Thursday, June 20, 2013

    Declines in Most Segments of Video Infrastructure Market

    The Worldwide Service Provider Video Infrastructure total market was down 7.2% Q-Q and 10.3% Y-Y. The declines were in nearly all segments with only core routing and CMTS with sequential increases this quarter.

    Cable and IPTV STBs declined because of slowing subscriber growth and ASP declines. CMTS gained 6.4% quarter-Q but declined 26.2% Y-Y. The decline was caused by volume shipments of higher density line cards and software upgrades to existing line cards, which dramatically lowered average selling prices. Packet infrastructure posted an annual decline in core routing and was nearly flat in edge routing.

    Not surprisingly, Cisco is the dominant player in the space because of its broad-based coverage of the market and is the only vendor with strength in routing, switching and CMTS. Cisco has also been leading the IPTV STB market for several years and took the lead in cable STBs from Motorola.


    1Q/13 Worldwide Service Provider Video Infrastructure
    Company
    Rank
    Market Share
    Cisco
    1
    48.7%
    Motorola
    2
    13.7%
    Alcatel-Lucent
    3
    7.7%
    Pace
    4
    6.8%
    Juniper
    5
    4.7%

    1Q/13 Worldwide IPTV STBs
    Company
    Rank
    Market Share
    Cisco
    1
    42.0%
    Motorola
    2
    14.6%
    Skyworth
    3
    7.2%
    ADB
    4
    6.7%
    Pace
    5
    6.6%

    1Q/13 Worldwide Cable STBs
    Company
    Rank
    Market Share
    Cisco
    1
    31.3%
    Motorola
    2
    31.2%
    Pace
    3
    12.1%
    Humax
    4
    6.0%
    Skyworth
    5
    4.7%




    David Dines
    ddines@acgresearch.net

    www.acgresearch.net

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