Two reports:
zdnet.com
The cable modem market is growing too, though. In-Stat predicts the number of worldwide cable modems shipped in 1999 will surpass 2.6 million, still a considerable lead on ADSL.
Interesting upgrade in numbers. Earlier predictions were for 1 million in '99.
And, the other report:
August 19, 1999 11:16
****Modem Picture Mixed, Even As ADSL Shipments Hit 1 Million
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NEWTON, MASSACHUSETTS, U.S.A., 1999 AUG 19 (NB) -- By Brian O'Connell, Newsbytes. Even as worldwide modem growth has slowed in some sectors in 1999, the industry is more than making up for it in others.
According to a new report by Cahners In-Stat Group, a Newton, Mass.-based high-tech analytical group, sales of cable modems worldwide fell by 21 percent in the second quarter of 1999, while ADSL (asymmetric digital subscriber line) modems are enjoying their finest hour.
The report, "Q2 99 Analog and Digital Modem Market Analysis," states that ADSL modem sales rose by 59 percent in the second quarter, with Cahners predicting sector sales to hit the magic 1 million mark by the end of the year.
Alcatel led the market in ADSL modem's shipped with a 33 percent worldwide share. Cisco ranked second with 18.7 percent share, followed by Orckit with 13.7 percent share. Motorola and Nortel Networks combined held 49 percent of total cable modems shipped in the second quarter. Com 21 ranked third overall with an 11 percent unit share. 3Com, General Instruments, and Samsung lead in DOCSIS- based modem shipments, the report stated.
Cahners attributes the ADSL growth to a broadening of service rollouts in the US and abroad. "While only a few vendors hold the majority share in the ADSL modem market today, the move towards a retail and PC OEM (original equipment manufacturer) market over the next 12 months will change the vendor line-up considerably," said Shannon Pleasant, senior analyst for Cahners In-Stat's voice and data communications group. "We are already seeing several new entrants in the cable modem market that are traditional retail players."
Cahners says that the lackluster effort in the cable modem sector doesn't mean that the industry is in any grave danger. The report stated that worldwide cable modem sales should reach 2.6 million by the end of 1999, leaving a big gap between cable modem and ADSL modem use heading into the 21st century.
Cablelabs/DOCSIS-based cable modems increased to 19 percent of cable modems shipped in the second quarter of 1999, up from 13 percent in the first quarter. Cahners says this trend is expected to continue as standards based cable modems become available from market leaders Motorola and Nortel Networks in the second half of 1999. |
