Worldwide DSL CPE revenue totaled $1.7 billion, cable CPE totaled $1 billion, and enterprise IADs and access routers totaled $4.5 billion in CY02, according to Infonetics Research’s Broadband Hardware and Access Routers quarterly worldwide market share and forecast service. Worldwide ADSL modem unit shipments grew 37%, and revenue grew 25% from 3Q02 to 4Q02. DSL subscriber growth in Europe drove the ADSL modem market in 4Q02.
“In North America, 2002 was catch-up year for DSL CPE, as unit shipments almost equaled DSLAM port shipments, which shipped heavily in previous years compared to DSL CPE,” said Infonetics Research’s Jon Cordova, lead analyst of the report. “In North America, DSL providers have shifted their focus on expanding their DSL footprint to provisioning DSL subscribers. In EMEA, Asia/Pacific, and CALA, expanding coverage remains a priority for DSL providers.”
4Q02 Market Highlights
Thomson Multimedia closed in on Siemens, the market share leader in ADSL modems
Sumitomo and UTStarcom were the #2 and #3 vendors of DSLAM ADSL ports
Alcatel’s NGDLC DSL port market share improved from 58% in 3Q02 to 66%
Motorola had a strong quarter and maintained their cable modem unit market share lead at 39%
Vina’s T1 TDM IAD unit market share increased to 25%
The Broadband Hardware and Access Routers quarterly market share and forecast service tracks DSL CPE, DSLAMs, NGDLCs, cable CPE, CMTS, IADs, and access routers. Forecasts are updated quarterly and cover all regions (worldwide, North America, EMEA, Asia Pacific, CALA). Regional market share data is now included with worldwide market share.
Companies tracked in this service include ADC, ADTRAN, AFC, Alcatel, ARRIS Interactive, Cisco, Efficient Networks, Lucent, Motorola, Netopia, Next Level Communications, Nokia, Polycom, Samsung, Scientific Atlanta, Siemens, Sumitomo, Terayon, Thomson Multimedia, Toshiba, US Robotics, UTStarcom, Vanguard MS, VINA, Westell, ZyXEL, and others.
