Dell’Oro Group publishes Broadband Access and Home Networking quarterly reports with in-depth market-level and detailed vendor market share information on the following markets:
The Cable equipment we report separately includes:
Cable Aggregation Equipment
Integrated CCAP/CCAP Core Platforms
Virtual CMTS/CCAP (vCMTS/vCCAP) Platforms
Remote PHY Devices (RPDs)
Remote MACPHY Devices (RMDs)
Remote OLTs (R-OLTs)
Cable CPE
DOCSIS 3.0/3.1/4.0
We also discuss technology trends such as the rate of migration from one DOCSIS technology to the next one, and the transition to more WLAN-capable CPE devices.
DSL
The DSL equipment we report separately includes:
DSL Access Concentrators (DSLAMs)
DSL CPE
PON
The PON equipment we report separately includes:
PON Access Concentrators
EPON, GPON, NG-PON2, XG-PON1, and XGS-PON, each reported separately
PON CPE
EPON, GPON, NG-PON2, XG-PON1, and XGS-PON, each reported separately
PON CPE
multiple user and single user, each reported separately
Residential WLAN
The residential WLAN equipment we report separately includes:
Wireless Routers (Wi-Fi 4/5/6/6E/7)
Broadband CPE with WLAN (Wi-Fi 4/5/6/6E/7)
The reports include tables showing manufacturers’ revenue, ports/units shipped, and average selling prices. The report also looks at regional trends such as the uptake of PON in China and why purchase patterns differ from other regions.
We also track:
The Broadband Access and Home Networking market by region
North America, EMEA (Europe, Middle East, and Africa),
Asia Pacific, and CALA (Caribbean and Latin America)
DSL Access Concentrator vendor port shipments by region
North America, EMEA (Europe, Middle East, and Africa),
Asia Pacific, and CALA (Caribbean and Latin America)
DSL CPE vendor unit shipments by region
North America, EMEA (Europe, Middle East, and Africa),
Asia Pacific, and CALA (Caribbean and Latin America)
PON Access Concentrator vendor port shipments by region
North America, EMEA (Europe, Middle East, and Africa), China only,
Asia Pacific excluding China, and CALA (Caribbean and Latin America)
PON CPE vendor unit shipments by region
North America, EMEA (Europe, Middle East, and Africa), China only,
Asia Pacific excluding China, and CALA (Caribbean and Latin America)
Fixed Wireless CPE Purchases Continue to Hit Record Highs, Driven by 5G Sub-6 GHz Deployments in the US and India
According to Dell’Oro Group
Residential Wi-Fi 7 Unit Shipments Also Reach a Record High
REDWOOD CITY, Calif.
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 $4.5 B in 3Q 2025, down 3 percent Q/Q and 5 percent Y/Y. The sustained growth in new Fixed Wireless CPE unit shipments was not enough to offset declines in DOCSIS Infrastructure and PON OLT revenue.
“FWA continues to be a major bright spot in the overall Broadband Access Equipment market, with providers continuing to siphon away cable customers in the US and, in India, expanding broadband availability across densely populated urban areas,” said Jeff Heynen, Vice President at Dell’Oro Group. “Though 5G Sub-6 GHz units lead today, we are seeing increasing shipments of mmWave units in select markets,” explained Heynen.
Additional highlights from the 3Q 2025 Broadband Access and Home Networking quarterly report:
Spending on residential Wi-Fi 7 router and Broadband CPE with WLAN units increased 124 percent Y/Y, with total unit shipments also reaching a record high. Most of the volume continues to be driven by dual-band Wi-Fi 7 units in China and other lower-ARPU markets.
Spending on DOCSIS infrastructure plummeted 31 percent Y/Y, due to continued softness in spending on Remote PHY Devices (RPDs), as well as a slowdown in spending on new Remote OLT (R-OLT) modules and nodes.
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 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.
