DOCSIS channels surge to near 5MN in 2014
DetailsJoseph O'Halloran | 02 March 2015
As cable operators continue to offer services to customers at ever-higher speeds, worldwide DOCSIS channel shipments rose 114% year on year to 4.8 million according to research from Infonetics.
According to the analyst's fourth quarter 2014 (4Q14) and year-end cable access platforms (CCAPs), cable modem termination systems (CMTSs) and Edge QAM Hardware report, the record levels of DOCSIS growth drove CCAP, CMTS, edge QAM and coaxial media converters (CMC) equipment revenue to $493 million in 4Q14, an 11% sequential increase, while for the full year sales of CCAP, CMTS, edge QAM and CMC gear soared 27% annually to $1.7 billion.
In the key market of North America, DOCSIS channel shipments were up 139% in 2014 over the previous year, and revenue was up 35%.
Infonetics noted that 2014 was effectively a transitional year from traditional CMTS to provisional CCAP deployments with CCAP revenue mushrooming 997% to $1.4 billion, while CMTS revenue falling 84%to $155 million. It added that the transition from CMTS to CCAP showed some market share shifts such as ARRIS dominating cable broadband market, capturing nearly half of global revenue, while Cisco had one of its most disappointing years for CCAP/CMTS sales.
"The continued growth of DOCSIS channel shipments is a strong sign of multiple system operators' (MSOs') on-going investment to ramp DOCSIS bandwidth and services like IP video by splitting optical nodes and reducing service group sizes via CCAP," commented Jeff Heynen, principal analyst for broadband access and pay-TV at Infonetics Research. "We look for the upward trend in channels on CCAP and CMTS platforms to continue to grow as operators prepare their networks for DOCSIS 3.1 and remote physical (R PHY) architectures, though the growth will come principally from CCAP products."
Looking to the future the analyst predicted that the proposed merger between Comcast and Time Warner Cable would have a direct impact on the North American region in the early part of 2015, exacerbating traditional first quarter slowness.