Date: 24/07/2012

The broadband CPE market grew 4% in 1Q12 to $1.76 Billion, as per Infonetics

Infonetics has estimated the global broadband customer premises equipment market, including DSL, cable, and FTTH CPE, grew 4% in 1Q12 over 4Q11 to $1.76 billion.

The other points reported by Infonetics include:
The seesaw battle between Huawei and ZTE for overall broadband CPE revenue share continues: Huawei took back the top spot in 1Q12, slightly edging out ZTE; both vendors are leading suppliers of FTTH CPE to China Telecom and China Unicom
The cable CPE segment showed the strongest growth, with revenue up 10% quarter over quarter, driven primarily by DOCSIS 3.0 upgrades in North America
FTTH CPE continues to grow, with 1.25G EPON optical network terminal (ONT) and 2.5G GPON ONT residential gateway revenue up by double digits in 1Q12

"The growth we’re seeing in wideband (DOCSIS 3.0) CPE revenue shows that the infrastructure investments made by operators in DOCSIS 3.0 equipment over the past few years are now paying off in new subscribers and upgrades to existing subscribers’ services," notes Jeff Heynen, directing analyst for broadband access and video at Infonetics Research. "North America is a hotbed for wideband activity right now, with wideband CPE shipments up more than 50% from the same time last year, illustrating that the cable companies are making a consistent effort to move subscribers to DOCSIS 3.0 service tiers. This is something we haven’t seen until now."

Broadband CPE vendors tracked by Infonetics include Alcatel-Lucent, ARRIS, AVM, Cisco (Linksys, Scientific Atlanta), Comtrend, D-Link, Dasan Networks, Fiberhome, Huawei, Mitsubishi, Motorola, NETGEAR, Pace, Sagemcom, SMC, Sumitomo, Telsey, Technicolor, TP-LINK, Ubee Interactive, Zhone, ZTE, ZyXEL, and others.
Author: Srinivasa Reddy N