Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Jan 30 9:30 AM EST

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To: Cary Salsberg who wrote (14280)	4/13/2005 2:39:12 PM
From: Proud_Infidel	Read Replies (1) of 25522

Broadband semiconductor market to beat $2 billion by 2009 By TechWeb News EE Times (04/13/2005 1:11 PM EDT) The growing demand for VoIP and high-definition video services is expected to drive the worldwide DSL, cable modem, and PON (passive optical networks) semiconductor markets to pass the $2 billion sales mark by 2009, according to a report released Wednesday. IDC's Semiconductor research group said the markets are being propelled by fierce competition among CLECs and cellular carriers as well as by VoIP and IP video service providers. "The ability to support faster speeds over 20 Mbps, improved quality of service features, and increased security will fuel demand for a new breed of chip products that will be at the heart of next-generation broadband designs," said Sean Lavey, an IDC program manager, in a statement. The market research firm said DSL deployment will be accelerated by adoption of higher-speed ADSL2+ technology and VDSL2 for shorter copper loops. Cable modem broadband providers are expected to aggressively add VoIP capability to compete with incumbent phone providers. IDC said PON deployment is primarily centered in Japan today, but the U.S., Korea, China and Taiwan are expected to accelerate their PON shipments soon. China and India should experience rapid broadband growth rates as well-established markets in other countries taper off.

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