Product Type: Market Research Report
Published by: Ovum Plc
Published: July 2009
Product Code: R464-1537Description 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
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