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 Huawei Video Resource Center
Sales Director of INIT on Plug & Play Switch Devices

9|19|14   |   3:21   |   (0) comments


INIT Italy uses both the Huawei S5700 and S7700 series switches for the campus LAN environment. Sales Director Andrea Curti says their company chose these Huawei devices over others because of their performance, flexible scalability and plug-and-play features.
LRTV Huawei Video Resource Center
Saudi Arabia Upgrades Vocational Training System

9|19|14   |   3:31   |   (0) comments


The Technical and Vocational Training Corporation (TVTC) has 100,000 students, 150 government-owned institutions and oversees 1000 private institutes. The CIO of TVTC explains that Huawei devices have allowed them to manage multiple datacenters using just one software program, scientifically tracking the progress of students and teachers, saving them millions.
LRTV Huawei Video Resource Center
Huawei's Media Solutions Are Here to Stay

9|19|14   |   4:35   |   (0) comments


The current media revolution requires rapid upgrades in technology. New formats (HD, 3D, 4K etc.) and the subsequent explosion of file sizes demand sophisticated network and storage architecture. Social media and the multiple distribution channels require a robust asset management system. Gartner analyst Venecia Liu speaks about the current technological trends in ...
LRTV Huawei Video Resource Center
Microgenesis on Huawei's Switches

9|19|14   |   3:57   |   (0) comments


Microgenesis is a solutions and system integrator company in the Philippines whose areas of expertise include data centers, networking and security products. In this video, Executive Director Jeffrey Choa talks to us about his customers needs and they benefit from using Huawei switches.
LRTV Huawei Video Resource Center
Network Solutions Help the Philippines Jump Ahead

9|17|14   |   2:59   |   (0) comments


In the past, the Philippines has under-invested in technology. Now, the CEO of Softshell talks about how Huawei products help the Philippines jump ahead as the economy improves.
LRTV Huawei Video Resource Center
VCS Observation for Safer Cities in the Netherlands

9|17|14   |   5:20   |   (0) comments


Holland's VCS Observation has been operating for 22 years. Its main goal is to get cities safer. CEO Wim van Deijzen tells us some of the challenges his company faces and how Huawei is helping to overcome these challenges.
LRTV Huawei Video Resource Center
A Conversation With Serbia's Ministry of Interior

9|17|14   |   4:38   |   (0) comments


At HCC 2014, the Assistant Minister of the Ministry of Interior of the Republic of Serbia talks to us about his projects and corporation with Huawei. Solutions like Safe City and E-Government and services like cloud computing are just some of the areas his department is interested in.
LRTV Huawei Video Resource Center
IHS Analyst Discusses eLTE at CCW 2014

9|10|14   |   7:09   |   (0) comments


Thomas Lynch, associate director of critical communications at IHS Technology, talks about broadband in critical communications.
LRTV Huawei Video Resource Center
TCAA on Huawei eLTE: A Broadband Solution for Mission-Critical Communications

9|10|14   |   2:29   |   (0) comments


At CCW2014 in Singapore, the TCCA's Phil Kidner talks about the importance of broadband data for critical communications.
LRTV Custom TV
Spotlight on Cisco: SDN for Optical Networks

9|8|14   |   9:27   |   (0) comments


Cisco's Greg Nehib talks OpenFlow and more on the 'Software-Defined Networking for Optical Networks' panel at the Big Telecom Event in June 2014.
LRTV Custom TV
Cisco's Evolved Programmable Network (EPN)

9|8|14   |   4:05   |   (0) comments


A look at the various demos Cisco showed at Light Reading's Big Telecom Event highlighting Cisco's EPN innovation and how SDN and NFV technologies are enabling a variety of new services.
LRTV Huawei Video Resource Center
The Future of Ultra-Broadband, With Kevin Kelly (UBBF2014)

9|5|14   |   1:13   |   (1) comment


If you think the technological changes we've seen up to now are astounding, just wait until you see what the future has in store. Discuss upcoming breakthroughs with Kevin Kelly, Founding Executive Editor of Wired Magazine, at the Huawei Ultra-Broadband Forum on September 24.
Upcoming Live Events!!
September 23, 2014, Denver, CO
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 2, 2014, New York City
December 3, 2014, New York City
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
A survey conducted by Vasona Networks suggests that 72% of mobile users expect good performance all the time, and they'll blame the network operator when it's not up to par.
Today's Cartoon
Vacation Special Caption Competition Click Here
Latest Comment
Hot Topics
AT&T: We'll Bundle Fixed Wireless & DirecTV
Mari Silbey, Independent Technology Editor, 9/15/2014
New NFV Forum Focused on Interoperability
Carol Wilson, Editor-at-large, 9/16/2014
NFV & The Data Center: Top 10 Takeaways
Sarah Reedy, Senior Editor, 9/18/2014
Connecticut Cities Crowdsource Gigabit Nets
Jason Meyers, Senior Editor, Utility Communications/IoT, 9/15/2014
Pics: LR's Women in Telecom Breakfast
Sarah Reedy, Senior Editor, 9/16/2014
Like Us on Facebook
Twitter Feed