XGS-PON to dominate broadband equipment spending – Dell'Oro

Spending on broadband access equipment is expected to climb through the middle of this decade and peak at about $18.8 billion in 2028, according to research firm Dell'Oro Group. The main engine of that growth, the firm says, will be XGS-PON, a 10G-capable passive optical network technology operators are using to upgrade fiber access and boost residential and business broadband speeds.

Dell'Oro’s forecast points to a shift in how operators allocate capital, with more money flowing into fiber-based access platforms and next-generation PON optics. As XGS-PON deployments expand, they are likely to shape vendor roadmaps, influence component demand and set the pace for broadband upgrades in many markets.