Total Broadband Access Equipment Revenue Dropped 15 Percent Y/Y, as Supply Chain Constraint Due to COVID-19 Take Their Toll, According to Dell'Oro Group

APAC Equipment Revenue Dropped 28 Percent, as Deployments Slow

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Jun 09, 2020, 07:55 ET

REDWOOD CITY, Calif., June 9, 2020 /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 dropped to $2.5 B, down 15 percent year-over-year (Y/Y) from 1Q 2019. The first quarter activity, which is seasonally slow to begin with, was hurt by supply chain disruptions throughout Asia-Pacific as a result of the COVID-19 pandemic.

"The first half of 2020 will give way to a sustained rebound in broadband equipment spending in the second half of the year," said Jeff Heynen, Senior Research Director, Broadband Access and Home Networking. "The need to expand residential broadband speeds and availability will ultimately win out over the current macroeconomic slowdown," explained Heynen.

Following are additional highlights from the 1Q 2020 Broadband Access Quarterly Report:

Total cable access concentrator revenue decreased 22 percent Y/Y to $211 M, driven by a slowdown in CCAP license purchases in North America.
Total DOCSIS 3.1 CPE shipments remained strong and increased to 5.8 M, representing 67 percent of total Cable CPE shipments.
Total PON ONT unit shipments decreased 15 percent Y/Y, as new installations were limited by the pandemic.

About the Report

The 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 ADSL/ADSL2+, G.SHDSL, VDSL, VDSL Profile 35b, and G.FAST); PON Optical Line Terminals (OLTs), Cable, DSL, and PON CPE (Customer Premises Equipment); and SOHO WLAN Equipment, including Mesh Routers. For more information about the report, please contact [email protected].

About Dell'Oro Group

Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT 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 www.delloro.com.

SOURCE Dell'Oro Group