市场调查报告书
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到 2030 年缆线资料机终端系统的市场预测:按产品、Docsis 标准和地区进行的全球分析Cable Modem Termination System Market Forecasts to 2030 - Global Analysis By Product, Docsis Standard and By Geography |
根据 Stratistics MRC 的数据,2023 年全球缆线资料机终端系统市场规模将达到 67 亿美元,预计到 2030 年将达到 136 亿美元,预测期内复合年增长率为 10.5%。
缆线资料机终端系统(CMTS) 市场包括有线服务供应商来透过其电缆基础设施提供高速网路存取的硬体和软体解决方案。 CMTS 可作为有线网路和用户端设备 (CPE)(例如缆线数据机)之间的介面。其主要功能包括讯号调变和解调、下行和上行流量管理以及提供安全性和服务品质。
混合光纤同轴 (HFC) 网路的兴起
HFC 网路将主干网路中光纤的容量和可靠性与最后一英里同轴电缆的扩展覆盖范围和成本效率相结合,提供高速宽频连接。这种整合将增加频宽和更快的资料传输速度,以满足消费者和企业对高速网路存取日益增长的需求。随着 HFC 网路的不断扩展和发展,对支援高清视讯串流、线上游戏和云端基础的应用程式等高级服务交付的 CMTS 设备的需求也在不断增长。
初始投资高
CMTS 对于透过有线基础设施提供高速网路存取至关重要,需要在基础设施和设备采购方面进行大量初步投资。这包括硬体、软体、安装和维护成本,这对于小型网路服务供应商 (ISP) 和财力有限的地区来说可能难以承受。然而,将 CMTS 整合到现有有线网路中非常复杂,需要在培训和专业知识方面进行进一步投资。
分散式接取架构集成
DAA 分散了 CMTS 的核心功能,将其从传统的头端转移到更靠近用户的分散式节点。此迁移可减少网路拥塞、减少延迟并实现更灵活的网路管理。透过分离控制平面和资料平面,DAA促进虚拟和软体定义网路(SDN),使营运商能够快速回应不断变化的需求并快速部署新服务。此外,DAA 支援向 DOCSIS 4.0 标准演进,从而实现更高的频宽容量和改进的网路效能。
农村地区覆盖范围有限
缆线资料机终端系统(CMTS)市场受到农村地区覆盖率较差的限制。这种限制是由于农村地区往往缺乏有效支援缆线数据机服务所需的通讯基础设施。由于CMTS严重依赖有线网路来提供高速网路接入,农村地区缺乏强大的有线基础设施限制了CMTS系统的部署和扩展。然而,将有线电视网络延伸到人口稀少的农村地区的成本可能令人望而却步,进一步阻碍了市场成长。
在全球范围内普遍关闭和限制的情况下,随着远距工作、线上教育和娱乐活动的激增,对高速网路存取的需求前所未有地激增。因此,现有的 CMTS 基础设施面临着提供可靠、高速网路服务以适应快速成长的使用量的挑战。疫情造成的製造和供应链中断导致新 CMTS 设备安装和升级延迟,阻碍了市场成长。然而,经济不确定性导致一些服务供应商推迟或缩减网路升级投资,进一步影响市场。
模组化缆线资料机终端系统领域预计将成为预测期内最大的领域
模组化缆线资料机终端系统领域将在预测期内成长,因为它实现了实体层(PHY)和媒体存取控制(MAC)功能的分离,使营运商能够根据需求有效地分配资源,预计将成为最大的领域。随着用户需求的变化和技术的进步,这种模组化使营运商能够更轻鬆、更经济地扩展其网路。此外,模组化缆线资料机终端系统架构有利于IPTV、高速互联网和IP语音(VoIP)等先进服务的部署,以满足消费者对频宽需求不断增长的需求。
Docsis 3.0 及以下系统标准部分预计在预测期间内复合年增长率最高。
Docsis 3.0及以下系统标准部分预计在预测期间内复合年增长率最高。这些标准使有线业者能够在其现有的有线基础设施上提供更高的资料速率,帮助他们满足串流媒体视讯、线上游戏和云端服务等频宽需求不断增长的应用。 DOCSIS 3.0 及更低版本可让 CMTS 供应商为有线营运商提供经济高效的解决方案来升级其网络,而无需进行重大基础设施检修。这种向后相容性使营运商能够确保平稳过渡并最大限度地效用现有基础设施投资,同时满足消费者对高速网路存取日益增长的期望。
亚太地区在整个市场主导时期占据最大份额。由于云端服务需要更高的频宽和更快的网路连线来实现无缝存取和资料传输,网路服务供应商(ISP) 面临着升级其基础设施以满足这些要求的压力。 CMTS 在这项转变中发挥关键作用,促进亚太地区有线网路的高速资料传输,并使 ISP 能够为其客户提供更快、更可靠的网路服务。此外,该地区云端基础的架构提供的可扩展性和灵活性符合敏捷和适应性强的网路解决方案的需求,进一步促进了 CMTS 系统的部署。
预计亚太地区在预测期内将保持盈利成长。随着消费者越来越多地寻求透过单一供应商提供高速互联网、电视和电话服务的整合解决方案,对高效且可扩展的 CMTS 基础设施的需求变得至关重要。融合服务将多种服务整合到一个套餐中,由于其便利性和成本效益而受到广泛欢迎。此外,这一趋势正促使亚太地区的电信业者投资先进的 CMTS 技术,以满足日益增长的无缝连接需求。
According to Stratistics MRC, the Global Cable Modem Termination System Market is accounted for $6.7 billion in 2023 and is expected to reach $13.6 billion by 2030 growing at a CAGR of 10.5% during the forecast period. The Cable Modem Termination System (CMTS) market encompasses the hardware and software solutions utilized by cable service providers to deliver high-speed internet access via cable infrastructure. CMTS serves as the interface between the cable network and customer premises equipment (CPE), such as cable modems. Its primary function includes modulation and demodulation of signals, managing downstream and upstream traffic, as well as providing security and quality of service features.
Rise in hybrid fiber-coaxial (HFC) networks
HFC networks provide high-speed broadband connectivity by combining the capacity and reliability of fiber optics for the backbone with the widespread reach and cost-effectiveness of coaxial cables for the last mile. This integration allows for increased bandwidth and enhanced data transmission speeds, catering to the growing demand for high-speed internet access among consumers and businesses. As HFC networks continue to expand and evolve, the demand for CMTS equipment rises in tandem to support the delivery of advanced services such as high-definition video streaming, online gaming, and cloud-based applications.
High initial investment
CMTS, essential for delivering high-speed internet access via cable infrastructure, demands substantial upfront capital for infrastructure development and equipment purchase. This includes the cost of hardware, software, installation, and maintenance, which can be prohibitive for smaller internet service providers (ISPs) or regions with limited financial resources. However, the complexity of integrating CMTS into existing cable networks necessitates further investments in training and expertise.
Integration of distributed access architecture
DAA decentralizes key CMTS functions, shifting them from traditional headend locations to distributed nodes closer to subscribers. This transition reduces network congestion, lowers latency, and enables more agile network management. By separating the control and data planes, DAA facilitates virtualization and software-defined networking (SDN), allowing operators to adapt quickly to changing demands and deploy new services rapidly. Furthermore, DAA supports the evolution towards DOCSIS 4.0 standards, enabling higher bandwidth capacity and enhanced network performance.
Limited coverage in rural areas
Limited coverage in rural areas poses a constraint on the Cable Modem Termination System (CMTS) market. This restriction stems from the fact that rural regions often lack the necessary telecommunications infrastructure required to support cable modem services effectively. As CMTS relies heavily on cable networks to deliver high-speed internet access, the absence of robust cable infrastructure in rural areas limits the deployment and expansion of CMTS systems. However, the cost of extending cable networks to sparsely populated rural areas can be prohibitively high, further impeding market growth.
With widespread lockdowns and restrictions imposed globally, there was an unprecedented surge in demand for high-speed internet access as remote work, online education, and entertainment activities surged. This resulted in increased pressure on existing CMTS infrastructure to deliver reliable and high-speed internet services to accommodate the escalating usage. The manufacturing and supply chain disruptions caused by the pandemic led to delays in the deployment of new CMTS equipment and upgrades, hindering the market growth. However, economic uncertainties prompted some service providers to postpone or scale back their investments in network upgrades, further affecting the market.
The Modular Cable Modem Termination System segment is expected to be the largest during the forecast period
Modular Cable Modem Termination System segment is expected to be the largest during the forecast period as it allows for the separation of the physical layer (PHY) and media access control (MAC) functions, enabling operators to efficiently allocate resources based on demand. This modularity enables operators to scale their networks more easily and cost-effectively, adapting to fluctuating subscriber needs and technological advancements. Additionally, modular cable modem termination system architecture facilitates the deployment of advanced services such as IPTV, high-speed internet, and voice over IP (VoIP), meeting the growing consumer demand for bandwidth-intensive applications.
The Docsis 3.0 & Below System Standard segment is expected to have the highest CAGR during the forecast period
Docsis 3.0 & Below System Standard segment is expected to have the highest CAGR during the forecast period. These standards enable cable operators to deliver higher data rates over existing cable infrastructure, thus meeting the growing demand for bandwidth-intensive applications like streaming video, online gaming, and cloud services. With DOCSIS 3.0 and below, CMTS providers can offer cost-effective solutions for cable operators to upgrade their networks without extensive infrastructure overhauls. This backward compatibility ensures a smooth transition and allows operators to maximize the utility of their existing infrastructure investments while meeting the increasing consumer expectations for high-speed internet access.
Asia Pacific region commanded the largest share of the market throughout the domination period. As cloud services demand higher bandwidth and faster internet connections for seamless accessibility and data transfer, internet service providers (ISPs) are under pressure to upgrade their infrastructure to meet these requirements. CMTS plays a vital role in this transition by facilitating high-speed data transmission in the Asia Pacific region over cable networks, enabling ISPs to deliver faster and more reliable internet services to their customers. Moreover, the scalability and flexibility offered by cloud-based architectures in the region align well with the need for agile and adaptable networking solutions, further driving the deployment of CMTS systems.
Asia Pacific region is poised to hold profitable growth over the extrapolated period. As consumers increasingly seek integrated solutions that offer high-speed internet, television, and telephony services through a single provider, the need for efficient and scalable CMTS infrastructure becomes paramount. Converged services, which bundle multiple offerings into one package, have gained immense popularity due to their convenience and cost-effectiveness. Furthermore, this trend has spurred telecommunications companies in the Asia Pacific to invest in advanced CMTS technologies to meet the growing demand for seamless connectivity.
Key players in the market
Some of the key players in Cable Modem Termination System market include Broadcom, Cisco, Blonder Tongue Laboratories, Sumavision Technologies, Creonic GmbH, Chongqing Jinghong, The Volpe Firm, Teleste Corporation, Vecima Networks, Versa Technology and Nokia Corporation.
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