Broadband Access Equipment Revenue Declines 8 Percent Due to Soft China Market While EMEA Shines, According to Dell'Oro Group
REDWOOD CITY, Calif., June 11, 2025 /PRNewswire/ -- 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 $4.4 B in 1Q 2025, down 8 percent Q/Q but flat year-over-year (Y/Y). All eyes are on the second quarter, as the impact of tariffs and the potential for a global slowdown in macroeconomic growth will likely be seen then in terms of shipments and revenue.
"Despite a high level of uncertainty about the global macroeconomic environment, broadband service providers in North America and EMEA continue to move forward with their fiber expansion plans, as evidenced by solid purchases of new OLT ports in both regions this quarter," said Jeff Heynen, Vice President with Dell'Oro Group. "On the flip side, cable operators dramatically reduced their spend on new Remote PHY Devices (RPDs), as they await new units that support a unified approach to DOCSIS 4.0," explained Heynen.
Additional highlights from the 1Q 2025 Broadband Access and Home Networking quarterly report:
Spending on 5G Fixed Wireless CPE reached another record high this quarter, as operators in the US, India, and a growing list of markets continue to expand their Fixed Wireless Access subscribers.
Spending on DOCSIS infrastructure declined 34 percent from 4Q 2024, due almost exclusively to a 62 percent sequential decline in spending on RPDs.
PON ONT unit shipments were up 1 percent Y/Y, marking the fifth consecutive quarter of Y/Y growth, as fiber ISPs focus on adding subscribers and increasing take rates.
About the ReportThe Dell'Oro Group Broadband Access and Home Networking Quarterly Report provides a complete overview of the Broadband Access market with tables covering manufacturers' revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. Covered equipment includes Converged Cable Access Platforms (CCAP) and Distributed Access Architectures (DAA); Digital Subscriber Line Access Multiplexers [DSLAMs] by technology VDSL, VDSL Profile 35b, and G.FAST); PON Optical Line Terminals (OLTs), Cable, DSL, and PON CPE (Customer Premises Equipment); Fixed Wireless Access (FWA) CPE; and Residential WLAN Equipment, including Mesh Routers. For more information about the report, please contact dgsales@delloro.com.
About Dell'Oro GroupDell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, data center infrastructure, and network security markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit https://www.delloro.com.
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