It was a bountiful fourth quarter for the Converged Cable Access Platform (CCAP) market in general and vendor Casa Systems in particular.
In the fourth quarter of last year, CCAP channel shipments spiked up 192 percent compared to the previous quarter, according to a recent report by Infonetics Research.
“The pent-up demand for new CCAP-capable equipment is evident in the early volume deployments of CCAP gear, and we expect the upward trend in combined CMTS and CCAP channel shipments to continue as operators prepare their networks for DOCSIS 3.1 and potential remote PHY (physical layer) architectures,” said Jeff Heynen, principal analyst for broadband access and pay TV at Infonetics Research.
CCAP will merge the functions of a CMTS and dense edge QAM into a single platform. The end game for CCAP will be to implement all narrowcast and broadcast QAMs in a single RF port. Other benefits of CCAP include reduced rack space, reduced powering and energy consumption, improved redundancy across a converged services platform and a starting point to all-IP architectures.
In its trial that was announced last year, Time Warner Cable took a two-pronged approach by deploying Casa’s C100G cable modem termination system (CMTS) and the E6000 Converged Edge Router from Arris.
Time Warner Cable was just one of numerous customer wins announced last year by Casa, which was also reflected in the Infonetics report.
“Casa Systems had an outstanding fourth quarter shipping CCAP equipment globally, but it wasn’t enough to overtake perennial leaders Cisco and Arris,” Heynen said. “However, these vendors should now be on notice, as Casa’s made inroads and will continue to make this market more dynamic.”
The recent fourth quarter marked the highest number of combined cable modem termination systems (CMTS) and CCAP upstream and downstream DOCSIS channel shipments on record, according to the report.
Despite an 11 percent revenue increase in the fourth quarter, the combined worldwide CMTS, CCAP, and edge QAM market was down 8 percent last year compared to the previous year, dropping to $1.3 billion
Infonetics cited CMTS channel price erosion in the early part of 2013 as the primary reason for the revenue decline, notwithstanding the record levels of CMTS and CCAP channel shipments.
On the edge QAM side, Harmonic was the revenue leader in the fourth quarter and for all of last year.
Looking ahead, Infonetics Research forecast that the global CMTS, CCAP, and edge QAM market would reach $1.7 billion in 2018, a five-year compound annual growth rate of 5 percent from 2013 to 2018.