DSL IC晶片組：VDSL2的出現

Abstract

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 VDSL2, and the driving force of IPTV. In addition, the overall structure of the industry is analyzed, and the YE 2005 and 1Q06 ADSL IC, VDSL IC, and SHDSL IC port shipments and market shares are provided for all of the vendors active in the market. Five-year forecasts, from 2005-2010, are provided for ADSL, VDSL, and SHDSL for both CO and CPE ports and include port shipments, ASPs, and revenues. 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.

Table of Contents

• Executive Summary
• Methodology
• DSL Chipsets
• Standards
  • The ADSL2/2+ Standard
  • VDSL2 Standard
  • DSL Technology issues
    • Crosstalk
    • Bonding
    • The Distance Versus Capacity Conundrum
• Triple Play and the Market for DSL
  • IPTV
  • VoIP
  • Internet Connectivity
    • CPE
  • Symmetric Requirements
  • The Growth of the Telco IPTV Market
    • Asia
    • Europe
    • North America
• 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
• DSL IC Vendor Market Shares
  • DSL Market Segments
  • Total DSL Market Shares
  • ADSL Market Shares
    • ADSL CO and CPE
  • VDSL
  • SHDSL
• DSL IC Vendor Profiles
  • Broadcom
  • Centillium
  • Conexant
  • Ikanos
  • Infineon
  • PMC-Sierra
  • Metalink
  • ST Microelectronics
  • Texas Instruments

List of Tables

• Table 1. DSL Standards Progression
• Table 2. VDSL 2 Profiles
• Table 3. Television Bandwidth Requirements by Type of Compression
• Table 4. Total DSL IC Shipments and Revenues, 2005-2010
• Table 5. Total DSL CO IC Ports Shipments and Revenues, 2005-2010
• Table 6. Total DSL CPE IC Ports Shipments and Revenues, 2005-2010
• Table 7. Total ADSL IC Ports and Revenues, 2005-2010
• Table 8. ADSL CO IC Ports and Revenues, 2005-2010
• Table 9. ADSL CPE IC Ports and Revenues, 2005-2010
• Table 10. Total VDSL IC Ports and Revenues, 2005-2010
• Table 11. VDSL CO IC Ports and Revenues, 2005-2010
• Table 12. VDSL CPE IC Ports and Revenues, 2005-2010
• Table 13. SHDSL Total IC Ports and Revenues, 2005-2010
• Table 14. SHDSL CO IC Ports and Revenues, 2005-2010
• Table 15. SHDSL CPE IC Ports and Revenues, 2005-2010
• Table 16. Market Segment Share, Year-end 2005 and 1Q06
• Table 17. Total DSL IC Vendor Market Share, Year-end 2005 and 1Q06
• Table 18. ADSL IC Vendor Market Share, Year-end 2005 and 1Q06
• Table 19. ADSL CO IC Vendor Market Share, Year-end 2005 and 1Q06
• Table 20. ADSL CPE IC Vendor Market Share, Year-end 2005 and 1Q06
• Table 21. VDSL IC Vendor Market Share, Year-end 2005 and 1Q06
• Table 22. SHDSL IC Vendor Market Share, Year-end 2005 and 1Q06

List of Figures

• Figure 1. Worldwide DSL IC Ports Forecast (in Thousands) by Technology Type, 2005-2010
• Figure 2. Broadband Subscribers Continue to Grow Worldwide (in Millions)
• Figure 3. Speed Versus Distance by DSL Technology Type
• Figure 4. Total DSL IC Shipments and Revenues, 2005-2010
• Figure 5. Total ADSL IC Port and Revenue Forecast, 2005-2010
• Figure 6. Total VDSL IC Port and Revenue Forecast, 2005-2010
• Figure 7. Total SHDSL IC Port and Revenue Forecast, 2005-2010