Cable broadband market weakens in Q2
| 16 September 2015
Softness in cable broadband equipment spending seen in the first quarter of 2015 continued into the second, with global revenue dipping 2% quarter-over-quarter, according to IHS.
Traditionally, the second quarter has been a very good one for cable broadband expenditures.
"Right now, the cable broadband market is like seeing the forest for the trees," said Jeff Heynen, research director for broadband access and pay-TV at IHS. "The second quarter of the year was slower, but looking at year-over-year revenue comparisons, the market grew by double digits. There's no question that the continued roll-out of 100Mbps+ services via DOCSIS 3.0 today and DOCSIS 3.1 later this year will continue to drive the market forward. There are committed initiatives in place at Comcast and Liberty Global, with others certain to follow as the year progresses."
In the key North American market, DOCSIS channel shipments were down 25% sequentially in 2Q15 after increasing 13% in 1Q15; revenue was also down 19% due to a slowdown among a handful of larger operators.
Coax media converters are being used in emerging markets, particularly China and Southeast Asia, to provide lower-cost C-DOCSIS services to multiple dwelling units; IHS expects this trend to continue through at least 2019.
And, thanks to the early availability of its CCAP-capable product, ARRIS dominated the cable broadband market once again in Q2, capturing over half of worldwide revenue.
The report follows news that TV shipments are also down.