“Cable operators continue to feel squeezed between fiber ISPs and Fixed Wireless providers who are siphoning away their valuable residential subscribers,” says Dell’Oro vp Jeff Heynen, “as a result, Fixed Wireless CPE unit shipments posted their fourth consecutive quarter of Y/Y growth, while Cable operators reduced their CPE purchases, pushing unit shipments to historically low levels,” explained Heynen.
Total PON equipment spending was down 6 percent from 2Q 2023, driven by an 18 percent decline in spending on PON OLTs.
2Q 2024 spending on Fixed Wireless CPE increased 32 percent Y/Y, driven once again by strong growth in 5G Sub-6 GHz unit shipments in North America.
Spending on DOCSIS infrastructure dropped 25 percent Y/Y, though total spending on DAA equipment (RPDs, RMDs, R-OLTs, and vCMTS platforms) was essentially flat Y/Y.
Spending on Residential Wi-Fi Routers jumped 13 percent Y/Y as consumers are consistently upgrading units and mesh systems they likely purchased during the pandemic.
