Driven by DOCSIS 3.0 rollouts, business was booming for cable modem termination system (CMTS) vendors last year, especially in North America, where CMTS ports saw a 94 percent growth spike.
According to a recent CMTS and edge QAM report by Infonetics Research, CMTS port growth was also up worldwide in 2011.
"The cable broadband market ended 2011 on a high note, both for the quarter and the year, and both for revenue and port shipments," said Jeff Heynen, directing analyst for broadband access and video at Infonetics. "Even though Verizon and AT&T have slowed their fixed broadband network rollouts, North American MSOs are continuing theirs, resulting in 94 percent total CMTS port growth in the region in 2011. In fact, every region saw port growth in 2011 as cable operators worldwide continue their DOCSIS 3.0 transformations."
By contrast, Infonetics Research reported last year that North American CMTS sales were down in the second quarter, but worldwide sales offset that decline.
Other highlights from the report included:
- Combined CMTS and edge QAM revenue grew 5 percent in the final quarter of 2011, ending the year on a high note, up 17 percent from the year-ago quarter.
- For the full year, CMTS and edge QAM manufacturer revenue was up 6 percent to $1.7 billion.
- Global CMTS port shipments hit record levels in the fourth quarter of last year and were up 48 percent for the full year.
- CMTS revenue didn't keep pace with port shipments because revenue per downstream continued to drop (down 31 percent in 2011) as more high-density downstream-only cards were introduced, and as the market continued to shift toward license-based upgrades in regions outside North America.
- Out of Cisco, Motorola, Arris and Casa Systems, Cisco was the only CMTS equipment vendor that gained CMTS revenue market share in 2011, growing from 51 percent to 59 percent of the global market, just one point shy of its all-time high.