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Report: Cable, fibre ISPs in new 3 year spending cycle

July 30, 2026

According to a report by Dell’Oro Group, a source for market information about the telecommunications, security, networks, and data centere industries, the Broadband Access Equipment market is predicted to grow at an average annual rate of 0.5 per cent from 2026 to 2030, with total revenue peaking in 2028, driven by ongoing DOCSIS 4.0 and fibre expansion by cable and fibre ISPs.

The forecast has increased slightly from January 2026 due to expected higher equipment prices for at least the next year.

“Large-scale DOCSIS 4.0 and XGS-PON upgrade and expansion projects are well underway, though the increasing bill-of-materials costs for residential CPE threaten to further growing gaps in homes passed and connected,” commented Jeff Heynen, Vice President at Dell’Oro Group. “From limiting their purchases of high-end Wi-Fi 7 gateways to expanding their refurbishing programmes, ISPs are sorting through all available options to secure subscribers and provide the best service.”

Additional highlights from the report:

  • PON equipment revenue is expected to grow at an average annual rate of 1.6 per cent from 2026 to 2030, driven largely by XGS-PON deployments in North America, EMEA, and CALA, as well as FTTR (Fibre to the Room) deployments in China.
  • Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to peak in 2028 and 2029, as operators continue their DOCSIS 4.0 and early fibre deployments.
  • Revenue for Wi-Fi 7 residential routers and broadband CPE with WLAN will grow steadily through 2030, despite lower total unit shipments, owing to higher expected ASPs.

Categories: Articles, Broadband, Cable, Equipment, Equipment, ISP, Research

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