Ethernet over Coax Equipment and Subscribers in China (2013 Edition)

EOC CHINA MARKET HIGHLIGHTS

Ÿ Despite aggressive pricing and service bundling, Chinese cable operators are having a difficult time adding new subscribers: As of June 2013, nearly 25 million homes had been. passed with EoC services, with only 4.9 million subscribers— a take rate of less than 20%

Ÿ By 2017, Infonetics expects the Ethernet over Coax equipment market in China (including master/headend units and modems) to reach $431 million, with EoC master units making up around 60% of total revenue.

Ÿ C-DOCSIS is the fastest growing EoC master/headend technology, with an Infoneticsprojected 2012–2017 CAGR of 225%.

ABOUT THE REPORT

Infonetics’ annual EoC report provides market size, forecasts through 2017, analysis, and trends for Ethernet over Coax (EoC) equipment and subscribers in China, including EoC master/headend units and modems (HomePlug AV/BPL, C-DOCSIS, HiNOC, MoCA, HomePNA/HCNA, and WiFi HomePNA/HCNA, and WiFi over Coax [WOC]) used by cable operators.

TOP TAKEAWAYS ................................................................................................................. 1

SERVICE UPDATES ............................................................................................................ 2

CABLE OPERATOR CONSOLIDATION AND EoC ROLLOUTS WILL TAKE TIME; HUGE MARKET POTENTIAL REMAINS ........................................................................................... 2

EoC Master Units Will Continue to Lead as Network Buildouts Outpace Subscribers .............................3

EoC Masters: HomePlug First out of the Gates; C-DOCSIS and HiNOC Will Grow Quickly ..................6

EoC Modems: Technology Splits Similar to Master Units; HiNOC and C-DOCSIS Show Strongest Growth .........8

EoC Technology Selections by Operator ..........................................................................................10

Growing Availability across a Wide Footprint Helps EoC Subscribers Grow Through CY17, Though More

Modestly Than Previously Forecast ................................................................................................12

EOC ROADMAP TO 2016 AND BEYOND ........................................................................... 14

OVERALL MARKET DRIVERS: CHINESE CABLE OPERATORS REORGANIZE AND RETOOL FOR BROADBAND FIGHT .............................................................................. 15

From Fragmented Systems to National Provider; Politics Drives the Growth of Cable Broadband and Ethernet over Coax (EoC) ...............................................................................................................15

High DOCSIS Costs, Low Subscriber ARPU Lead to Ethernet over Coax (EoC) .............................16

The EoC Architecture ....................................................................................................................18

EoC Technology Options: In-Home Technologies Win Out Early.......................................................19

Technical Overview of EoC Technologies ........................................................................................21

CATEGORY DEFINITIONS .................................................................................................. 23