VOD and streaming content server sales grew 4% sequentially, driven by operators racing to add on-demand content for their subscribers to counter growing competition from over-the-top (OTT) video services. In 2Q11, benefitting from strong shipments into China, ZTE holds on to the lead it took from Huawei in the global VOD server market in 1Q11; Huawei is No. 2, and Concurrent is No. 3.
Infonetics expects global revenue from VOD and streaming content servers, edge QAMs and video encoders to grow to $1.2 billion.