The second quarter for the broadband market was a little softer than usual.
IHS says cable broadband equipment revenue fell two percent quarter-over-quarter, during a second quarter that is historically strong for cable broadband capex.
But the slight dip isn’t reason for concern, IHS says.
“Right now, the cable broadband market is like seeing the forest for the trees. The second quarter of the year was slower, but looking at year-over-year revenue comparisons, the market grew by double digits. There’s no question that the continued rollout of 100Mbps+ services via DOCSIS 3.0 today and DOCSIS 3.1 later this year will continue to drive the market forward. There are committed initiatives in place at Comcast and Liberty Global, with others certain to follow as the year progresses,” Jeff Heynen, research director for broadband access and pay TV at IHS, said in a statement.
In the North American market, IHS says that DOCSIS channel shipments fell 25 percent quarterly after rising 13 percent in first quarter of the year. Along with that, revenue fell 19 percent due to a “slowdown among a handful of larger operators.”
But global converged cable access platform (CCAP) spending grew 34 percent annually during the first half of 2015. IHS says Arris, by making its CCAP-enabled products available ahead of others, was able to snag more than half of the global revenue for the market segment.