Cable modems enable two-way, high-speed data transmission.  Cable to homes, offices, educational institutions and similar organizations provide the fastest Internet/Intranet access, telecommuting, and on-line services access.  Cable modems represent a major performance breakthrough over traditional analog modems, offering access speeds up to 1000 times as fast as traditional analog modems.  Hybrid networks support the speed even as systems scale.

 

Incremental subscriber growth is expected as cable modems achieve acceptance in the market.  Cable modem markets at $99 million in 1997 are anticipated to reach $2 billion in 2001.

 

New technology enables multiple communications services to be provided over upgraded network distribution systems or new hybrid fiber/coaxial cable (HFC).  Upgrading the broadband networks of the local telecommunications carriers, the long distance carriers, and the cable television industry is occurring.  Replacement and/or re-engineering of the switched voice and low-speed data networks operated by the telephone companies are meeting a competitive market created by cable companies that offer direct, high speed Internet access, supported by cable modems.

 

·       Explosive growth of cable modem market segments is anticipated as high speed Internet access to new media content is desired by consumers and business alike.

The Study Addresses:

·        Strategies for participating in high growth cable modem markets

·        Strategic positioning of cable services providers 

·        Market directions and strategic market alliances

·        Risk/reward scenarios -- access to existing customer bases

·        Strategies for success

 

COMPANIES PROFILED           

@HOME NETWORK   

AMD              

BAY NETWORKS, INC.               

LANCITY CORPORATION        

CABLELABS

COM21          

DACOM        

DIGITAL EQUIPMENT

FIRST PACIFIC NETWORKS

GENERAL INSTRUMENT                        

HEWLETT-PACKARD    

HYBRID NETWORKS

IBM                

IMEDIA         

INTEL            

MCSI             

MITSUI         

MOTOROLA

NETGAME    

OMNIVIEW  

PHASECOM 

PHILIPS        

PROTOZOA

TERAYON CORPORATION                 

VIEWPOINT DATALABS  

VIRTUS CORPORATION                 

REPORT OUTLINE

CABLE MODEM EXECUTIVE SUMMARY        

1. MARKET DEFINITION AND OPPORTUNITY

Definition     

Market opportunities

Price               

Cable modem connections   

T1                   

Hybrid/coax cable systems

Web tops        

High speed data pipe enables interconnection                     

Standards      

Cable modem issues             

2. CABLE MODEM MARKET FORECASTS     

SUMMARY FORECASTS

Household analysis         

Cable TV subscriber profile            

MSOs            

Internet         

Intranet         

Internet/Intranet                    

Internet products and services      

Market participants   

LanCity     

Motorola   

Hewlett-Packard      

Intel           

Hybrid Networks  

Market growth factors            

Market growth features      

XDSL versus the cable modem

Cable modems

Data communications

Business cable modem

Work at home          

Residential cable modem

Two-way capability  

Transition to digital for cable operators:  

Distribution

3. CABLE MODEM PRODUCTS       

Architectural networking    

LanCity         

Motorola        

T1 cable modem           

First Pacific National        

Hybrid networks        

Wireless     

TCP/IP      

AMD/COM21

Com21           

Hewlett Packard (HP) 

Phasecom      

Reverse channel spectrum organizer    

Terayon         

Teracomm     

Terapro          

Data modem

LanCity’s LCW workgroup modem           

Com21           

General Instrument Surfboard      

Services         

Convergence Systems Incorporated (CSI)          

Typical flat rate service

Cable modem trials              

4. CABLE MODEM TECHNOLOGY

ADSL competes with cable modems

Asymmetric architecture  

Network administrator

Interoperability                      

Coaxial fiber-optics              

Market convergence  

Interface        

Gallium arsenide (gaas)                        

Network computer (NC)

Digital compression  

Quality of service            

Security         

ATM               

Speed             

Data trials     

ISDN              

Topology        

Cable switching       

5. CABLE MODEM COMPANY PROFILES          

6. CABLE MODEM APPLICATIONS AND STRATEGIC ALLIANCES       

Application overview         

Internet         

Intranet access

Telemedicine

Telecommunications             

Video games  

LAN/Wan       

Software distribution   

Data access    

Distance learning         

Video conferencing 

Multimedia   

Narrow casting                        

Energy           

Corporate strategic positioning    

Support of emerging companies 

LanCity and Continental Cablevision

LanCity and Adelphia Communications             

Cascade Communications joint development with Motorola   

Motorola and Microsoft  

Hewlett Packard/Motorola interoperability               

LIST OF TABLES AND FIGURES

FORECASTS 1996-2001

Market Shares for 1996

U.S. Markets

Shipments in Millions of Dollars

 

2. CABLE MODEM MARKET FORECASTS     

 

Cable modem market forecasts,

 

Cable modem opportunities

 

Cable modem subscriber cash flow analysis

 

U.S. Households, forecast, 1994-2000                

 

TV households, 1995-2000      

 

U.S. PCs in households, units, 1995-2001                

 

Installed base of PCs in households market

 

PCs with modems, market

 

Basic cable TV subscriber

 

Premium cable TV subscriber

 

Cable TV subscriber

 

Cable TV basic and premium services penetration of households, 1994-2000      

 

U.S. Homes passed by cable, 1994-2001                

 

Top 20 MSOs by number of subscribers    

 

Direct broadcast satellite service providers        

 

U.S. Internet users, 1995-2001                

 

Major Internet products and services          

 

Major players in Internet / related industries      

 

Cable modem vendors          

 

Cable modems units, U.S., penetration households,

 

Cable modems units, U.S., penetration PC households,

 

Cable modems units, U.S., penetration cable subscribers,

 

Types of cable modem user  

 

3. CABLE MODEM PRODUCTS       

Features of a t1 cable modems, system monitoring, and status monitoring    

 

LanCity cable modem feature function set   

 

Community access system server types and billing classes            

 

Cable MSO and telco cable modem trials 

 

Major players in Internet / related industries      

 

Company major products segment and services          

 

4. CABLE MODEM TECHNOLOGY

Benefits offered by video digital signal comparison    

 

Selected cable modem manufacturers and trials       

 

Comparison of modem speeds and transfer times              

 

Selected MSOS conducting cable data trials              

 

Selected cable Internet data trials              

 

Selected organizations working on standards for cable modems

 

Selected cable modem companies     

 

6. CABLE MODEM APPLICATIONS AND STRATEGIC ALLIANCES       

Internet user access server functions