& cplSiteName &

Modem Shipments Eclipse Old Record

Alan Breznick
9/7/2007
50%
50%

Combined worldwide shipments of cable data and voice modems surged well past the 16 million unit mark during the first half of the year, easily setting a new record for the cable industry.

According to the latest compilation of figures by Heavy Reading, cable equipment makers shipped nearly 16.4 million Docsis cable modems, embedded multimedia terminal adapters (E-MTAs), and integrated gateways over the first six months of 2007. That represents a 19.5 percent jump from the 13.7 million total Docsis devices that cable tech vendors shipped during the corresponding period of 2006.

E-MTAs, which integrate cable data modems with PacketCable IP phone adapters, led the way again in the first two quarters, thanks to steadily rising demand for the combined voice/data devices. As cable operators in the U.S., Canada, and the rest of the world ramped up their rollouts of VOIP service, global voice modem shipments rose to more than 7.4 million units, up 38.9 percent from nearly 5.4 million units in the first half of 2006.

Due to such robust growth, E-MTAs accounted for an impressive 45.4 percent of all Docsis device shipments by the leading cable tech vendors in the first two quarters. That's up from a 39.1 percent share for the same period a year earlier.

Worldwide shipments of data-only cable modems also climbed a bit over the first two quarters of the year, albeit much more modestly than E-MTA shipments. Cable equipment makers shipped close to 8.6 million data modems in the first six months of 2007, up just 2.5 percent from more than 8.3 million modems in the first half of last year.

Arris Group Inc. (Nasdaq: ARRS), which took over first place in the rapidly growing E-MTA category in 2005, widened its edge over previous category leader Motorola Inc. (NYSE: MOT) even as both companies boosted their shipment numbers sharply. Arris reported shipping nearly 3.5 million voice modems in the first half of the year, up from more than 2.1 million in the first two quarters of 2006. As a result, the firm captured 46.5 percent of the E-MTA market, up from 40.1 percent the year before.

Motorola fell further behind Arris in the worldwide E-MTA rankings, even though it also boosted its unit shipments markedly. Moto shipped 2.0 million voice modems in the first half of the year, up from nearly 1.6 million units in the first half of 2006. But, due to Arris's strong growth, Moto's market share actually slipped to 27.0 percent, down from 29.2 percent last year.

Third-place Scientific Atlanta experienced a weaker first half in E-MTA sales, causing it to lose more ground to both Arris and Motorola. SA shipped more than 1.0 million voice modems in 2007, down from more than 1.1 million units in 2006. Consequently, its market share plummeted to 14.0 percent, down from 20.8 percent the year before.

Table 1: Top E-MTA Suppliers in 1H07

 Vendor   E-MTAs   Market Share 
Arris 3,456,745 46.5%
Motorola 2,005,000 27.0%
Scientific Atlanta 1,042,480 14.0%
Thomson 494,212 6.7%
Ambit 213,299 2.9%
Other 220,000 3.0%
Total 7,431,736 100.0%
Source: Company reports, Heavy Reading estimates




Although E-MTAs generated most of the market's overall growth, data-only modems still accounted for slightly more than half of the Docsis devices shipped during the first six months of the year. The nearly 8.6 million cable modems made up 52.3 percent of the total Docsis gear market, down markedly from 60.9 percent a year earlier.

Motorola continued to dominate the traditional cable modem market, maintaining a wide lead over its closest pursuers. Moto reported shipping nearly 3.3 million cable modems globally in the first half, commanding a 38.0 percent market share, down from 43.7 percent a year earlier.

As Motorola's biggest rival, Scientific Atlanta gained some ground on the leader but remained a distant second in the cable modem rankings. SA shipped nearly 1.8 million modems in the first two quarters, earning itself a 20.5 percent share, up from 15.7 percent a year earlier.

Ambit Broadband came in a strong third in the rankings as it also closed the gap a bit with Motorola. Ambit shipped almost 1.4 million data modems over the first six months, carving out a 16.0 percent share, up from 13.6 percent in 2006.

Table 2: Top Cable Modem Suppliers in 1H07
 Vendor   Cable Modems   Market Share 
Motorola 3,254,000 38.0%
Scientific Atlanta 1,758,435 20.5%
Ambit 1,368,818 16.0%
Thomson 830,263 9.7%
Arris 267,424 3.1%
Other 1,080,000 12.6%
Total 8,558,940 100.0%
Source: Company reports, Heavy Reading estimates




Adding up both data-only modems and E-MTAs, Motorola maintained its dominance over the first half of the year. But Arris scooted past Scientific Atlanta for second place in the overall Docsis device rankings.

Hitting a new high, Motorola shipped more than 5.5 million data and voice modems in the first half, up from 5.2 million in 2006. As a result, Moto captured 33.9 percent of the market, still well ahead of its rivals although down from its 38.0 percent share a year earlier.

Arris, making the most of its soaring E-MTA sales, posted its strongest overall showing yet in the first half. Arris shipped a total of 3.7 million Docsis devices, up from 2.3 million units the year before. Thus, its overall market share rose to 22.8 percent, up from 17.1 percent in 2006.

Despite a healthy hike in total units shipped, Scientific Atlanta slumped back to third place in the overall Docsis device rankings after wresting away second place from Arris last year. SA shipped nearly 2.9 million data and voice modems in the first half, up sharply from 2.4 million units in 2006. But its worldwide market share stayed even at 17.7 percent because of the rival gains by Motorola and, especially, Arris.

Table 3: Total Docsis Device Shipments in 1H07
 Vendor   Docsis Devices   Market Share 
Motorola 5,545,000 33.9%
Arris 3,724,169 22.8%
Scientific Atlanta 2,891,719 17.7%
Ambit 1,582,117 9.7%
Thomson 1,324,475 8.1%
Other 1,300,000 7.9%
Total 16,145,363 100.0%
Source: Company reports, Heavy Reading estimates




— Alan Breznick, Senior Analyst, Heavy Reading

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Light Reading’s Upskill U is a FREE, interactive, online educational resource that delivers must-have education on themes that relate to the overall business transformation taking place in the communications industry.
NEXT COURSE
Wednesday, September 14, 1:00PM EDT
What Is Agile?
Kent J. McDonald, Product Owner, Agile Alliance
UPCOMING COURSE SCHEDULE
Friday, September 16, 1:00PM EDT
How to Implement Agile
,
Wednesday, September 21, 1:00PM EDT
What Is DevOps?
Colin Kincaid, CTO, Service Provider, Cisco
Friday, September 23, 1:00PM EDT
How to Implement DevOps
,
in association with:
From The Founder
Light Reading today starts a new voyage as part of a larger Enterprise.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
Between the CEOs
CEO Chat: Intel's Alexis Black Bjorlin

8|17|16   |   06:23   |   (0) comments


Join us for an in-depth interview between Steve Saunders of Light Reading and Alexis Black Bjorlin of Intel as they discuss the release of the company's Silicon Photonics platform, its performance, long-term prospects, customer expectations and much more.
Telecom Innovators Video Showcase
Accelerating Telecom Digital Transformation With Nominum DNS

8|1|16   |   12:04   |   (0) comments


Light Reading's Steve Saunders gets an update from Nominum CEO Gary Messiana on how his company is helping carriers on the digital transformation journey.
LRTV Custom TV
Reinventing Operations for a Virtual, Software-Defined World

7|28|16   |   5:23   |   (0) comments


Heavy Reading Senior Analyst Jim Hodges speaks with Accenture's Larry Socher and Matt Anderson about what service providers must do to transform their business to get the benefits of SDN and NFV including: leveraging DevOps, introducing real-time OSS and implementing analytics.
Women in Comms Introduction Videos
Fujitsu Sales Leader Shares Lessons Learned

7|27|16   |   5:12   |   (1) comment


As Fujitsu's only female sales leader, Annie Bogue knows the importance of asking for what you want, being flexible (she's been relocated five times), keeping a meticulous calendar, 'leaning in,' working harder than everyone else around you, being aware and more.
Telecom Innovators Video Showcase
VeEX Test & Measurement Solutions

7|25|16   |   08:57   |   (0) comments


Cyrille Morelle, president and CEO of VeEX Inc., talks test and measurement with Light Reading's Steve Saunders at BCE 2016. This includes innovative products such as VeSion Cloud-Based platform for network monitoring; MTTplus Modular Test platform for Access, Business, Carrier Ethernet, Transport and Core services; and OPX-BOX+ for Fiber Optics.
LRTV Custom TV
VeEX: Live From BCE 2016

7|25|16   |   03:20   |   (0) comments


VeEX's Senior Director of Business Development, Perry Romano, explains how VeEX provides tools to help install, maintain, monitor and manage network infrastructure efficiently and effectively. The portfolio of products on display include the RXT-6000, MTTplus and TX300s.
LRTV Custom TV
Real-Time Telemetry & Analytics for Intelligent SDN Orchestration

7|25|16   |   03:09   |   (0) comments


Packet Design CEO Scott Sherwood discusses how real-time network telemetry and analytics are enabling a new breed of SDN orchestration applications.
From the Founder
The Russo Report: Driving Disruption

7|25|16   |   07:44   |   (2) comments


In the first episode of a four-part series, Light Reading Founder and CEO Steve Saunders and Calix President and CEO Carl Russo drive around town discussing the disruptive mega-changes in the communications industry and where hope lies for service providers to meet the escalating demands of the cloud.
LRTV Custom TV
NetScout: Maximizing Enterprise Cloud for Digital Transformation

7|20|16   |   04:53   |   (0) comments


Light Reading Editor Mitch Wagner talks to NetScout CMO Jim McNiel about maximizing the benefits of enterprise cloud and digital transformation while minimizing potential pitfalls with a proper monitoring and instrumentation strategy.
Women in Comms Introduction Videos
Ciena's VP Offers a Career Crash Course

7|20|16   |   4:14   |   (2) comments


How did Ciena's Vice President of Sales, Angela Finn, carve out her career path? Simple, she tells WiC. She stayed true to her company, customers and principles. She shares her advice for women on how to be authentic and credible, as well as for companies that want to make a real change to their culture and practices.
LRTV Custom TV
NFV in 2016: Part 2 – Climbing the Virtualization Maturity Curve

7|19|16   |   06:56   |   (0) comments


Many of the initial use case implementations are single-vendor and self-contained. The industry is still climbing the virtualization maturity curve, needing further clarity and stability in the NFV infrastructure (NFVi) and greater availability and choice of virtualized network functions (VNFs). Interoperability between NFVis and VNFs from different vendors ...
Telecom Innovators Video Showcase
Versa Networks' Kumar Mehta on SD-WAN Managed Services

7|19|16   |     |   (0) comments


In Silicon Valley, Steve Saunders sits down with Versa's Kumar Mehta for an interview focused on why service providers are building SD-WAN managed services, and how Versa's telco customers are innovating.
Upcoming Live Events
September 13-14, 2016, The Curtis Hotel, Denver, CO
November 3, 2016, The Montcalm Marble Arch, London
November 30, 2016, The Westin Times Square, New York City
December 1, 2016, The Westin Times Square, New York, NY
December 6-8, 2016, The Westin Excelsior, Rome
May 16-17, 2017, Austin Convention Center, Austin, TX
All Upcoming Live Events
Infographics
Five of the Top 10 most targeted countries in Check Point Software Technologies' global Malware & Threat Index for Q1 2016 are in Africa.
Hot Topics
Cisco Developing 'Monica' Digital Assistant
Mitch Wagner, West Coast Bureau Chief, Light Reading, 8/22/2016
Cisco Throws 5,500 Overboard on Cruise to Richer Waters
Mitch Wagner, West Coast Bureau Chief, Light Reading, 8/17/2016
VoLTE Can Drive 4G Small Cells Adoption
Ravi Narayanan, Senior Analyst – Cloud & Next Generation Mobile Networks, Heavy Reading, 8/18/2016
Slow Roll Builds for DOCSIS 3.1
Mari Silbey, Senior Editor, Cable/Video, 8/17/2016
Rocket Fiber Lights Up Detroit With Gigabit
Elizabeth Miller Coyne, Managing Editor, 8/22/2016
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Join us for an in-depth interview between Steve Saunders of Light Reading and Alexis Black Bjorlin of Intel as they discuss the release of the company's Silicon Photonics platform, its performance, long-term prospects, customer expectations and much more.
There's no question that, come 2020, 5G technology will turn the world's conception of what mobile networking is on its head. Within the world of 5G development, Dr. ...
Animals with Phones
Live Digital Audio

Bridging the tech skills gap is a major challenge for service providers and suppliers alike today – and the challenge is two-fold when it comes to increasing the number of women in the comms space. Level 3 Communications has made it a priority to overcome both challenges by implementing several unique programs focused on building the right candidates from within – in addition to filling the funnel by supporting STEM and other education programs. During this radio show, you’ll learn about these programs from Mary Beth McGrath, SVP of Global Talent Management at Level 3, and the best ways to bridge your own skills gap so that you are motivated and equipped for change. Plus you’ll have the chance to ask Mary Beth your questions live on the air.