Light Reading
Casa Systems and Arris charge ahead as the CCAP market takes off in the fourth quarter, leaving Cisco, CommScope, and Harmonic in the dust out of the box.

Casa Seizes Early CCAP Lead

Alan Breznick
3/5/2014
50%
50%

Despite its relatively small size, Casa Systems has emerged as the strong early leader in the still-developing market for next-gen Converged Cable Access Platform (CCAP) hardware.

Casa Systems Inc. , a brash startup based in the Boston suburbs, took home more than half of the CCAP equipment shipment revenues in the fall quarter, according to the latest report on the market by Infonetics Research Inc. . Infonetics found that Casa accounted for 57% of the roughly $95 million in shipment revenues for the quarter, or about $55 million. "They [Casa] just had a phenomenal quarter," said Jeff Heynen, principal analyst for broadband access and pay TV at Infonetics.

Arris Group Inc. (Nasdaq: ARRS) followed next with about 38% of the revenues while Harmonic Inc. (Nasdaq: HLIT) collected the remaining 5%. Neither Cisco Systems Inc. (Nasdaq: CSCO), the traditional leader in the closely related cable modem termination system (CMTS) business, nor CommScope Inc. , a player on the related edgeQAM device side of the business, scored in the CCCAP rankings for the quarter because they've gotten off to later starts in the market than their three rivals.

Cisco, however, remains the champion of the combined CCAP/CMTS/EdgeQAM market, followed by Arris. That's because CMTS devices still make up the bulk of the total equipment market, although that's starting to change now.

Casa, whose C100G device qualified as Light Reading's best new cable product of the year in 2013, declined to confirm the report's estimates of its CCAP device revenues. But a company source did say that the firm had "large shipments of CCAP products" during the fall months. He also said Casa is "already off to a great start [this year] with volume shipments of CCAP channels and expects that 2014 will be significantly better than 2013." (See 2013 Leading Lights Finalists: Best New Product (Cable) .)


CCAP is one of a number of key topics that will feature at Cable Next-Gen Technologies & Strategies, March 27, in Denver, Colorado.


Casa's early rush out of the gate comes as the CCAP market is clearly beginning to heat up. With the roughly $95 million in shipment revenues, CCAP devices accounted for 26% of the total $363 million in shipment revenues for the overall category in the fourth quarter, up from just 8% of the market's revenues in the third quarter, according to Infonetics. Reflecting that revenue surge, CCAP channel shipments nearly tripled in the fall, jumping 192%. (See CCAP Starting to Make Impact .)

"It seems that more and more cable operators are making the decision to go into their headends and start over again [with CCAP]," Heynen said. He credited at least part of the growing CCAP momentum to the desire of MSOs to prepare their networks for the deployment of the new DOCSIS 3.1 broadband standard, which is expected to start by the end of this year, and to remote PHY (physical layer) architectures.

Thanks to the CCAP surge, the combined equipment category saw shipment revenues jump 11% in the fourth quarter over the same period a year ago. But, for the entire year, the overall market actually contracted, falling 8% to about $1.3 billion in revenues. Heynen blamed the yearly drop-off primarily on channel price erosion in the CMTS sector, noting that the decline occurred despite record shipment of both CMTS and CCAP channels.

Infonetics projects that shipment revenues will grow steadily over the next four years as CCAP devices take over the market from their CMTS counterparts. The research group sees annual revenues rising about $100 million year to reach $1.7 billion by 2018, with CCAP devices accounting for the bulk of the shipments by 2016.

— Alan Breznick, Cable/Video Practice Leader, Light Reading

(2)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
albreznick
50%
50%
albreznick,
User Rank: Blogger
3/11/2014 | 10:22:56 PM
Can Casa keep it up?
Now that Casa is the early frontrunner in the CCAP sweepstakes, the big question is whether they can keep the lead. Arris is mobing fast too and Cisco will undoubtedly be a big player too. So is this just an early flash or will Casa stay in the running over the long term? We shall see. 
albreznick
50%
50%
albreznick,
User Rank: Blogger
3/5/2014 | 9:31:42 PM
Where's Cisco?
So Cisco says it has done several CCAP deployments in both Europe and North America. Yet they didn't show up in Infonetics' stats. I wonder why.  
Flash Poll
LRTV Custom TV
A New Security Paradigm in SDN/NFV

7|28|14   |   02:54   |   (0) comments


Paul Shaneck, Global Director Network Solutions for Symantec, discusses the evolving virtualized network, explaining how Symantec is leading the security discussion as it relates to SDN and NFV, and helping to ensure the network is protected and compliant.
LRTV Documentaries
Sprint's Network Evolution

7|24|14   |   14:59   |   (0) comments


Sprint's Jay Bluhm gives a keynote speech at the Big Telecom Event (BTE) about Sprint's network and services evolution strategy, including Spark.
LRTV Documentaries
BTE Keynote: The Software-Defined Operator

7|24|14   |   18:43   |   (1) comment


Deutsche Telekom's Axel Clauberg explains the concept of the software-defined operator to the Big Telecom Event (BTE) crowd.
Light Reedy
Numbers Are In: LR's 2014 Salary Survey

7|24|14   |   1:25   |   (7) comments


Our fourth annual Salary Survey paints a picture of who's hiring, firing, earning, and yearning for a change in the telecom industry.
LRTV Custom TV
Driving the Network Transformation

7|23|14   |   4:29   |   (0) comments


Intel's Sandra Rivera discusses network transformation and how Intel technologies, programs, and standards body efforts have helped the industry migration to SDN and NFV.
LRTV Custom TV
Distributed NFV-Based Business Services by RAD

7|18|14   |   5:38   |   (0) comments


With the ETSI-approved Distributed NFV PoC running in the background, RAD's CEO, Dror Bin, talks about why D-NFV makes compelling sense for service providers, and about the dollars and cents RAD is putting behind D-NFV.
LRTV Custom TV
MRV – Accelerating Packet Optical Convergence

7|15|14   |   6:06   |   (0) comments


Giving you network insight to make your network smarter.
LRTV Custom TV
NFV-Enabled Ethernet for Generating New Revenues

7|15|14   |   5:49   |   (0) comments


Cyan's Planet Orchestrate allows service providers and their end-customers to activate software-based capabilities such as firewalls and encryption on top of existing Ethernet services in just minutes.
LRTV Custom TV
Symkloud NVF-Ready Video Transcoding, Big Data

7|9|14   |   3:41   |   (0) comments


Kontron and ISV partner Vantrix demonstrate high-performance video transcoding and data analytic solutions on same 2U standard platform that is ready for SDN and NFV deployments made by mobile, cable and cloud operators.
LRTV Huawei Video Resource Center
The Evolving Role of Hybrid Video for Competitive Success

7|4|14   |   4:09   |   (0) comments


At Huawei's Global Analysts Summit in Shenzhen, China, Steven C. Hawley from TV Strategies speaks to us about the evolving role of hybrid video for competitive success.
LRTV Huawei Video Resource Center
How CSPs Leverage Big Data in the Digital Economy

7|4|14   |   4:48   |   (2) comments


Justin van der Lande from Analysys Mason shares with us his views on how telecom operators can leverage customer asset monetization with big data. His discusses the current status of big data applications and the challenges and opportunities for telecom operators in the digital economy era.
LRTV Huawei Video Resource Center
Accelerator for Digital Business – Future Oriented BSS

7|4|14   |   3:08   |   (0) comments


Mobile and internet are becoming intertwined; IT and CT are integrating; and leading CSPs have begun to transform to information service and entertainment providers. How should the BSS system evolve to enable this transformation? Karl Whitelock, an analyst at Frost & Sullivan, shares his views.
Upcoming Live Events!!
September 16, 2014, Santa Clara, CA
September 16, 2014, Santa Clara, CA
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 9-10, 2014, Reykjavik, Iceland
Infographics
Packet Design asks network professionals how they handle the cloud, SDN, and network management.
Today's Cartoon
Vacation Special Caption Competition Click Here
Latest Comment
Hot Topics
Facebook: 30% of Users Are Mobile-Only
Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/24/2014
Is Windstream Boldly Setting a New Trend?
Carol Wilson, Editor-at-large, 7/29/2014
Nokia Holds Steady in Q2, Raises Outlook
Ray Le Maistre, Editor-in-chief, 7/24/2014
U-verse Growth Slips But Still Strong
Alan Breznick, Cable/Video Practice Leader, 7/24/2014
Verizon Applies 3G Throttling Policy to LTE
Sarah Reedy, Senior Editor, 7/25/2014
Like Us on Facebook
Twitter Feed