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Cable and FTTH Subscriber Growth Pushes Q4 Broadband Access Equipment Spend Up 3 Percent Y/Y, According to Dell Oro Group
FTTH ONT Spending Surges Past $1 B for First Time Since 2016
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REDWOOD CITY, Calif
., March 12, 2021 /PRNewswire/ According to a newly published report by Dell Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, total global revenue for Broadband Access equipment increased to $3.5 B, up 3 percent from 4Q 2019. Growth came from spending on PON ONTs and DOCSIS 3.1 CPE, as well as sustained spending on 10 Gbps PON OLT ports. Cable and fiber providers continue to add subscribers at a furious pace, said Jeff Heynen, Vice President, Broadband Access and Home Networking. This plus concern over future CPE availability is driving the record purchases of new CPE units, explained Heynen.
Reflecting data demands seen during the pandemic, cable operator spending on upstream channel purchases climbed 96% in Q4 2020 versus 2019, according to fresh data from Jeff Heynen, VP, broadband access and home networking, at Dell Oro Group. By comparison, global spending on cable network downstream channel purchases climbed just 3% during the period.
For all of 2020, upstream channel purchases by cable operators rose 43%, while downstream channel purchases actually dipped 8%.
Heynen said those purchasing trends are a clear sign that operators are starting to push ahead with mid-split and high-split network upgrades that expand the amount of spectrum being dedicated to the upstream.
He also believes it s an indicator that cable operators are starting to add Orthogonal Frequency Division Multiple Access (OFDMA) capabilities to their hybrid fiber/coax (HFC) networks to help get a handle on the upstream pressure. OFDMA, an advanced and more efficient modulation scheme for
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25GS-PON MSA Group is growing rapidly
DUBAI, March 4, 2021 The 25GS-PON MSA Group has announced the addition of seven new member companies including AT&T, CommScope, Cortina Access, Feneck, HiLight Semiconductor, Hisense Broadband and Semtech. These companies, along with the ten founding 25GS-PON MSA members, are enabling a move beyond the limitations of 10 Gb/s next-generation PON, the current state-of-the-art. The 25GS-PON MSA was first announced on October 8, 2020 with the goal of promoting and accelerating the development of 25GS-PON technology. Since its formation, the 25GS-PON MSA Group has published version 1.0 of the 25 Gigabit Symmetrical Passive Optical Network specification, providing the basis for how 25GS-PON should be implemented to ensure basic functionality and interoperability across different vendors. The founding members of the 25GS-PON MSA Group include AOI, Chorus, Chunghwa Telecom, Ciena, MACOM, MaxLinear, NBN Co., Nokia, Sumitomo Electric I