The second quarter saw another 18 percent increase in CMTS downstreams, driven largely by growth outside North America, particularly Latin America, according to Infonetics Research.
The lower cost of new CMTS linecards coupled with a steady rise in consumer demand for bandwidth continues to drive these purchases,” said Jeff Heynen, directing analyst for broadband access at Infonetics Research.
Edge QAM revenue is up as well, driven by continued growth in QAM channels used in DOCSIS/M-CMTS, video on demand, and switched digital video applications.
Worldwide CMTS and edge QAM revenue together grew 12 percent to $464 million in 2Q11, on the heels of a 13 percent increase in 1Q11.
In 2Q11, CMTS revenue actually declined in North America as operators slowed their purchases, but other world regions picked up the slack, more than offsetting the decline.
Cisco’s worldwide CMTS revenue share held steady in 2Q11 at 60 percent in 2Q11, while Motorola’s share jumped 6 percentage points at the expense of #2 player ARRIS.
Infonetics expects global edge QAM revenue to increase 6 percent in 2011 and to become a larger portion of the cable equipment market as more operators move to CCAP architectures.
Infonetics forecasts the number of cable broadband subscribers to grow from 108 million worldwide in 2010 to 125 million in 2015.
By Telecomlead.com Team
editor@telecomlead.com
