Dell'Oro Sees Slight Decline in Broadband Access Equipment Sales

Sales of broadband access equipment are expected to decline 1% compared to 2023 in the first half of the year followed by “an improved spending environment" in the second half, Dell’Oro Group said Tuesday. “Inventory corrections seen in 2023 will continue through the first half of 2024,” said Jeff Heynen, vice president. “Service providers still have the same goals of increasing their fiber footprint, increasing the bandwidth they can offer their customers, and improving the reliability of their broadband services through the distribution of intelligence closer to subscribers,” he said. Revenue for fixed-wireless customer gear is expected to reach $2.5 billion by 2028, with "shipments of 5G sub-6 GHz and a growing number of 5G Millimeter Wave units” leading the way, the report said. Revenue for Wi-Fi 7 residential routers is projected to hit $9.3 billion by 2028, “as the technology is rapidly adopted by consumers and service providers alike.”