Infonetics has a new report out this week showing ten percent revenue growth in broadband CPE in the fourth quarter of last year compared to Q3. While revenue was still down in 2009 compared to 2008, Infonetics has an interesting forecast for DOCSIS 3.0 gear over the next five years. Infonetics projects revenue from DOCSIS 3.0 CPE to approach three billion dollars worldwide by 2014. That should have a significant impact on overall CPE numbers. Viva la broadband.
From Infonetics analyst Jeff Heynan:
Now that many major cable operators worldwide are aggressively putting into place the infrastructure to support wideband and DOCSIS 3.0 services, we are now seeing more consistent quarterly shipments of wideband customer-premise equipment. It started with modems earlier in 2009 and now includes both gateways and embedded multimedia terminal adapters (EMTAs). Though the numbers remain small relative to standard cable CPE, we expect wideband cable devices to ramp up quickly in North America, EMEA, and Asia Pacific, nearing $3 billion worldwide by 2014.