Расходы на PON-сети в Северной Америке выросли на 26%, несмотря на падение глобальных доходов рынка широкополосного доступа

По данным Dell'Oro Group, глобальные доходы рынка оборудования для широкополосного доступа снизились на 3% во втором квартале 2026 года, однако расходы на технологии PON в Северной Америке увеличились на 26%. Операторы связи региона продолжают инвестировать в модернизацию волоконно-оптических сетей и DOCSIS 4.0, несмотря на дефицит компонентов.

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PON spending jumped in Q2

PON spending jumped as overall broadband access infrastructure spending dipped in Q2 – Dell'Oro Global revenue for broadband access equipment dropped 3% to $4.5 billion in Q2 2026 despite a 26% surge in PON spending in North America, says Dell'Oro Group. #pressrelease September 8, 2026 1 Min Read According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, total global revenue for the Broadband Access equipment market reached $4.5 B in 2Q 2026, down 3 percent year-over-year (Y/Y). North American telco and cable operators bucked the downward trend as they continued to invest in major fiber and DOCSIS 4.0 network upgrades in the quarter, despite higher costs for both infrastructure and CPE due to the ongoing shortages of memory and other components. Additional highlights from the 2Q 2026 Broadband Access and Home Networking quarterly report: Residential Wi-Fi 7 Router shipments continued their impressive growth, increasing 62 percent Y/Y, driven by lower-cost dual-band units shipping in China and Southeast Asia, as well as US operators pulling forward purchases to support their multi-gig service offerings. Cable operators are modernizing their networks through sustained Remote PHY Device (RPD) and Remote OLT (R-OLT) purchases, with combined revenue for those platforms jumping 63 percent Y/Y. FWA CPE unit shipments declined 12 percent Y/Y, driven largely by a slowdown in new unit sales in the North American market. Read the full press release here. Dell'Oro Group Popular whitepapers in 5G More whitepapers Sponsored Content Sponsored Content Our Latest Videos More videos Featured Story T-Mobile rips into Starlink's mobile 'threat' T-Mobile CFO Peter Osvaldik says SpaceX's Starlink is not a competitive threat in wireless and lambasted the company's various mobile network plans. Fiber Connect | May 17-20, 2026 | Orlando, FL Fiber Connect is the largest fiber broadband event in the world. This year’s program will articulate how fiber broadband positions communities “Light Years Ahead” in terms of access to beneficial digital applications and services. Sessions will showcase the future fiber enables and best practices for building and expanding fiber infrastructure. If prompted, use code MEDIA for free registration Register your team here