Campbell, CALIFORNIA, June 15, 2009—Communications market research firm Infonetics Research recently released the first quarter (1Q09) editions of its CMTS and Edge QAM Hardware and Subscribers and Broadband CPE and Subscribers reports. Highlights follow.
“On the heels of record-high revenue in 2008 ($1.23 billion), the cable broadband hardware market held steady in the first quarter of 2009, while the cable CPE segment dropped. This first quarter slowdown points to a challenging 2009, in which an ailing economy and aggressive telco competition will make adding new broadband subscribers difficult. Still, compared to the overall bloodbath in telecom equipment spending in 1Q09, the cable broadband market was somewhat of a bright spot, and proves that cable operators remain committed to expanding their DOCSIS 3.0 footprint, transitioning from T-CMTS and I-CMTS to M-CMTS architectures, and introducing hybrid IP/QAM video services to support tru2way and DVB-MHP services.”
Jeff Heynen, Directing Analyst, Broadband and Video, Infonetics Research
CABLE BROADBAND MARKET HIGHLIGHTS
- Worldwide cable broadband hardware (CMTS, universal edge QAMs) revenue held steady in 1Q09 from 4Q08, down just 0.2%
- CMTS sales actually inched up a bit (0.9%) in 1Q09 from 4Q08
- Operators are expected to take as much of a break as they can in 2009 to digest all the downstream capacity they deployed in 2008, and also to be more strategic with their DOCSIS 3.0-related rollouts
- Although Cisco leads the overall worldwide market, ARRIS extended its key revenue share lead in the pivotal North American market by nearly 7 percentage points
BROADBAND CPE MARKET HIGHLIGHTS
- Sales of broadband customer premise equipment (CPE), including DSL, cable, residential gateways, and voice CPE, dropped 8% sequentially in 1Q09 to $945 million
- Growth in the broadband CPE market is expected over the next few years as service providers deploy more integrated (and more expensive) home networking devices to deliver bundled voice, data, and video services with guaranteed QoS
- MSOs are doing this via DOCSIS 3.0; ILECs and competitive operators via VDSL2, PON, and Ethernet FTTH
- The number of DSL subscribers worldwide grew 25% in 2008 to 283 million
- The wideband CPE segment is up 42% year-over-year in 1Q09 from 1Q08 (includes wideband cable modems, wideband cable broadband gateways, and wideband EMTAs)
- Thomson and Motorola, with their breadth of CPE shipments to both DSL and cable operators, continue to lead the broadband CPE market worldwide
Infonetics’ quarterly reports provide worldwide and regional market size, market share, analysis, and forecasts through 2013, and include customizable pivot tables.
Infonetics’ quarterly broadband CPE report tracks DSL CPE (ADSL, VDSL, and G.SHDSL modems and gateways; ADSL IADs); standard and wideband cable CPE (modems, gateways, and EMTAs); residential gateways (broadband, multiservice, and digital home gateways); voice terminal adapters (VTAs); voice CPE; and standard and wideband cable subscribers and DSL subscribers. Companies tracked include ARRIS, AVM, Cisco (Linksys, Scientific Atlanta), D-Link, Gemtek, Huawei, Motorola, NETGEAR, Nokia Siemens, Sagem, SMC, Sphairon, Sumitomo, Telsey, Thomson, Ubee (Ambit Broadband), US Robotics, Westell, Xavi Technologies, Zhone, ZTE, ZyXEL, and others.
The cable broadband hardware report tracks standard and wideband cable broadband subscribers; CMTS revenue and ports (upstream and downstream); and universal edge QAM channels and revenue. The report also provides worldwide and regional CMTS vendor market share for ARRIS, Cisco, Motorola, and others. UEQ vendors tracked include ARRIS, BigBand, Casa, Cisco, GoBackTV, Harmonic, LiquidXStream, Motorola, RGB Networks, Tandberg TV, Teleste, and Vecima.
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Infonetics Research (www.infonetics.com) is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.
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