Cable operators expected to spend $10B on outside plant equipment through 2030 – Dell'Oro

Total spend expected to peak in 2027, driven by new DAA node, amplifier and tap upgrades. #pressrelease

June 20, 2024

1 Min Read

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 Cable Outside Plant Equipment revenues are expected to increase to $972 M in 2024, up 15 percent year-over-year (Y/Y), driven largely by continued mid- and high-split DOCSIS 3.1 and DAA (Distributed Access Architecture) projects in the North American market, which are driving purchases of new DAA Nodes to support Remote PHY deployments. The market will heat up later this year as Full Duplex 1.2 GHz and 1.8 GHz amplifiers will begin shipping, with significant volumes expected in 2025.

Additional highlights from the Cable Outside Plant Equipment Advanced Research Report:

  • Global Cable Outside Plant Equipment revenues are projected to peak at $2 B in 2027, when the largest number of tier one operators in North America are expected to be in the middle of their amplifier and node upgrades for DOCSIS 4.0.

  • The North American market will remain the largest region for Cable Outside Plant Equipment revenue, as operators in other regions either continue with DOCSIS 3.1 or increasingly overbuild with fiber.

  • The DOCSIS 4.0 upgrade cycle will continue through 2030 as operators consistently expand their footprint using 1.8 GHz amplifiers, Full Duplex 1.2 GHz amplifiers, and 2 GHz taps where necessary.

  • Generic Access Platform (GAP) Nodes are expected to ramp up in the North American market, with unit shipments peaking in 2029.

Read the full press release here.

Dell'Oro Group

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