| |
CAMPBELL, California, June 6, 2007—Following a 13% increase in the 4th quarter of 2006, the cable modem termination systems market fell 12% to $245 million in the first quarter of 2007, reports Infonetics Research in its quarterly CMTS Hardware and Subscribers report. Port shipments also were down.
The CMTS market is expected to pick up and grow annually in the single to low double digits through 2010, when it will reach just under $1.5 billion.
“The traditional first quarter slowdown shouldn’t be misconstrued as a general slowdown in the CMTS hardware market. There is no question that MSOs are expanding the bandwidth capacity of their networks via pre-DOCSIS 3.0 wideband solutions to remain competitive with telco DSL and FTTH offerings, and to build on their early success in adding voice subscribers by expanding their range of digital voice services. This will keep investments in upstream and downstream ports on existing CMTS equipment and new M-CMTS equipment growing at least through 2010,” said Jeff Heynen, directing analyst for broadband and IPTV at Infonetics Research.
Market Highlights
- The number of worldwide cable broadband subscribers is expected to increase 15% in 2007 to over 68 million
- A small percentage of ports shipped in 1Q07 are wideband (software-configurable)
- Cisco, Arris, and Motorola together capture 97% of the worldwide CMTS revenue in 1Q07
- In North America, Cisco and Arris each have 42% CMTS revenue share
- North America ’s share of worldwide CMTS revenue dropped from 62% in 4Q06 to 47% in 1Q07; EMEA, Asia Pacific and CALA all gained revenue share
Infonetics’ CMTS report provides worldwide and regional forecasts, market size, and market share for cable broadband subscribers and CMTS manufacturer revenue, upstream ports, and downstream ports, and follows Arris, BigBand, Cisco, Motorola, and others.
Download report highlights at www.infonetics.com. For sales, contact Larry Howard, vice president, at larry@infonetics.com or +1 (408) 583-3335.
Infonetics Research (www.infonetics.com) is an international market research and consulting firm specializing in data networking and telecom. Services include market share and forecasting, end-user survey research, service provider survey research and capex analysis.
# # # |
)