Although Arris will remain in the D3 CPE catbird seat following its acquisition of Motorola Home, other vendors should have ample opportunity to win share as cable operators try to keep the market competitive by diversifying their product sourcing and supply chains, Heynen said. Opportunities will also emerge as MSOs expand deployments of wireless data/voice gateways as well as a new breed of video gateways that will include Docsis 3.0 cable modems. "Cisco will remain a major player," Heynen said, identifying Ubee, Technicolor SA, Hitron Technologies Inc., Samsung Electronics Co. Ltd. and Pace plc among vendors that are poised to gain ground. Headed and headless video gateways with D3 modems that can bond up to 24 channels -- enough to support max speeds approaching 1 Gbit/s -- represent a "huge wildcard" that could shake things up, Heynen said. "That could throw a monkey wrench in the market share as it currently stands." (See Comcast All-Service Gateways Go 'Headless'.) There's still plenty of revenue for that group to chase down. Infonetics expects video gateway revenues to grow from just $97 million worldwide last year, to $3.6 billion by the end of 2017.
— Jeff Baumgartner, Site Editor, Light Reading Cable