Infonetics Research released vendor share rankings and market share forecasts from its 3Q11 “Broadband CPE and Subscribers: PON, FTTH, Cable, and DSL” and “Home Networking Devices” reports. Data points and analysis highlight the growing digital home opportunity for service providers, who increasingly will look to exploit those opportunities for addition revenue.

“With a bulk of the groundwork laid, service providers will shift their focus to turning up services in subscribers’ homes,” notes Jeff Heynen, directing analyst for broadband access and video at Infonetics Research.

“The shift away from basic modems to high-end devices, such as VDSL gateways, VDSL IADs, wideband cable gateways and wideband EMTAs, reflects the fact that operators are preparing consumer homes with enough processing power to handle premium services, from high definition video to home automation and home security.”

Highlights of the Broadband CPE market report include:

  • ZTE held on to its #1 spot for broadband CPE revenue and shipments in 3Q11, helped by its partnership with China Telecom to deliver Ethernet FTTH infrastructure and CPE for higher-end residential complexes in Shanghai, leading to a surge in Ethernet FTTH ONT shipments this quarter
  • Motorola and Huawei tied for 2nd for overall broadband CPE revenue, followed by Technicolor and ARRIS
  • Global broadband CPE revenue held steady (up 1%) in 3Q11 over 2Q11, with FTTH CPE revenue up 16%, cable CPE up 2%, and DSL CPE down 6%
  • Year-over-year, global FTTH CPE revenue is up 36%, cable CPE is up 18% and DSL CPE is up 4%
  • ZTE also took the top spot in the highly-competitive FTTH CPE market from Huawei in 3Q11, and held onto the top spot in DSL revenue as well, thanks to the strength of ADSL gateway sales in China, EMEA, and Latin America
  • Despite a 7% worldwide decline in cable CPE revenue, Motorola held onto the top spot in cable CPE

Infonetics’ reports the market for global home networking devices totaled $1.8 billion in Q311, down 2% year-over-year “as seasonal softness hit nearly all market segments.” Year-over-year, device sales are up 10% worldwide.

Asia-Pacific is the only world region that posted a sequential revenue gain in 3Q, up 6%, “driven by a 9% revenue increase in broadband routers and a 16% rise in HomePlug powerline adapters.” D-Link extended its revenue share lead in the highly competitive broadband router market segment by expanding its marketing presence outside North America and Asia. NetGear and Cisco ranked second and third, respectively. Broadband router revenues rose 19% year-over-year overall.

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