CMTS market up 30% in 1Q06 as VoIP and high speed Internet access customers increase2 June 2006
Worldwide CMTS revenue jumped 30% to $257million in 1Q06 after a 6% drop in 4Q05, with annual revenue forecast toreach $1.2 billion in 2009, according to Infonetics Research's latest CMTSHardware report. The surge in the CMTS market, particularly in North America, is beingfueled by the rapid success MSOs are having in signing up new VoIPsubscribers, along with their desire to deliver more bandwidth to existingsubscribers to support new voice, data, and video services. "Cable operators are feeling the heat from Verizon's and AT&T's fiber andhigher-bandwidth DSL offerings, so they're investing in more CMTS units andports to increase bandwidth to their subscribers," said Jeff Heynen,directing analyst at Infonetics Research. "New DOCSIS 3.0-compliant CMTSesare now beginning to ship, which will allow cable operators to double andtriple the bandwidth to their subscribers. To counter the telcos' tripleplay offerings, cable operators are going for a quadruple play offeringthrough new services like video over DOCSIS and integration with wirelessofferings." Highlighted Links Infonetics Research Portal Infonetics Research The number of worldwide cable broadband subscribers totaled 46.4 million in2005, a 14% jump from 2004, and is expected to increase another 50% between2005 and 2009, when it will reach 69.6 million. North America continues tobe the regional stronghold of cable broadband subscribers, with 56% of theworld total in 2005. 1Q06 Highlights -- Cisco, Arris, and Motorola capture 95% of worldwide CMTS market revenue-- Cisco's worldwide CMTS revenue share is up 10 points to 61%, Arris' share is down 4 points, Motorola's is down 8 points, while BigBand's doubled-- Cisco nearly doubled its North American CMTS revenue as cable operators here are seeing significant uptake in VoIP subscribers, and Cisco is largely filling the resulting port demand-- Downstream port shipments jumped 46% and upstream ports jumped 44% from 4Q05; 81% of worldwide CMTS ports were upstream, and 19% downstream-- 62% of CMTS revenue came from North America, 18% from EMEA, 16% from Asia Pacific, and 4% from CALA CMTS Hardware tracks CMTS manufacturer revenue, upstream ports, anddownstream ports, and follows Arris, BigBand, C9, Cableway, Cisco,Motorola, and Terayon. Forecasts and regional market share are updatedquarterly and cover all regions (worldwide, North America, EMEA, AsiaPacific, CALA). Download sample data at www.info.infonetics.com. For sales, contact LarryHoward, vice president, at larry@infonetics.com or +1 (408) 583-3335. Infonetics Research (www.infonetics.com) is the premier internationalmarket research and consulting firm specializing in data networking andtelecom. Services include market share and forecasting, end-user surveyresearch, service provider survey research, and service provider capexanalysis. Press Contact:Jeff HeynenDirecting AnalystBroadband & IPTVInfonetics Research+1 408.583.3359Email Contact SOURCE: Infonetics Research
Source: marketwire
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