Broadband CPE 2004: Gateways Giddy-Up While Modems Ride Into the Sunset

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Report Abstract, Table of Contents, List of Tables, List of Figures

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Broadband CPE 2004: Gateways Giddy-Up While Modems Ride Into the Sunset

Service: Residential Connectivity
Report Number: IN0401228RC
Publication Date: July 2004
Number of Pages: 53
Report Price: $2,995 U.S. Dollars
Analyst: Michael Wolf

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Abstract
The broadband CPE market is moving rapidly from being modem-dominated to one where the gateway takes the starring role. After years of lip service from broadband providers on the necessity of gateways to deliver more advanced services, the big cable MSOs and telcos are finally putting their money where their mouth is and sending out RFPs to the players in the CPE equipment market. From Comcast on the cable side, to Verizon, Yahoo!BB and France Telecom in the DSL market, these providers are evolving CPE strategies to include fuller gateways that enable, at the very least, a back-end managed home network. And while the long-awaited convergence of the broadband CPE and set-top markets hasn’t happened, there are more examples of broadband service providers offering entertainment services through advanced CPE devices, such as FastWeb in Italy and Free ISP in France.

This report includes forecasts of gateways, modems and home routers, both in units and revenues, as well as by region. Forecasts for gateways are broken out by access type. Also included are forecasts for VoIP enabled consumer CPE by form factor. Market shares for modems (DSL and Cable), gateways and routers are included as well.

Table of Contents

Executive Summary
Methodology
CPE Standards & Updates
- Cable Standards
  - DOCSIS 1.1
  - DOCSIS 2.0
  - DOCSIS 3.0
  - PacketCable
  - CableHome
- DSL Standards
  - ADSL
  - ADSL2 and ADSL2+
  - VDSL
  - UDSL
  - DSL Home
- FTTH Update
- Residential Gateway Updates
  - OSGI
  - Universal Plug and Play
CPE Market Analysis
- CPE Market Shares
  - Residential Gateway Market Shares
  - DSL Modems
  - Cable Modems
  - Router Market Shares
Broadband CPE Forecasts
- What About China?
Vendor Profiles
- 2Wire
- Ambit Microsystems (Division of Hon Hai Precision)
- D-Link
- Linksys/Cisco
- Motorola
- Netgear
- Netopia
- Scientific Atlanta
- Thomson Multimedia
- Westell
- Zyxel
Appendix: Broadband CPE Vendors

List of Tables

Table 1. DOCSIS CPE and CMTS Product Certifications as of May 2004
Table 2. DOCSIS Standards 1.0 - 3.0
Table 3. CableHome Network
Table 4. Residential Gateway Market Shares
Table 5. ADSL CPE Market Shares (Units in 000s)
Table 6. Cable Modem Market Shares (Units in 000s)
Table 7. Home Router Market Shares
Table 8. Broadband CPE Forecast (000s)
Table 9. Broadband CPE Revenue Forecast (US$k)
Table 10. Residential Gateway by Access Technology (000s)
Table 11. Cable CPE: Modems vs. Gateways Annual Shipments (000s)
Table 12. DSL CPE: Modems Vs. Gateways Annual Shipments (000s)
Table 13. FTTX Modem vs. Gateway Annual Shipments (000s)
Table 14. Regional Annual Shipment Forecast for Cable Modem and Gateway (000s)
Table 15. Regional Annual Shipment Forecast for DSL Modem and Gateway (000s)
Table 16. Home Router Annual Shipment Forecast (000s)
Table 17. VoIP Enabled CPE Annual Shipment Forecast (000s)
Table 18. CPE Vendors (Modem and Gateways) Part I
Table 19. CPE Vendors (Modem and Gateways) Part II

List of Figures

Figure 1. Broadband CPE Forecast (Units in 000s, Revenues in US$k)
Figure 2. CableLabs Network with CableHome Enabled Devices
Figure 3. DSL Forum Network Diagram Presentation From DSL Home Launch
Figure 4. OSGI in Broader Connected Home Standards Universe
Figure 5. UPnP Protocol Stack
Figure 6. Modem to Gateway Evolution
Figure 7. Broadband CPE Price-Functionality Matrix
Figure 8. Broadband CPE Price-Functionality Matrix with Price Threshold
Figure 9. Free ISP's Freebox
Figure 10. Telco Set Top Forecast in Revenues 2001-2008 (US$M)
Figure 11. Broadband CPE Forecast: Gateways, Modems and Routers (000s)
Figure 12. Broadband CPE Revenue Forecast (US$k)
Figure 13. Residential Gateway by Access Technology (000s)
Figure 14. Cable CPE: Modems vs. Gateways (000s)
Figure 15. DSL CPE: Modems vs. Gateways (000s)
Figure 16. FTTX CPE: Modems vs. Gateways (000s)
Figure 17. Home Router Forecast (000s)
Figure 18. VoIP Enabled CPE Forecast (000s)
Figure 19. 2Wire MediaPortal
Figure 20. Linksys Wireless-G Cable Gateway
Figure 21. WGT634U 108 Mbps Wireless Media Router from Netgear

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