Investments in cable infrastructure is projected to reach $2 billion by 2023, according to a newly published report by Dell’Oro Group.
Additional highlights from the Broadband Access 5-Year Forecast Report:
- Sales of cable broadband access equipment will increase from $1.5 billion in 2019 to $2 billion in 2023, driven by spending on remote PHY and MACPHY devices, as well as virtual CCAP platforms. Spending on cable equipment will grow faster than PON equipment over the same period.
- XGS-PON will outpace NG-PON2 deployments throughout our forecast period, owing to lower component and equipment costs.
- VDSL Profile 35b and Gfast will offset some—not all of the revenue loss from declining ADSL port shipments. Some major Gfast deployments are already seeing signs of shrinking, as governments lobby operators to increase their investments in fiber.