Total 2025 Cable Outside Plant Equipment revenues are expected to increase 86 percent year-over-year (Y/Y), driven largely by a surge in new 1.8 GHz amplifiers and new DAA Nodes to support Remote PHY deployments, according to a new report from Dell’Oro Group. The market will continue to heat up later this year as Full Duplex 1.2 GHz amplifiers start shipping, with significant volumes expected in 2026.
“Tier one cable operators, particularly in the North American market, are in the beginning stages of a multi-year investment cycle to boost broadband speeds, while also dramatically improving the intelligence and automation capabilities of their outside plant,” said Jeff Heynen, Vice President of Broadband Access and Home Networking market research at Dell’Oro Group. “These upgrades will result in a significant increase in spending on optical nodes, amplifiers, and passive equipment, including taps and hardline splitters, through 2029,” added Heynen.
Additional highlights from the Cable Outside Plant Equipment Advanced Research Report:
- Global Cable Outside Plant Equipment revenues are projected to peak in 2027, when the largest number of tier one operators in North America are expected to be in the middle of their amplifier, node, and passives upgrades for DOCSIS 4.0.
- The North American market will remain the largest region for Cable Outside Plant Equipment revenue, as operators in other regions either continue with DOCSIS 3.1 or increasingly overbuild with fiber.
- Generic Access Platform (GAP) Nodes are expected to ramp up in the North American market in 2025 and 2026.