According to a newly published report by Dell’Oro Group, second quarter sales of Cable Modem Termination Systems, or CMTS, reached a record level, growing 15 percent sequentially and 63 percent over the year-ago period, while unit shipments for cable consumer premises equipment (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, in a statement. “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."
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.