Telecom Lead America: Cisco maintained its worldwide CMTS
revenue share lead with 55 percent in the first quarter of 2012.
Motorola is the only CMTS vendor to post an increase in
revenue for the quarter.
Motorola regained the lead in the CALA region this
quarter.
Harmonic, thanks to its ongoing VOD, linear broadcast, and
SDV deployments with operators worldwide, held onto the top spot among edge QAM
vendors.
Latin America has become the most competitive and dynamic
market for CMTS vendors, with market share fluctuating wildly from quarter to
quarter.
CMTS and edge QAM spending jumped 13 percent in North
America in 1Q12 from the previous quarter.
Spending in every other region declined, which is typical
for the CMTS and edge QAM market as international operators often use the first
quarter to absorb new capacity gained at the close of the year.
Global CMTS port shipments hit record levels once again
in 1Q12, reaching 412K, up 28 percent from the year-ago first quarter, as MSOs
continue to purchase more downstream and upstream CMTS capacity to deliver
DOCSIS 3.0 and unicast video services.
Motorola regained the lead in the CALA region this
quarter by a comfortable margin, whereas last quarter, Cisco surged and led
with over half the market. Meanwhile, ARRIS was number-one in Latin America a
year ago, dropped to a close third for the rest of 2011, but then popped up to
second in the first quarter of 2012,” said Jeff Heynen, directing analyst for
broadband access and video at Infonetics Research.
Three major trends will keep the Latin American CMTS
market lively going forward: The cable companies are locked in major battles
with incumbent telcos for subscribers, CMTS vendors brought down the price of
their DOCSIS 3.0 line cards, and a surge in sustained bandwidth usage is coming
as Netflix and other over-the-top video providers enter the Latin American
market.
