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Slowdown
in Broadband Modem Market Reflects Widespread Economic Downturn
SCOTTSDALE, Ariz., March 19, 2001
- A Q4 2000 decrease in revenue and unit shipments in the broadband
modem market is indicative of broad economic slowdown, according
to Cahners In-Stat Group (http://www.instat.com).
The high-tech market research firm finds that the volume of both
analog and modem shipments fell in Q4 as a result of a decline in
both consumer and OEM purchases. While unit shipments declined,
revenue decreases were even more drastic as the Average Selling
Price (ASP) continued to deteriorate. As a result, the modem market
saw several mergers and the exit of several companies.
"Slowing in PC shipments translated
to reductions in bundled analog modem shipments," says Amy
Helland, Industry Analyst for In-Stat's LAN and Enterprise Communications
Group. "Notebook modem form factors (PC Cards and Combo Cards) also
suffered significant decreases, with shipments falling more significantly
than for shipment of desktop modem form factors. Slowdown for PC
Card and Combo Cards is partially a factor of overall PC shipment
slowdown as well as cannibalization from Mini-PCI form factors."
In-Stat also found that:
- Alcatel captured the greatest market
share gain for DSL Customer Premise Equipment (CPE) shipments.
3Com also enjoyed a significant gain in cable CPE market share
for Q4 00, moving from 10 percent to 19 percent.
- 4Q 2000 exhibited major transitions
in the analog modem market as US Robotics replaced 3Com as the
dominant player after 3Com released the analog-only products to
US Robotics.
- ADSL CPE shipment degradation was
much less severe quarter to quarter as compared to cable modem
shipments. ADSL declined by less than 1 percent, where cable declined
13 percent from Q3 00 to Q4 00. This is the first quarter since
cable modems were released that shipment levels fell. The decline
in cable modem shipments was largely a result of the high inventory
levels held by MSOs.
The report, Analog
and Digital Modem Quarterly (#CQ0101M7), includes market
share information for analog and digital modems. Market share is
provided for unit shipments and revenue by technologies and form
factors. The report includes three quarter forecasts for worldwide
analog and digital modem shipments.
To purchase this report or for more
information, please call Courtney
McEuen at 480.609.4533; cmceuen@instat.com.
The report price is $2,995 USD.
Cahners In-Stat Group (http://www.instat.com)
covers the full spectrum of digital communications research from
vendor to end-user, providing the analysis and perspective that
allows technology vendors and service providers worldwide to make
more informed business decisions.
For more information,
contact:
Amy Helland,
Industry Analyst - LAN & Enterprise Communications
Phone: 480.609.4545
Email:
ahelland@instat.com
Kirsten Skedd,
Marketing Manager
Phone: 480.609.4534
Email: kskedd@instat.com
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