Product Number: IN0804263CCM
Publication Date: January 2008
Number of Pages: 20
Analyst:
Price: $2,495 U.S. Dollars

Abstract
Cable modem service is an important part of the triple-play strategy set out by Chinese cable operators. In addition, broadband data service is viewed as an important revenue booster and competition counter-measure against telecom operators' invasion into video service. However, as digital cable conversion has had most of the resources available to cable operators tied up, CMTS deployment and cable modem service are currently only available in a handful of locations. In-Stat believes that cable modem service will become a long-term revenue driver for most cable operators, but that large-scale deployment is still two or three years away.
 
 The cable broadband access market in China is growing at a steady pace. In-Stat estimates that there were 2.69 million cable broadband subscribers in 2007. This number will grow to 8.16 million by the end of 2012, a CAGR of 24.9%. However, cable broadband’s share of the entire broadband access market will remain moderate at around 6% throughout the five-year forecast period.
 
 In-Stat believes that, compared to the rest of the broadband access market, penetration for the cable modem market will remain moderate. Its market share will grow from 4% in 2007 to 6% in 2012. We also forecast that xDSL technology will still dominate the market in 2012.

Table of Contents

• Executive Summary
• Methodology
• Market Overview
• Market Landscape
• Broadband Access Technologies
• Internet Service Value China
• Backbone Suppliers
• Access Suppliers
• Equipment Vendors
• Market Trends
• Market Drivers
• High Demand for Broadband Services
• Cable Operators Offer Lower Prices
• Bi-Directional Cable Networks Being Deployed
• Consumer Unhappiness with Current Services
• Market Barriers
• Lack of Backbone Resources
• Cable Operator Resources Prioritized to Digital TV Whole System Shift
• Strong Competition from Telecommunication Companies
• Low Consumer Awareness
• Market Forecasts
• Cable Modem Subscriber Forecasts
• Cable Modem-Related Forecasts
• CMTS-Related Forecasts
• Related In-Stat Reports

List of Figures

• Figure 1. Broadband Subscriber Forecast, 2007–2012 (Units in Thousands)
• Figure 2. Cable Broadband Covered Household Forecast, 2007–2012 (Units in Thousands)
• Figure 3. Cable Modem Shipment Forecast, 2007–2012 (Units in Thousands)
• Figure 4. Market Share of Access Technologies
• Figure 5. Internet Service Value Chain
• Figure 6. Market Share of Backbone Suppliers
• Figure 7. Cable Modem Distribution Model
• Figure 8. Broadband Subscriber Forecast, by Access Technology, 2007–2012 (in Thousands)
• Figure 9. Cable Modem Subscriber Forecast, 2007–2012 (in Thousands)
• Figure 10. Cable Broadband Service Revenue Forecast, 2007–2012 (US$ Millions)
• Figure 11. Cable Modem Shipment Forecast, 2007–2012 (in Thousands)
• Figure 12. Cable Modem Revenue Forecast, 2007–2012 (US$ Millions)
• Figure 13. Cable Broadband Covered Household Forecast, 2007–2012 (in Thousands)
• Figure 14. CMTS Shipment Forecast, 2007–2012 (Tbits/s Bandwidth)
• Figure 15. CMTS Revenue Forecast, 2007–2012 (US$ Millions)