DOCSIS 4.0 Rollout Drives Component Replacement
Cable operators are deploying DOCSIS 4.0 network upgrades that require splitters certified for extended frequency ranges beyond what legacy component specifications support, driving replacement demand across established network infrastructure. This transition is happening faster than most suppliers' product roadmaps anticipated, since competitive pressure from fiber-to-the-home providers pushed cable operators to accelerate multi-gigabit broadband capability rollout timelines. Suppliers with mature high-frequency manufacturing capability are winning new distribution contracts across major cable operators, while suppliers optimized purely for legacy specification production are being excluded from these upgrade cycles entirely. This transition is accelerating across every major cable operator network refresh cycle.
Market Impact: Broadband upgrades drove demand growth 24%








