2Q10 Broadband CPE Tracker: By Region, Product, Technology, and Vendor
In 2Q10, 29.4 million broadband CPE units shipped, a 4.8% increase from the previous quarter and a 2.3% increase from the same quarter last year. Total revenues were $1.52 billion, a 6.0% increase from the previous quarter and a 7.6% increase from the same quarter last year.
This report examines the broadband CPE market for 2Q10. Market shares for broadband CPE vendors are provided, based both on unit shipments and manufacturers' revenue for the quarter. The broadband CPE market measurable components include cable modems, DSL modems, broadband routers, and residential gateways. Each measurable component is available on a regional basis as well.
UPnP and DLNA are the most significant frameworks for in-home media sharing among consumer devices. DLNA and UPnP have significant industry support with technology and consumer electronic giants, including Intel, Microsoft, and Sony among the leadership of both the UPnP Forum and the DLNA with hundreds of technology and content providers as members.
Through the inclusion of DLNA in Windows 7, In-Stat expects significant growth in the UPnP and DLNA market, with more than 1 billion units of DLNA-certified devices shipping annually by 2014. DLNA will see its largest volume in handsets, PCs, and digital televisions, based on the large volume of those device types annually shipped.
This report includes forecasts through 2014 of UPnP and DLNA devices by device type. Forecasted segments include: PVRs, STBs, DVD players and recorders, Blu-ray players/recorders, games consoles, digital media players, digital TVs, photo frames, cameras, storage, PCs, handsets, routers, and residential gateways.
Portable Entertainment Device Silicon and Non-Silicon Revenue Opportunity
In-Stat’s latest research report, Portable Entertainment Device Silicon and Non-Silicon Revenue Opportunity (#IN1004763D), is an Excel-based deliverable that provides an extremely high level of detail illustrating the anticipated market growth for some of the most popular portable consumer electronic (CE) segments available today.
This research provides a comprehensive overview of worldwide unit shipments, bill of materials, and both the silicon and non-silicon revenue opportunities found within select CE markets. Portable CE segments included in this report are digital photo frames, e-readers, personal navigation devices, audio-only MP3 players and personal media players.
While this is an Excel-based deliverable, In-Stat offers a wide range of analyses on these markets, as well as additional portable CE segments. For more information, refer to In-Stat’s Portable Entertainment Device (PED) service.
In 1Q10, 28.2 million broadband CPE units shipped, an 8% decrease from the previous quarter and a 10.4% decrease from the same quarter last year. Total revenues were $1.39 billion, an 7.3% decrease from the previous quarter and a 7.7% decrease from the same quarter last year.
This report examines the broadband CPE market for 1Q10. Market shares for broadband CPE vendors are provided, based both on unit shipments and manufacturers' revenue for the quarter. The broadband CPE market measurable components include cable modems, DSL modems, broadband routers, and residential gateways.
US Consumer Electronic Device Tracker: Shipments and Installed Base
In-Stat’s latest research report, US Consumer Electronic Device Tracker: Shipments and Installed Base (#IN1004846ID), provides US-specific unit shipment and installed base forecasts for a wide range of consumer electronic (CE) devices. CE segments included in this report are cellphones, mobile Internet devices (MIDs)/tablets, mobile PCs, PCs, e-readers, handheld gaming consoles, digital radio receivers, edutaintment toys, audio-only MP3 players, and portable media players. Other stationary CE devices included in this report are segments like 3DTVs, HDTVs, video game consoles, and PVR/DVRs. This deliverable focuses specifically on the US region. This excel-based report is part of a focused initiative within In-Stat to provide CE suppliers and manufacturers alike with a level of detail not typically seen in the market research industry. For more information on this research, and other analyses regarding portable CE devices, refer to In-Stat’s Portable Entertainment Device (PED) service.
In 4Q09, 30.8 million broadband CPE units shipped, a 9.7% increase from the previous quarter and a 16% decrease from the same quarter last year. Total revenues were $1.54 billion, an 8.7% increase from the previous quarter and a 14.7% decrease from the same quarter last year. This report examines the broadband CPE market for 4Q09. Market shares for broadband CPE vendors are provided, based both on unit shipments and manufacturers' revenue for the quarter. The broadband CPE market measurable components include cable modems, DSL modems, broadband routers, and residential gateways.
Consumer network storage (CNS) is moving from the innovator stage to the early adopter stage and will see rapid growth over the next several years. This report identifies the growth drivers as well as some obstacles that vendors need to overcome. The report includes vendor market shares for 2009, five-year unit shipment forecasts by capacity, price tier, and geographic region, and consumer survey results.
The speed of residential broadband connections in the US continues to increase. This report, In-Stat's third annual survey of broadband speeds, shows that downstream bandwidth to the home increased by 28% in 2009.
This report provides survey results from US broadband subscribers about the amount of bandwidth currently available to their home. It details the type of broadband access technology (i.e., cable modem, DSL, FTTH, etc.) being used, the company providing the service, the download and upload speeds of the subscribers' broadband connection, how much they are paying for broadband service, and whether or not they also have a mobile wireless broadband connection.
Global Web-Enabled Consumer Device Market Set to Explode
With the emergence of over-the-top (OTT) video services, the role and importance of web-enabled, stationary, consumer devices within the digital entertainment industry is growing. This research report examines the growth of Internet access functionality to a wide variety of consumer electronics (CE) device types, ranging from set-top boxes (STBs) to Blu-ray players and digital picture frames. By 2013, In-Stat predicts there will be over a half billion web-enabled CE devices in operation around the world. Within five years, nearly all broadband households in NA and Western Europe will own at least one web-enabled CE device. The proliferation of web-enabled CE devices will have a profound impact on the digital entertainment industry.
This report presents 2007–2013 shipment forecasts for network-enabled and web-enabled, stationary, CE devices. The device categories included in this report are: digital cable, DBS, IPTV and DTT set-top boxes, DVR/PVR, Blu-ray players, DVD players/recorders, digital TVs, gaming consoles, digital media players/adapters, digital picture frames, network-attached storage devices, and IP network cameras.
Networked Digital Media Adapter/Player/Receiver Market Gets Crowded
The market for networked digital media adapters (DMAs)/digital media players (DMPs)/digital media receivers (DMRs) has been emerging slowly for a number of years. Since the market is still relatively small, it enjoyed growth of nearly 50% in 2008, but growth has slowed in 2009, due mostly to the economy.
This report includes product definitions, market trends, vendors, and examples of which CPUs are used in various models. A detailed product matrix for selected vendors is also included with 28 columns of features identified.
Worldwide unit forecast segmentations are provided for audio vs. A/V products through 2013. Further segmentations are included for products that are enabled with Wi-Fi (Ethernet plus Wi-Fi or Wi-Fi only), vs. those only with wired LAN. In addition, a forecast through 2013 is included for worldwide A/V DMAs/DMPs/DMRs that can download or stream subscription-based or fee-based web content.
Consumer survey results that relate to DMAs/DMPs/DMRs from two 2009 surveys are presented, including results from DLNA-focused questions.
Home Network Technology & Connectivity Use: Ethernet, 802.11, Coax, and Powerline
Based upon the results of our North American broadband survey, the majority of consumers with a home network that use Wi-Fi are still not very/not at all familiar with the benefits and differences between 802.11g and 802.11n. Although this may limit upgrades in the short term, the older Wi-Fi standards will be discontinued eventually anyway. Other wired technologies that use coax, phone wiring, and powerline are also beginning to make strides with telcos deploying telco TV services.
The number of home LAN physical layer interface shipments will surpass 500 million in 2010, and the installed base of home networks will surpass 300 million in 2011.
Global and regional forecasts are provided for home networks, with North America, Europe, and Asia/Pacific broken down by use of Ethernet, Gigabit Ethernet, 802.11a, 802.11b, 802.11g, 802.11n, and other wired solutions. In addition, global home network interfaces by physical layer are included, since the majority of network-enabled devices have both wired and wireless connectivity options.
In 2008, 154 million broadband customer premises equipment (CPE) units (broadband modems, routers, and residential gateways) shipped worldwide, resulting in an increase of 2.4% over 2007, the slowest growth in this decade. Through 2013, modems and ONTs will continue to dominate global unit shipments. This report contains analysis of worldwide equipment shipments, home networks, and consumer survey data. We examine key worldwide and regional CPE markets for broadband modems/ONTs, routers, and residential gateways for DSL, cable, Fiber-to-the-Home (FTTH), Fixed Wireless Broadband, and Fixed Satellite Broadband. VoIP forecasts are included for DSL, cable, and router equipment, with a regional breakout for cable E-MTAs. Wired vs. wireless segmentations are included for routers and DSL residential gateways. In addition, global and regional forecasts are provided for home networks, as well as recent consumer survey perspectives about equipment features that impact buying decisions.
The combined broadband CPE market of cable and DSL modems, routers, and residential gateways eked out a global 0.4% unit growth in 2008, rising to 141.8 million unit shipments. Routers fared the best, followed by DSL modems, and then gateways. Cable modems suffered with a single-digit decline.
Linksys led in routers and home Wi-Fi aggregators, while Thomson held on to the lead in residential gateways. Motorola increased its lead in the cable modem market. Huawei held on to the number one position in DSL modems, while increasing its share. The most movement in rankings occurred in the home Wi-Fi aggregator segment.
Unit growth has generally been slowing, due to slowing global cable and DSL subscriber growth and replacements of two units with one unit (modem and router to a gateway). But the economic downturn took a toll on momentum in 2008. Looking at it with a "glass half full" slant, it was fortunate that there was not a decline in total shipments in 2008.
This report examines the broadband CPE annual market shares for 2008 vs. 2007, based on unit shipments. A separate slice for home Wi-Fi aggregators is also presented, which overlaps total broadband routers and gateways.
Global & North American Service Provider In-Home Networks Over Coax & Phone Wiring
This presentation provides an overview of the integrated digital home vision, and the driving factors why networking over coax and phone wiring will be an integral part of that vision. It also discusses why networking over coax and phone wiring is still primarily deployed in North America, addresses key trends shaping current global deployments, and examines the growth potential of North American household service provider in-home entertainment networks and worldwide chipset shipments for 2007–2013. The global chipset shipments are also divided into North American and international segments. MoCA and HomePNA shipments are provided for 2007–2009.
In addition, the presentation discusses key current vendor ecosystems for MoCA and HomePNA, and includes comparisons of MoCA, HomePNA, as well as the ITU-T G.hn specification that is still in process of being developed.
North American 2009 consumer survey results are included: familiarity of and interest in purchasing coax/phone wiring adapters, interest in and price willing to pay for whole-home DVR services, and popular uses of home networks.
Global Consumer Network Storage: Say Goodbye 500GB, Hello 2TB
Although the consumer network storage space was already crowded, there are still new entrants. Because of the crowding, some jockeying in market share has been taking place.
Not surprisingly, global growth rates slid in 2008, and 2009 promises to be sluggish. However, one region will provide a brighter spot in the consumer network drive arena in the midst of the economic downturn. In the face of these times, competition will be stiff from cheaper, external direct USB storage. Marketing/advertising of the benefits of network storage over direct storage will continue to be a challenge. Consumer network storage includes NAS, SAN, NDAS, and Windows Home Server platforms.
This worldwide report includes 2007-2013 forecasts for each market segmentation by region, price tier, and storage capacity, wired vs. wireless LAN, and provides discussions about consumer network storage market trends, technology trends, processors, and 2008 global vendor market shares. In addition, an industry-leading detailed vendor matrix of product lines, models, and features is also provided, with some features not easily obtainable. A table is included showing branded media server vs. proprietary UPnP server use by vendor. Applicable domestic and international consumer survey research is also included.
The term media phone has not yet appeared on most people's radar screens. But that is soon to change. In early 2009, incumbent service providers around the world will rollout media phones in consumer markets. The media phone entry into business markets will not be far behind.
The media phone is a new category of broadband device that combines the power of the PC with the performance of a telephone. The result is an always-on multimedia broadband device that is perfect for accessing online news and weather, viewing videos, and a host of other applications. In-Stat believes that the media phone will complement the PC, TV, and mobile handset, becoming an indispensable 4th screen in the home.
Service providers and IP PBX vendors, alike, are introducing media phones because they add value to traditional voice telephones and related services. This report examines the market for media phones in both the consumer and business markets. It dives into product requirements, as well as critical commercial policy issues. A five-year unit and revenue forecast is presented by geographic region.
Exactly how fast is a broadband connection? While most people acknowledge the importance of speedy broadband connection, it has been hard to compare and contrast the actual bandwidth available in the United States. By surveying actual broadband households, this report provides some answers.
This report details consumer survey results about the amount of bandwidth currently available to residential broadband end-users in the US. It covers the type of broadband access technology (i.e., cable modem, DSL, FTTH, etc.) being used, the company providing the service, the download and upload speeds of the end-users' broadband connection, and how much they are paying for broadband service.
