According to a recent report from Infonetics Research, broadband growth is a longterm trend, especially given telcos' entrance into the video market with IPTV. Infonetics followed customer premise equipment (CPE), DSL aggregation hardware and CMTS markets and found growth in each of the markets. In Q2 alone CPE sales grew 5 percent to $1.4 billion and DSL aggregation hardware sales increased 14 percent to $1.8 billion. CMTS sales, however, dropped 18 percent to $211 million after a significant 30 percent gain in Q1. Revenue for CMTS is up 15 percent year-on-year, however.
For more on telcos driving up the CPE and DSL markets:
- see this article from TMCnet