The set-top box (STB) market continues to show growth, with the second quarter of 2014 turning in 5% growth in revenue from a key set of major OEMs.
According to ABI Research, most manufacturers saw similar sales, with a few notable exceptions. ARRIS came in a clear winner, growing about 60% year-over-year to $711 million (pro-forma based on the combined ARRIS-Motorola from the start of 2013). Cisco, however, was a clear loser, falling 30% to $332 million, while Humax saw substantial revenue growth of 30%.
"We continue to see Cisco-NDS as innovative in the middleware market; at the same time, it has lost on the set-top box front what it gained in experience from the acquisition of NDS," said Sam Rosen, practice director at ABI Research. "This increase is driven by rising ASPs because of a greater focus on operators' deployment of gateway boxes, which command higher values per box."
He added: "From a platform perspective, IPTV saw gains, while other platforms saw fewer shipments among the major international OEMs."