DOCSIS Buoys Cable Access in Q1

According to a report by Dell'Oro Group, first-quarter revenue for access equipment (cable, DSL, PON) including infrastructure equipment and CPE declined 8% sequentially after surging to a record level in the fourth quarter. DSL and PON showed sequential declines for both revenue and shipments, but cable CPE had strong growth both sequentially and over the year-ago period.

"Typical seasonal weakness was exacerbated by several factors including lower PON shipments to China after strong year-end budget spending, the economic uncertainly in Europe and a slow start by North American service providers," said Steve Nozik, principal analyst of access research at Dell'Oro Group. "Cable CPE was the exception with growth driven by users upgrading to high bandwidth DOCSIS 3.0 service for which new devices are required."

The report indicates that in the first quarter, Cisco, with near record shipments, was the lead vendor in terms of cable CPE unit shipments. ARRIS was next with its strongest shipment quarter in more than a year, followed by Netgear, which saw its cable CPE shipments reach a record level.
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