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Dell'Oro: Global broadband access equipment spend plummets to two-year low

North American spending down 26% from last year as tier 1s push pause. #pressrelease

December 7, 2023

1 Min Read

REDWOOD CITY, Calif. – According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, total global revenue for the Broadband Access equipment market decreased to $4.1 B in 3Q 2023, down 14 percent year-over-year (Y/Y). The lone bright spot this quarter was spending on Fixed Wireless CPE, as North American operators continued to expand their 5G Sub-6GHz subscriber bases.

Additional highlights from the 3Q 2023 Broadband Access and Home Networking quarterly report:

  • Total Fixed Wireless CPE unit shipments were up 1 percent from last quarter, buoyed by indoor 5G Sub-6GHz units, which reached just below 1.3 M units for only the second time on record.

  • Total cable access concentrator revenue was down 18 percent Y/Y at $197 M. Remote PHY devices and Virtual CMTS platforms both saw slowdowns this quarter, as cable operators pulled from their existing inventories. Meanwhile, Remote OLT (R-OLT) revenue was up Y/Y, but down from last quarter.

Read the full press release here.
Dell'Oro Group

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