CMTS Market Up 10% in 2005

Infonetics: Worldwide CMTS revenue and port shipments were up for the year but down for the quarter, as Cisco, Motorola, and Arris led the market to a 25% port gain and a 10% revenue gain, from $667 million to $736 million, between 2004 and 2005.

The worldwide CMTS market is forecast to grow 50% between 2005 and 2009, when it will top $1.1 billion.

After a 15% jump in revenue between the second and third quarters of 2005, CMTS revenue dropped 6% in 4Q05 to $198 million, but steady growth is expected for the next few years, with revenue hitting $234 million in 4Q06, a 18% increase over 4Q05. Port shipments were also down for the quarter, with upstream port shipments dropping 6% and downstream port shipments down 10% in 4Q05 from 3Q05.

The number of worldwide cable broadband subscribers totaled 46.4 million in 2005, a 14% jump from 2004, and is expected to increase another 50% between 2005 and 2009, when it will reach 69.6 million.

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 chip away at incumbent telcos by rolling out bundled voice, data, and video services with broadband data speeds far exceeding what most DSL providers can offer today. With CMTS vendors adding enhanced capabilities and bandwidth to their existing platforms, MSOs are in a good position to make further inroads over the next few years.”

• On the 2005 leadership board, Cisco maintained its number-one position in worldwide CMTS revenue, followed by Motorola and Arris; the three CMTS titans improved their revenue market share from a combined 85% in 2004 to 95% in 2005

• For the quarter, Cisco’s worldwide CMTS revenue share dropped 7%, Motorola’s increased 5%, Arris’s increased 6%, and BigBand dropped 4%

• In 2005, 81% of CMTS ports were upstream, and 19% were downstream

• 53% of 2005 CMTS revenue came from North America, 21% from EMEA, 19% from Asia Pacific, and 7% from CALA

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