The US tariffs affecting the IT and telecoms industry have sparked significant uncertainty, influencing the timing and nature of broadband deployments. Analysts note a minimal impact on fibre technologies due to increased domestic manufacturing, while cable infrastructure enhancements may face challenges. The ongoing adjustments in trade policy complicate the forecasting of broadband infrastructure's future. Dell'Oro Group observes that while fibre broadband pricing remains stable, potential adverse effects exist for cable infrastructure upgrades tied to Docsis 4.0, as manufacturers adjust their operations in response to evolving policies.
The tariffs imposed by the US have led to uncertainty in the IT and telecoms market, impacting broadband deployments and the demand for related equipment.
Analysts predict while fibre and optical technologies might be insulated from direct tariff impacts, cable outside plant and Wi-Fi equipment could face adverse effects.
Dell'Oro believes tariffs will minimally impact fibre broadband pricing since most manufacturing has shifted to adhere to US-based assembly and certification.
Cable upgrades for Docsis 4.0 technology may be adversely affected as manufacturers rethink their production strategies due to the changing trade policies.
Collection
[
|
...
]