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Cablecos Stampede Towards DOCSIS 3.1 to Benefit From Gig Speeds![]() Cable operators don't want to be left behind in the race to offer ultra-fast broadband services and are stepping up the pace of investments in DOCSIS 3.1 technology to offer gigabit speeds to their customers. Latest figures from Dell'Oro Group show that the "lure of gigabit speeds" has pushed cable operators to build out their infrastructure and invest rapidly in the new cable protocol, underlining the fact that 2016 has been a good year for cable modem termination system (CMTS) deployments with three consecutive quarters of double-digit growth. Investments in customer premises equipment (CPE) are then expected to ramp up in 2017, the report adds. Alam Tamboli, senior analyst at Dell'Oro Group, said the cable CMTS market increased by 22% year-on-year in the third quarter as cable operators bet that gigabit speeds will help them penetrate the small enterprise market. "The market is dominated by Arris and Cisco with Cisco's strength in the quarter driving the market," said Tamboli, noting that Arris Group Inc. (Nasdaq: ARRS) and Technicolor (Euronext Paris: TCH; NYSE: TCH) are currently the leading players in the cable CPE market. "In 2017, we expect that DOCSIS 3.1 infrastructure will be more ubiquitous and pervasive throughout cable operators' networks," he added. "Spending on cable CPE devices will increase dramatically as cable operators focus on delivering much faster speeds to customers to better compete with telecom operators deploying PON and G.fast technologies." Recent announcements certainly indicate that cable operators are forging ahead with the new technology: Mediacom Communications Corp. said it would have DOCSIS 3.1 fully deployed across its entire footprint and supporting gigabit speeds by the end of the year, for example. (See Mediacom Going All DOCSIS 3.1 by Year-End.) Speaking at the UBS Global Media & Communications Conference, both Charter Communications Inc. CEO Tom Rutledge and Comcast Corp. (Nasdaq: CMCSA, CMCSK) CFO Mike Cavanagh also recommitted to DOCSIS 3.1 deployments and emphasized the potential for symmetrical multi-gigabit speeds with upcoming Full Duplex DOCSIS technology. (See Gigabites: Full Duplex Gets the Hard Sell.) However, not all cable companies are singing from the same hymn sheet: Altice 's US unit recently announced it would forego DOCSIS 3.1 and skip straight to FTTH for its entire US footprint. (See Altice Favors Fiber Over D3.1 for Its US Upgrade and Altice Plans FTTH for Entire US Footprint.)
— Anne Morris, Associate Editor, UBB2020 |
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