Market Share: 1Q09 FTTx, DSL, and CMTS published by Ovum, Ltd. in July, 2009. This report consists of Pages: 28 and the price starts from US $ 1495.
Abstract
The number of net additions of FTTx subscribers grew a healthy 24% in 1Q09
over 4Q08. Activity in Japan, which has been a leader in FTTx installation,
has slowed in 2009, but China is getting very aggressive in its FTTx
deployments; if the three major operators follow through on their stated
plans, China could become the country with the largest number of subscribers
having service over FTTx. Global DSL shipments were down 9% sequentially and
11% over 1Q08. The sequential trend was flat in Asia-Pacific and declining in
all other regions. VDSL2 shipments were up 6% sequentially and a healthy 23%
over 1Q08 compared to double-digit sequential and year-ago quarter declines in
the ADSL market, indicating growth related to fiber deployments, particularly
in North America. Global and North American CMTS shipments declined for the
third time sequentially, with North American shipments shrinking to a little
more than half of 2Q08 levels.
Table of Contents
Executive summary
In a nutshell
Ovum view
FTTx results
No
sign of slowing in FTTx deployments
Regional analysis — FTTx
Asia-Pacific continues to dominate FTTx deployments
Asia-Pacific
China
Japan
South Korea
Australia
Hong Kong
India
Singapore
Taiwan
Other developments in Asia-Pacific
North
America
EMEA
DSL results
DSL shipments down 9% sequentially and
11% over 1Q08
Market share changes — DSL
Analysis of quarterly
results
Regional analysis — DSL
Asia-Pacific’s gains in
past quarters push it over the edge to 50% of global shipments, while North
America declines even further to only 8%
SCA shipments drop sequentially
after several quarters of growth
North American DSL market the smallest
region; good VDSL growth in 1Q09
Huawei is the only major vendor to
increase shipments into EMEA in 1Q09
Growth in China, India, Australia,
and New Zealand neutralize decline in rest of Asia
VDSL port shipments
continue to rise
CMTS results
CMTS port shipment levels decline for
the third consecutive quarter; downstream ports and non-US shipments dominate
Market share changes — CMTS
Cisco market share continues to
drop
Regional analysis — CMTS
Non-US shipments predominate
List of Tables
Table 1: Analysis of quarterly
volumes for 1Q09, DSLAM
Table 2: Analysis of quarterly volumes for 1Q09,
CMTS
List of Figures
Figure 1: Global
FTTx subscriber net adds by quarter, 2Q07-1Q09
Figure 2: FTTx
market share of subscriber adds, 2Q08-1Q09 (rolling 4Q)
Figure 3:
Global FTTx subscriber adds by region, 2Q08-1Q09
Figure 4: DSLAM
quarterly port volumes, 2Q07-1Q09
Figure 5: DSLAM market share,
2Q08-1Q09
Figure 6: DSLAM market share gains and losses, rolling 4
quarters, 1Q09
Figure 7: Regional DSLAM market share, 1Q09 vs. 4Q08
Figure 8: CMTS port shipments by quarter, 2Q07-1Q09
Figure 9:
CMTS market share (rolling 4 quarters), 1Q09
Figure 10: CMTS market
share gains and losses, rolling 4 quarter, 1Q09
Figure 11: Regional CMTS
market share, 1Q09 vs. 4Q08
