GPON Market Outlook:
GPON Market size was valued at USD 8.7 billion in 2025 and is projected to reach USD 15.3 billion by the end of 2035, rising at a CAGR of 6.5% during the forecast period, i.e., 2026-2035. In 2026, the industry size of GPON is assessed at USD 9.2 billion.
The heightened demand for higher bandwidth and a shift from legacy copper networks are the key factors behind the robust growth of the GPON market. Also, the continued investments in fiber-to-the-home deployments, supported by government broadband initiatives, also drive business in this sector. The article by TRAI in March 2023 stated that the telecom regulatory authority of India has recommended certain measures to support domestic manufacturing in the television broadcasting sector, which focuses on reducing import dependency. Besides, the key proposals, which have been highlighted, include establishing centers of excellence for R&D in broadcasting technologies, extending the production-linked incentive scheme to enable coverage to set-top boxes, and creating a technology development fund to support more innovations. In addition, TRAI highlighted the need to clarify harmonized system codes for hybrid set-top boxes, strengthen export promotion councils, and thereby address challenges associated with components, tariffs, as well as grey market activities.
Furthermore, the GPON market also benefits from continued investments from both public and private entities, which are ensuring that GPON remains the foundational access network for residential, enterprise, and 5G backhaul applications. In this regard, Tejas Networks in February 2024 reported that it is receiving ₹27.78 crore (≈ USD 3.4 million) in design-linked PLI incentives for FY23, representing 85% of its approved claim, wherein the remaining amount is to follow under the scheme guidelines. The company also noted that the incentives, which are a part of a committed ₹750 crore (≈ USD 92 million) multi-year investment plan, are accelerating domestic R&D and manufacturing capacity for its telecom and broadband product lines. Hence, this funding strengthens the company’s ability to scale across all nations and deepen its product portfolio as it is pursuing growth within the optical-access and PON ecosystem.
