| Vendor | Cable Modems | Market Share | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Motorola | 3,254,000 | 38.0% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Scientific Atlanta | 1,758,435 | 20.5% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Ambit | 1,368,818 | 16.0% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Thomson | 830,263 | 9.7% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Arris | 267,424 | 3.1% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Other | 1,080,000 | 12.6% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 8,558,940 | 100.0% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Source: Company reports, Heavy Reading estimates Top E-MTA Suppliers in 1H07
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Combined worldwide shipments of cable data and voice modems surged well past the 16 million unit mark during the first half of the year, easily setting a new record for the cable industry. According to the latest compilation of figures by Heavy Reading, cable equipment makers shipped nearly 16.4 million Docsis cable modems, embedded multimedia terminal adapters (E-MTAs), and integrated gateways over the first six months of 2007. That represents a 19.5 percent jump from the 13.7 million total Docsis devices that cable tech vendors shipped during the corresponding period of 2006.
Arris Group Inc. (Nasdaq: ARRS - message board), which took over first place in the rapidly growing E-MTA category in 2005, widened its edge over previous category leader Motorola Inc. (NYSE: MOT - message board) even as both companies boosted their shipment numbers sharply. Arris reported shipping nearly 3.5 million voice modems in the first half of the year, up from more than 2.1 million in the first two quarters of 2006. As a result, the firm captured 46.5 percent of the E-MTA market, up from 40.1 percent the year before.
Motorola fell further behind Arris in the worldwide E-MTA rankings, even though it also boosted its unit shipments markedly. Moto shipped 2.0 million voice modems in the first half of the year, up from nearly 1.6 million units in the first half of 2006. But, due to Arris's strong growth, Moto's market share actually slipped to 27.0 percent, down from 29.2 percent last year.
Third-place Scientific Atlanta experienced a weaker first half in E-MTA sales, causing it to lose more ground to both Arris and Motorola. SA shipped more than 1.0 million voice modems in 2007, down from more than 1.1 million units in 2006. Consequently, its market share plummeted to 14.0 percent, down from 20.8 percent the year before.
Motorola continued to dominate the traditional cable modem market, maintaining a wide lead over its closest pursuers. Moto reported shipping nearly 3.3 million cable modems globally in the first half, commanding a 38.0 percent market share, down from 43.7 percent a year earlier.
As Motorola's biggest rival, Scientific Atlanta gained some ground on the leader but remained a distant second in the cable modem rankings. SA shipped nearly 1.8 million modems in the first two quarters, earning itself a 20.5 percent share, up from 15.7 percent a year earlier.
Ambit Broadband came in a strong third in the rankings as it also closed the gap a bit with Motorola. Ambit shipped almost 1.4 million data modems over the first six months, carving out a 16.0 percent share, up from 13.6 percent in 2006.
lightreading.com
