SOURCE: Infonetics Research

Infonetics Research

August 25, 2009 14:49 ET

Infonetics Research: ARRIS takes lead in cable broadband market in 2Q09 for first time, Cisco down

CAMPBELL, CA--(Marketwire - August 25, 2009) - Communications market research firm Infonetics Research released the second quarter (2Q09) edition of its CMTS and Edge QAM Hardware and Subscribers report.


"After the heavy investments that were made in CMTS and edge QAM equipment in 2008, when revenue was up a whopping 43% from 2007, there was almost no way 2009 would be an up year for the cable broadband market with or without a recession. As it is, broadband subscriber growth is slowing, and many of the CMTS ports that have shipped to major operators are in inventory, waiting to be deployed to the field. Although we see total ports and revenue increasing in the back half of the year, that growth won't be enough to salvage 2009," says Jeff Heynen, directing analyst for broadband and video at Infonetics Research.


--  Worldwide CMTS and edge QAM hardware revenue dropped 13% in 2Q09 from
--  Due to the heavy focus on rolling out the first phase of DOCSIS 3.0
    services, downstream port shipments increased nearly 9% worldwide from
--  For the first time ever, ARRIS captured a commanding lead in worldwide
    CMTS revenue this quarter, taking 47% of the market
--  Perennial market leader Cisco lost significant CMTS revenue share in
    --  Based on recent conversations with vendors and operators, though,
        Infonetics analysts believe Cisco will return next quarter to close
        the market share gap and resume its lead by the end of the year
--  Despite the economic uncertainty, cable operators have three strategic
    goals, which will continue to drive their CMTS and edge QAM investments
    during the downturn:
    --  Expanding DOCSIS 3.0 footprint
    --  Transitioning from T-CMTS and I-CMTS to M-CMTS architectures
    --  Introducing hybrid IP/QAM video services to support tru2way and
        DVB-MHP services


Infonetics' CMTS and edge QAM report tracks standard and wideband cable broadband subscribers; CMTS revenue and ports (upstream and downstream); and edge QAM channels and revenue. The report provides worldwide and regional CMTS vendor market share for ARRIS, Casa, 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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-- Asia Pacific PON port shipments tripling 2008 to 2013

-- China's appetite for broadband services creates world's largest broadband aggregation hardware market

-- Huawei takes the lead from Alcatel-Lucent in DSL market; GPON market up, led by ALU, Huawei

-- Research notes: China Telecom Restructure Revisited; ALU/HP Global Alliance: Will It Work?; and Is Video Killing Cable's Broadband Star?


-- Broadband Aggregation Hardware and Subscribers (Aug. 31)

-- Broadband CPE and Subscribers (Aug. 31)

-- PON and FTTH Equipment and Subscribers (Sept. 3)

-- Mobile Operator Services and Subscribers: Voice, SMS/MMS, and Broadband (Sept. 10)

-- Residential Voice, Data, and Video Services (Sept. 17)

Infonetics Research 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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