Entropic attributed it to multi-room DVR ramp-ups by Tier 1 pay TV operators. Barclays Capital noted today that Entropic is gaining from fresh deployments by the likes of DirecTV Group Inc. (NYSE: DTV), Comcast Corp. (Nasdaq: CMCSA, CMCSK), Time Warner Cable Inc. (NYSE: TWC), and Cox Communications Inc. , with shipments to long-time MoCA user Verizon Communications Inc. (NYSE: VZ) expected to remain steady.
But Entropic won't own the market forever. Barclays Capital expects Broadcom Corp. (Nasdaq: BRCM) to get 10 to 15 percent of the market by the fourth quarter, thanks in large part to the chipmaker's work with Motorola Inc. (NYSE: MOT).
The idea is to create a new breed of cheaper set-tops with "DVR like" functionality using cards with storage capacities in the range of 4 to 16 GBytes. The concept might sound familiar. Advanced Digital Broadcast (ADB) is working on a similar DVR-lite idea with a tru2way-based set-back box called the "Phantom." (See Tru2way 'Phantom' Box Is a DVR Lightweight .)
It's the latest, sizable win for Arris's D5, coming weeks after we learned that Time Warner Cable recently awarded Arris a nice chunk of its edge QAM business. (See Arris Wins at Time Warner Cable .)
Microsoft Corp. (Nasdaq: MSFT) and Google (Nasdaq: GOOG) will be among the parties welcoming a positive vote. The cable industry? Not so much. It's been concerned that services based on unlicensed white spaces technology will interfere with and impair cable services. (See Cable Worried About 'White Space' Tech.)
The FCC could help to avoid the interference issue by enacting rules to ensure that white space devices are smart enough to avoid parts of the spectrum that are already in use.
— Jeff Baumgartner, Site Editor, Light Reading Cable