& cplSiteName &

Humax Takes Comcast Angle Into US Cable

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
10/12/2012
50%
50%

South Korean set-top maker Humax Co. Ltd. is making an aggressive move into the North American cable market that appears to be led by a push at Comcast Corp. (Nasdaq: CMCSA, CMCSK).

It's not clear if Humax has won any business at the nation's largest cable operator yet, but multiple industry sources say the company is already starting to develop products to Comcast's specifications, a scenario that could apply more pressure on the MSO's traditional box suppliers, such as Motorola Mobility, Pace plc and Cisco Systems Inc. (Nasdaq: CSCO).

But rather than targeting Comcast's business for video gateways, Humax appears to be focused on the lower end of the market, placing early efforts on IP-only HD client boxes and a new line of QAM-based HD Digital Terminal Adapter (DTA) devices. (See Comcast HD-DTAs Reach the FCC.)

"They [Humax] will get a shot at that business," says an industry source. Comcast and Humax have not commented on their purported relationship.

On the IP side, Humax appears to be working on the XI3, an IP client device that is expected to receive video from a gateway that can transcode QAM video to IP format and shuttle it along the home network using Multimedia over Coax Alliance (MoCA) and possibly Wi-Fi. Down the line, those clients should be able to receive IP video directly if and when Comcast decides to launch an IP simulcast. Those boxes, not expected to be ready until next year at the earliest, could also be made to work with a network DVR. Pace plc , the first supplier of Comcast's hybrid QAM/IP X1 box, is also among the vendors known to be developing the XI3. (See Meet Comcast's IP-Only Set-Top.)

Humax also has some executives on board who know the cable business and hail from Samsung Corp. , a company that has success at Time Warner Cable Inc. (NYSE: TWC), Bright House Networks and Cablevision Systems Corp. (NYSE: CVC). Among recent moves, Frank Romeo joined Humax as SVP, digital cable business development in April 2012, according to his LinkedIn profile. (See Samsung Boxes Break In at Cablevision .)

U.S. cable represents a new opportunity for Humax as operators prepare their shift to IP and Motorola Mobility's and Cisco's grip on the market continues to weaken. Comcast, meanwhile, is trying to open and speed up the set-top produce development cycle with the Reference Design Kit (RDK), a pre-integrated software bundle for IP-connected set-tops and gateways. (See Comcast's Set-Top Accelerator Gains Traction and Cisco, Humax & Technicolor Join Comcast's Crew .)

Satellite TV represents the bulk of Humax's set-top market, with much of its U.S. business coming way of DirecTV Group Inc. (NYSE: DTV), says Broadbandtrends LLC Principal Analyst Teresa Mastrangelo, noting that Humax is typically a top five or six set-top player in terms of global revenue share. "The RDK may give them an opportunity to come into the cable market. They can take what Comcast wants and just port it on their set-top box."

— Jeff Baumgartner, Site Editor, Light Reading Cable



(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
From The Founder
Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators.
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.
LRTV Interviews
Heavy Reading: The Webscale View

1|18|17   |     |   (0) comments


At Light Reading's 2020 Vision Executive Summit in Rome, Heavy Reading's former chief analyst Patrick Donegan shared insight from the recent webscale operators report, which featured research on how webscale operators view the market, the best webscale companies to ...
LRTV Custom TV
Cisco's Cloud Scale Networking: Automation, Virtualization & Simplification

1|18|17   |     |   (0) comments


Cisco's Sanjeev Mervana outlines the latest innovations in networking technology at CES 2017 in Las Vegas.
LRTV Custom TV
ADVA Talks Innovation & the Future of Networking

1|17|17   |     |   (0) comments


Ray Le Maistre and Christoph Glingener, CTO of ADVA Optical Networking, discuss the current state of the industry, cooperation and collaboration, open innovation and the future of networking.
LRTV Custom TV
Cisco's Infinite Video Platform

1|17|17   |     |   (0) comments


Cisco's Infinite Video Platform allows service providers to deliver broadcast-quality video over IP networks. Infinite video supports many devices, from 4K TVs to tablets to game consoles. Join Cisco's Rajeev Raman for a brief tour and live demo.
LRTV Interviews
Masergy: Ability to Adapt Key for NFV

1|16|17   |   6:40   |   (0) comments


Speaking at Light Reading's 2020 Vision in Rome, Masergy's VP, Global Technology, Ray Watson, said agility is key to providing the mix and match NFV-based services that are driving business for the managed service provider today.
LRTV Interviews
Equinix: The Data Explosion

1|13|17   |   4:16   |   (0) comments


At Light Reading's 2020 Vision in Rome, Eric Schwartz, president of EMEA, Equinix, talked about how Equinix is helping its customers manage the influx of data today, and how it's preparing for a future filled with millions of connected IoT devices.
LRTV Interviews
Heavy Reading: The Changing Data Center Landscape

1|12|17   |   6:05   |   (1) comment


At Light Reading's 2020 Vision event in Rome, Heavy Reading's Senior Analyst Roz Roseboro talks about how virtualization is impacting data center evolution and how that evolution is affecting the relationship between service providers, data center operators and public cloud providers.
LRTV Interviews
Boingo: Prepping for Millions of Devices

1|12|17   |   5:07   |   (1) comment


At Light Reading's 2020 Vision in Rome, Boingo's CTO Derek Peterson discusses how wireless operators will address the needs of low-bandwidth and high-bandwidth apps at the same time, the need for more MHz, the impact of IoT and more.
LRTV Interviews
Comcast Shows Off Gig Gateway at CES

1|11|17   |     |   (1) comment


With its largest presence at CES in years, Comcast took the wraps off its long-awaited gigabit gateway and a new platform for managing the home WiFi network. Light Reading Senior Editor Mari Silbey sat down with EVP Chris Satchell to discuss the latest Comcast advance, and met with VP of Product Strategy and Development Andrea Peiro to walk through a demo of the ...
LRTV Interviews
Colt: End-to-End Key for 2017

1|10|17   |   6:21   |   (0) comments


At Light Reading's 2020 Vision Executive Summit in Rome, Nico Fischbach of Colt said having a multi-carrier, end-to-end service proposition is going to be key for 2017 -- and SD-WAN is instrumental in making it happen.
From the Founder
Cisco's Clemson on Mobile Cloud Video

1|9|17   |     |   (1) comment


Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators. "If you think about where we're going… whether it's a mobile application, or a video ...
LRTV Custom TV
VMware Telco NFV Solutions – Preparing for 5G & IOT

1|9|17   |     |   (0) comments


Shekar Ayyar, EVP & Corporate Strategy/General Manager of Telco for VMware, discusses VMware's Telco NFV solutions role and foundation for the Imminent Arrival of 5G & IOT.
Upcoming Live Events
May 15-17, 2017, Austin Convention Center, Austin, TX
All Upcoming Live Events
Infographics
Hot Topics
A Women in Comms Glossary
Sarah Thomas, Director, Women in Comms, 1/18/2017
Ericsson: 5G Heralds 'New' New Economy
Mari Silbey, Senior Editor, Cable/Video, 1/12/2017
Next Plugfest Gets G.fast Closer to Market
Brian Santo, Senior editor, Test & Measurement / Components, Light Reading, 1/13/2017
TV's Paradox: No HDR Without 4K
Mari Silbey, Senior Editor, Cable/Video, 1/17/2017
Cable Has One Thing Verizon Needs
Mari Silbey, Senior Editor, Cable/Video, 1/17/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Light Reading founder and CEO Steve Saunders chats with Sportlogiq CEO Craig Buntin about sports data analysis.
Eyal Waldman, CEO of Mellanox Technologies, speaks to Steve Saunders, CEO of Light Reading, for an exclusive interview about the 100 GB cable challenge, cybersecurity and much more.
Animals with Phones
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.