Spending, however, did improve by 4% from 1Q 2024, which saw the lowest total spending in nearly three years, Dell’Oro Group said.
“Cable operators continue to feel squeezed between fibre ISPs and Fixed Wireless providers who are siphoning away their valuable residential subscribers,” said Dell’Oro Group vice president 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.
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In its 2Q 2024 Broadband Access and Home Networking quarterly report, Dell’Oro Group listed the following:
Total PON equipment spending was down 6% from 2Q 2023, driven by an 18% decline in spending on PON OLTs.
2Q 2024 spending on fixed wireless CPE increased 32% Y/Y, driven once again by strong growth in 5G Sub-6 GHz unit shipments in North America.
Spending on Docsis infrastructure dropped 25% 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% Y/Y as consumers are consistently upgrading units and mesh systems they likely purchased during the pandemic.
