DSL Market Shifts Into High Gear

Worldwide DSLAM equipment revenue is up 14% in the third quarter at $872 million, and DSL CPE revenue is up 20% at $550 million, according to Infonetics Research’s DSL Aggregation Hardware and DSL CPE quarterly worldwide market share and forecast reports. Worldwide DSLAM ports grew 15% to 13.4 million from last quarter to this quarter, and CPE units grew 26% to 5.5 million. DSLAM, DLC, and CPE revenue growth is being fueled by a rise in ADSL, which carriers are deploying despite capex reductions.
“DSLAM port shipments have been growing in the double-digit percentages for four straight quarters, jumping from 4.1 million in the third quarter of 2002 to 13.4 million this quarter, a sure sign that the DSL market has shifted into high gear,” said Michael Howard, principal analyst of Infonetics Research and lead author of the DSL Aggregation Hardware report. “On a similar track, by 2006, ATM DSLAM ports are projected to grow to 36 million, and IP DSLAM ports to 18 million.”
“The DSL CPE market is close to achieving unit growth in the double-digit percentages in an attempt to match the installed base of DSL ports in DSLAMs and next gen DLCs,” said Richard Webb, lead author of the DSL CPE report. “North American CPE revenue grew 50% this quarter and is experiencing something of a DSL boom. Revenue growth in Asia Pacific and EMEA continued far more modestly, up 7% and 3% respectively.”
The DSL Aggregation Hardware and DSL CPE reports track DSL CPE, ATM DSLAMs, IP DSLAMs, next gen DLCs, and broadband loop carriers. Worldwide and regional market share and forecasts are updated quarterly and cover all regions (worldwide, North America, EMEA, Asia Pacific, CALA).
Companies tracked in this service include ADTRAN, AFC, Alcatel, Cisco, Corecess, Fujitsu, Lucent, Marconi, Motorola, NEC, Netopia, Nokia, Polycom, Samsung, Siemens, Sumitomo, Thomson Multimedia, Toshiba, US Robotics, UTStarcom, and many others.
For the table of contents, log on to the new Infonetics Research Information Portal and download it at www.info.infonetics.com or contact Larry Howard, vice president, at larry@infonetics.com, 408-298-7999, ext. 225.

My spin: Just yesterday I was helping someone decide between cable or DSL. Either way broadband Internet access for homes and businesses is booming!