CMTS Market Up

Infonetics : Worldwide CMTS revenue jumped 15% to $209 million between the second and third quarters, following a 25% increase the previous quarter, with upstream port shipments up 18% and downstream ports up 19%, according to Infonetics Research’s quarterly report. Strong growth is expected to continue for at least the next few years, with annual CMTS revenue reaching $1.1 billion in 2008. Growth in the market is fuelled by increasing data capacities, telephony, multimedia, and later, wideband DOCSIS 3.0.

Cable subscribers continue to grow at a healthy clip around the world, particularly in North America and EMEA, despite the growing momentum behind lower-cost xDSL offerings and the rollout of PON and fiber-based services by incumbent telcos.

“North American MSOs continue to steal voice customers away from incumbent telcos by offering their own VoIP services or partnering with non-facilities-based VSPs, such as Vonage,” said Infonetics Research analyst Jeff Heynen. “The ability to deliver triple play services with a single bill is extremely attractive for consumers. Combine that with the recent content partnership agreements with mobile operators and you have a service bundle that will continue to pull through cable broadband subscribers for years to come.

3Q05 Market Highlights

• Cisco maintained its commanding position in worldwide revenue and port shipments, capturing a 58% share of both

• Of the three CMTS market leaders, who capture 93% of worldwide revenue, Cisco was up almost $16 million, Arris was up $7 million, and Motorola was flat

• Bigband'sshare increased a couple of points after posting a 66% revenue gain

• 49% of CMTS revenue was from North America, 21% from EMEA, 18% from Asia Pacific, and 12% from CALA

Cable Aggregation Hardware Publ 20051201