Introduction:

Infonetics Research recently released excerpts vendor from its latest Home Networking Devices market share and forecast report. 

HOME NETWORKING DEVICE MARKET HIGHLIGHTS:

•Global sales of home networking devices grew 20% in 2011 from 2010, to $7.98 billion
•Infonetics expects a cumulative $43 billion to be spent on home networking devices over the 5 years from 2012 to 2016, as the growth of tablets and other devices in home networks necessitate additional connectivity options
•MoCA (multimedia over coax) embedded set-top boxes (STBs), FTTB optical network terminals (ONTs), coax-Ethernet adapters, and WiFi broadband routers are driving growth in home networking device market
◦Cable operators and telcos in North America, especially Verizon, are increasingly using MoCA devices to deliver services like whole-home DVR
•D-Link extended its revenue share lead in the highly competitive broadband router market, followed by NETGEAR and Cisco

ANALYST NOTE

“Tablets, connected TVs, digital media players, and a growing list of other devices are driving sales of home networking devices, and this is nowhere more apparent than in North America, which captured 37% of networking device revenue in 2011,” notes Jeff Heynen, directing analyst for broadband access and video at Infonetics Research. “We expect the demand for broadband peripherals, especially those with integrated MoCA chips, to continue to increase globally as operators in all regions roll out new home automation, energy management, entertainment, and communications services that require high-end networking devices.”

To buy the report, contact Infonetics Sales: http://www.infonetics.com/contact.asp.

Comment & Observations:

It’s interesting to note the dominance of MoCA over HomePNA in Home Networking, despite it’s higher cost.  HomePNA operates in the 4-36 MHz frequency range, whereas MoCA runs over a 50 MHz wide channel in the 975 to 1525 MHz range, which requires a (presumably) more expensive RF components.  MoCA home networks use existing coaxial cable in the home to send information between devices.  In N.A. most homes are coax wired, and Verizon as well as MSOs are taking advantage of that to deploy MoCA.

We also don’t see much of IEEE 802.11n or ITU-T G.hs deployed in home networks, despite the tremendous hype leading up to their respective standardization.

Related Infonetics Report:  Pay-TV Services and Subscribers

Infonetics Research released excerpts from its latest Pay-TV Services and Subscribers report, which forecasts and analyzes the telco Internet protocol television (IPTV), cable video, and satellite video services markets.

PAY-TV MARKET HIGHLIGHTS
.    The global pay-TV market, including cable, satellite, and telco IPTV video services, totaled $261 billion in 2011 and is forecast by Infonetics to grow to $371 billion by 2016
.    North America is again the highest-value video market due to high ARPU, but Latin America and Asia are gaining ground as a result of expanding subscriber bases
o    Case in point: Mexico’s América Móvil’s pay-TV subscribers and revenue grew in the triple-digit percents in 2011 from 2010; KT’s grew in the double-digits
.    DirecTV and Comcast remain the global market leaders for pay-TV revenue and subscribers
o    DirecTV enjoys the highest ARPU due to the high take rate of its value-added services and premium content such as the NFL Sunday Ticket
o    Comcast is the global pay-TV subscriber leader, with over 22 million subscribers in 2011
.    In 2011, the top 20 pay-TV revenue leaders accounted for 50% of the revenue, while the top 20 subscriber leaders represented just 30% of subscribers 

ANALYST NOTE
“Cable video still makes up over half of the global pay-TV market, but revenue growth is decelerating due to a slowdown in new subscribers, especially in the lucrative North American market, as competition from satellite and IPTV operators intensifies and as OTT offerings from Netflix, Hulu, and others siphon away a small, but growing number of households,” notes Jeff Heynen, directing analyst for broadband access and video at Infonetics Research.