According to Infonetics Research, the vast majority of cable operator spending in the first quarter of 2014 went toward new CCAP equipment instead of CMTS gear, with CCAP sales up 177% percent in the quarter. The research house says cable operators are steadily adding channel capacity via DOCSIS 3.0, IP video, business services, carrier WiFi, and planned DOCSIS 3.1 rollouts.
Among other findings:
- The combined global CMTS, CCAP, and edge QAM market was down 6% in 1Q14 from 4Q13, to $332 million.
- CCAP revenue jumped 177% sequentially in 1Q14, while CMTS revenue dropped 76%.
- 1Q14 marked another record quarter for CMTS and CCAP channel shipments, owing mainly to a 229% sequential jump in CCAP channel shipments worldwide.
- Nowhere is the shift to CCAP being felt more acutely than in the North American market, where quarterly revenue dropped 13% despite CMTS and CCAP channel shipments jumping 20%.