The customer-premises equipment (CPE) market delivered a healthy first half of 2026, growing 5.7% YoY (year-on-year) to $11.4 billion, up from $10.8 billion in H1 2025, even if part of that gain reflects a weaker US dollar from Q2 2025. Broadband CPE (gateways, routers and home-networking devices) led the way with 6.7% growth to $8.5 billion, while TV and video CPE (set-top boxes and streaming sticks) rose 2.8% to $2.3 billion. The trajectory is broadly in line with Dataxis projections for 2026, which anticipate flat set-top-box revenue and around 2% growth for broadband gateways versus 2025 (at YoY constant forex). The top three vendors, Sagemcom, Vantiva and Arcadyan, held their positions, but the incumbents are under visible pressure. Sagemcom was essentially flat (-1%) and Arcadyan edged up 2%, yet Vantiva fell 9%, dragged down by a steep 40.2% collapse in its video business, from $229 million to $137 million. Vantiva’s H126 results went below H123 levels, pre-Commscope acquisition, and this reflects the dramatic shift that particularly affected the North American CPE market structure since the turn of the decade. That lost ground went largely to two breakout performers: Sercomm (based in Taiwan) and Skyworth (based in China). Both climbed sharply up the ranking: Sercomm to $0.67 billion (+48%) and Skyworth to $0.64 billion (+52%). Sercomm's momentum, with CPE sales growing around 50% year-on-year, stems mainly from market-share gains in NAM, thanks to new product introductions, mainly on DOCSIS 4.0 and 5G fixed wireless access. On revenue of roughly NT$21.2 billion in H1 2026 against Arcadyan's NT$26.7 billion, Sercomm is steadily closing the gap with its main Taiwanese competitor. Skyworth's rise came from its "smart terminals" division, spanning CPE and set-top boxes, plus some out-of-scope lines such as XR headsets and smart glasses. Skyworth also looks more internationally diversified than its domestic peers: sales in China grew 18.4% in value during the period, but their share of the top line slipped from 64.6% to 58.4%. Other strong Chinese performers remain far more domestic, like Jiuzhou, just short of being in the top 10 global vendors, whose sales grew 29% YoY in H1, but which draws around 90% of its sales in China. A new player entered the Top 10 vendors: Starlink. With over 3 million new subscribers gained since the end of 2025, the vertically integrated operator also sold CPEs for an estimated value of $330 million during the first half of the year. It’s also the fastest-growing vendor thanks to its rapid acquisition of new subscribers across the globe. In short, a stable market headline conceals a clear reshuffling. Europe's long-standing leaders are holding their rank but losing share on both fronts, video and broadband, while Taiwanese and Chinese challengers...
