Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Aware, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: Paul Lee who wrote (5696)	3/15/1999 2:10:00 PM
From: Scrapps	Respond to of 9236

IC Chipsets for Broadband Applications to Grow 30% Annually Through 2004, Says ABI OYSTER BAY, N.Y., March 15 /PRNewswire/ -- The IC market for wireline broadband applications (ADSL, cable modems, HDSL, and VDSL) is expected to grow from $174.1 million in 1999 to $638.4 million in 2004. The greatest share of this market value in 1999 is attributed to cable modems with 43% market share while HDSL accounts for 24%, and ADSL and VDSL represent 24% and 2%, respectively. This information is available in a new report, ''Broadband Integrated Circuits: A Strategic Analysis of the World Market for Wireline Chipsets'' from Allied Business Intelligence. The greatest change in shares between 1999 and 2004 will be the increasing demand of ADSL, which is expected to lead the market in 2004 with a 30% share. In the same year, cable, HDSL, and VDSL are anticipated to hold for 28%, 26%, and 16% share, respectively. Digital components account for two-thirds of the broadband IC market value in 1999. G.Lite is expected to be the dominant variation of ADSL over the next three to four years. However, shipments of legitimate G.Lite chip solutions are anticipated to account for less than 20% of the total market for ADSL ICs in 1999. A rapid migration to chips that support G.Lite is anticipated but these are expected to ship in limited quantities throughout 1999. In addition, most of these are expected to support V.90 as well as G.Lite. Likewise, shipments of ICs for the latest variation of HDSL (HDSL2), are expected to account for a minority (less than 5% in 1999) of total HDSL IC shipments. Perhaps surprisingly, GaAs ICs represent 5% of the market for cable modem ICs. Used in the front end, devices made from GaAs are expected to see greater penetration in the cable modem sector. Greater use of IC tuners is also expected in this sector. Meanwhile, VDSL supporters continue to tackle standards and deployment issues (particularly distance). Allied Business Intelligence, Inc. is an Oyster Bay, NY-based technology research think-tank specializing in communications and emerging technology markets. ABI publishes strategic research on the broadband, wireless, electronics, semiconductors, automation, energy and transportation industries. Details of these studies can be found at alliedworld.com. Or call 516-624-3113 for more info. SOURCE: Allied Business Intelligence, Inc. biz.yahoo.com