Telecom Lead India: Cisco, with near record shipments, is
the leading vendor in terms of Cable CPE unit shipments in Q1 FY12.
In Q1 FY12, Arris stood at second spot, followed by
Netgear which saw its Cable CPE shipments reach a record level.
According to Dell’Oro Group, the first quarter
revenue for Access equipment (Cable + DSL + PON) including infrastructure
equipment and CPE declined 8 percent sequentially after surging to a record
level in the fourth quarter.
All technology segments showed sequential declines for
both revenue and shipments with the exception of Cable CPE which had strong
growth both sequentially and over the year-ago period.
Cable CPE was the exception with growth driven by users
upgrading to high bandwidth DOCSIS 3.0 service for which new devices are
required,” said Steve Nozik, Principal Analyst of Access research at Dell’Oro
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,” Nozik added.
Revenue for Access equipment surges 10% in Q4, says Dell’Oro
In the fourth quarter, revenue for Access equipment
(Cable + DSL + PON) including infrastructure equipment and CPE surged 10
percent sequentially and 9 percent over the year ago period.