CMTS Sales Surge to Record Level in the Second Quarter, According to Dell'Oro Group

Cisco Extends Lead in CMTS Sales; Arris Captures Cable CPE Lead for the First Time

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Sep 01, 2010, 09:15 ET

REDWOOD CITY, Calif., Sept. 1 /PRNewswire/ -- According to a newly published report by Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, second quarter Cable Modem Termination Systems, or CMTS, sales reached a record level growing 15 percent sequentially and 63 percent over the year-ago period, while unit shipments for Cable CPE were relatively flat over the same period.

"Although virtually all CMTS equipment sales have been DOCSIS 3.0 over the last two years, shipments of DOCSIS 3.0 CPE have lagged due to the price premium for both these devices and the high monthly cost for high-speed DOCSIS 3.0 service," said Tam Dell'Oro, President of Dell'Oro Group. "With these premiums starting to narrow, we expect increasing demand for DOCSIS 3.0 CPE to drive higher levels of Cable CPE shipments beginning in the second half of this year," Dell'Oro added.

The report shows that CMTS growth was driven by strong shipments from Cisco, which more than offset lower sales from Arris and Motorola. Cisco's revenue share increased 14 points sequentially, reaching its highest level in two years. For Cable CPE, Arris, the long time leader in the Voice-and-Data segment, overtook Cisco and Motorola for the lead in terms of overall unit shipments.

About the Report

The Dell'Oro Group Quarterly Access Report provides complete, in-depth coverage of the market with tables covering manufacturers' revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. Network infrastructure equipment includes Cable Modem Termination Systems (CMTS), Digital Subscriber Line Access Multiplexers ([DSLAMs] by technology ADSL, G.SHDSL, and VDSL), and PON Optical Line Terminals ([OLTs] by technology BPON, EPON, and GPON). The report also covers Cable and DSL Customer Premises Equipment (CPE) technology and PON Optical Networking Terminals (ONTs). To purchase this report, call Emily Kendall +1.650.622.9400 x223 or email [email protected].

About Dell'Oro Group

As the trusted source for market information about the networking and telecommunications industries, Dell'Oro Group provides in-depth, objective research and analysis that enable component manufacturers, equipment vendors, and investment firms to make fact-based, strategic decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit www.DellOro.com.

SOURCE Dell'Oro Group