Access Market Continues to Climb According to Dell'Oro Group; Sales Levels in Excess of $2 Billion in 1Q00
Updated 7:49 AM ET May 24, 2000
PORTOLA VALLEY, Calif. (BUSINESS WIRE) - The Access Market continues to post record numbers in 1Q00 growing 18% Q/Q. Access Concentrator - Modem/ISDN revenue was flat Q/Q in 1Q00 due to price cuts, but port shipments increased 12%. Access Concentrator - Cable Modem and DSL continued to climb in revenue growing 62% and 19% respectively. On the Customer Premise side, the same growth could be seen for both Cable and DSL growing 37% and 65% respectively Q/Q.
Despite flat revenue growth in 1Q00 in the Access Concentrator - Modem/ISDN market, Dell'Oro Group predicts that the Access Concentrator - Modem ISDN market will reach $3.9 Billion in 2000. "There are two factors that will drive the growth of Access Concentrators - Modem/ISDN over time", says Paul Baranello, an Analyst at Dell'Oro Group. "First, we believe that access to the Internet via modem is ubiquitous, and will continue to be popular with price-sensitive customers who may not yet be connected to the Internet. Second, these products have evolved to include modem and voice capabilities on the same port." In 1Q00 Lucent shipped the APX 8000 that offered this new capability. Both 3Com and Nortel have announced similar products and will likely begin shipping in 2H00.
Other companies showing significant growth Q/Q in the Access market for 1Q00 were Com21 40%, Copper Mountain 36%, Efficient Networks 137%, Terayon 54%, and Westell 113%.
1Q00 Market Leaders - Access
Quarterly
Total Market 1Q00 Growth
------------ ---- ------
MFG Revenue ($M) $2,038 + 18%
Vendor Rank Growth
------ ---- ------
Lucent 1 + 18%
Cisco 2 + 29%
3Com 3 + 7%
Nortel 4 - 19%
Alcatel 5 - 11%
The Dell'Oro Group's Routers, Access & Voice report provides in-depth data and analysis on the following technologies: Legacy Routers (data capable), Voice & Data Routers, Access Concentrators (Modem/ISDN, Cable Modem and DSLAMs), and Customer Premise Equipment (Cable and DSL). The report tracks market shares for approximately 25 vendors in terms of revenues, units or ports shipped and ASPs.
Dell'Oro Group is a market research firm that specializes in providing accurate and timely data on the networking industry. Dell'Oro Group reports focus on detailed quarterly analysis of market size, market share, port/unit shipments and average selling prices as it pertains to markets and vendors. |
