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| DSL ICs: Further, Faster, Cheaper |
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The DSL market is beginning a shift from
predominately ADSL deployments, to increasing numbers of VDSL deployments,
mostly in the Asia Pacific region. This report analyzes the market
for DSL physical layer ICs, focusing on ADSL (including ADSL2 and
ADSL2+), VDSL and SHDSL. Key technology and market trends are discussed,
such as the development of ADSL2+, the shift to VDSL in the Asia Pacific
region, and the potential for so-called “universal ports” that combine
ADSL and VDSL functionality on the same chipset. The overall structure
of the industry is analyzed, and 2003 ADSL IC, VDSL IC and SHDSL IC
port shipments and market shares are provided for all of the vendors
active in the market in 2003. Five-year forecasts, from 2004 – 2008,
are provided for ADSL, VDSL and SHDSL for both CO and CPE ports and
include port shipments, ASPs and revenues. Finally, brief vendor profiles
are given, both for the established vendors, such as Conexant, ST
and Texas Instruments, as well as new market entrants, such as ElectriPHY.
This report will be particularly useful to product managers in DSL
IC vendor companies, financial analysts covering the DSL IC market,
and consultants advising clients in the DSL IC market. |
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- Executive Summary
- Methodology
- DSL IC Market
Overview
- A Brief History
of DSL
- DSL Technology
Fundamentals
- DSL Equipment
- DSL IC Key Market
Trends
- DSL IC Vendor
Market Shares
- Total DSL IC
Vendor Market Shares
- ADSL IC Vendor
Market Shares
- VDSL IC Vendor
Market Shares
- SHDSL IC Vendor
Market Shares
- DSL IC Market
Forecast
- Total DSL IC
Shipments And Revenue
- ADSL IC Shipments
And Revenue
- VDSL IC Shipments
And Revenue
- SHDSL IC Shipments
And Revenue
- Vendor Profiles
- Analog Devices,
Inc. (ADI)
- Broadcom
- Centillium
- Conexant
- ElectriPHY
- Ikanos
- Infineon
- Metalink
- Mindspeed
- ST Micro
- Texas Instruments
(TI)
- Table 1. ADSL IC,
Equipment, And Subscriber Historical Growth Trends (1999 - 2003)
- Table 2. Historical
Ratios Of ADSL IC Port Shipments To New ADSL Subscribers And Equipment
(1999 - 2003)
- Table 3. Total
DSL IC vendor market shares
- Table 4. ADSL IC
vendor market shares
- Table 5. VDSL IC
vendor market shares
- Table 6. SHDSL
IC vendor market shares
- Table 7. Total
DSL IC port and revenue forecast
- Table 8. Total
DSL CO IC port and revenue forecast
- Table 9. Total
DSL CPE IC port and revenue forecast
- Table 10. Total
ADSL IC port and revenue forecast
- Table 11. ADSL
CO IC port and revenue forecast
- Table 12. ADSL
CPE IC port and revenue forecast
- Table 13. Total
VDSL IC port and revenue forecast
- Table 14. VDSL
CO IC port and revenue forecast
- Table 15. VDSL
CPE IC port and revenue forecast
- Table 16. Total
SHDSL IC port and revenue forecast
- Table 17. SHDSL
CO IC port and revenue forecast
- Table 18. SHDSL
CPE IC port and revenue forecast
- Figure 1. Comparison
of ADSL and ADSL2+ Rate And Reach
- Figure 2. Total
DSL IC port and revenue forecast
- Figure 3. Total
ADSL IC port and revenue forecast
- Figure 4. Total
VDSL IC port and revenue forecast
- Figure 5. Total
SHDSL IC port and revenue forecast
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