FTTx・DSL・CMTS之市場佔有率：2009年第一季

Market Share: 1Q09 FTTx, DSL, and CMTS

出版商	Ovum, Ltd.
出版日期	2009年07月	商品編碼	106190
內容資訊	英文 Pages: 28
價格	US $ 1495 PDF by E-mail (Single user license) US $ 3738 PDF by E-mail (Global license)

簡介
目錄
相關商品

FTTx・DSL・CMTS之市場佔有率：2009年第一季 是由出版商Ovum, Ltd.在2009年07月所出版的。這份英文市場調查報告書包含Pages: 28 價格從美金1495起跳。

簡介

2009年第1季FTTx使用者比2008年第4季增加了24%。全球DSL出貨量持續減少9%，從2008年第1季以來已減少11%。VDSL2出貨量持續增加6%，從2008年第1季以來已增加23%。全球以及北美CMTS出貨量連續三季減少，且北美的出貨量減少至將近2008年第2季一半的水準。

本報告，針對全球與區域別的FTTx・DSL・CMTS出貨量，以及市場佔有率進行分析，由下列摘要形式闡述。

報告摘要
概述
Ovum之觀點
FTTx的業績
FTTx導入沒有放緩的趨勢
區域別分析：FTTx
FTTx導入在亞太地區的優勢持續存在
亞太地區
中國
日本
韓國
澳洲
香港
印度
新加坡
台灣
在亞太地區的其他發展
北美
EMEA(歐洲・中東・非洲)
DSL的業績
DSL出貨量持續減少9%，2008年第1季以來已減少11%
市佔率的變化：DSL
季業績的分析
區域別分析：DSL
亞太地區佔了全球季出貨量將近50%，另一方面北美僅衰退8%
SCA出貨量經過數季的成長之後，持續衰退
北美DSL市場成為最小區域：2009年第1季VDSL順利成長
2009年第1季，Huawei是EMEA增加其出貨量的唯一主要廠商
中國、印度、澳洲以及紐西蘭的成長中和了亞洲其他各國的衰退
VDSL接口的出貨量持續成長
CMTS的業績
CMTS接口的出貨水準連續3季衰退；下游頻寬接口以及美國以外的出貨佔有優勢
市佔率的變化：CMTS
Cisco的市佔率持續下滑
區域別分析：CMTS
美國以外的出貨佔有優勢
圖表目錄

The number of net additions of FTTx subscribers grew a healthy 24% in 1Q09 over 4Q08. Activity in Japan, which has been a leader in FTTx installation, has slowed in 2009, but China is getting very aggressive in its FTTx deployments; if the three major operators follow through on their stated plans, China could become the country with the largest number of subscribers having service over FTTx. Global DSL shipments were down 9% sequentially and 11% over 1Q08. The sequential trend was flat in Asia-Pacific and declining in all other regions. VDSL2 shipments were up 6% sequentially and a healthy 23% over 1Q08 compared to double-digit sequential and year-ago quarter declines in the ADSL market, indicating growth related to fiber deployments, particularly in North America. Global and North American CMTS shipments declined for the third time sequentially, with North American shipments shrinking to a little more than half of 2Q08 levels.

Executive summary
In a nutshell
Ovum view
FTTx results
No sign of slowing in FTTx deployments
Regional analysis — FTTx
Asia-Pacific continues to dominate FTTx deployments
Asia-Pacific
China
Japan
South Korea
Australia
Hong Kong
India
Singapore
Taiwan
Other developments in Asia-Pacific
North America
EMEA
DSL results
DSL shipments down 9% sequentially and 11% over 1Q08
Market share changes — DSL
Analysis of quarterly results
Regional analysis — DSL
Asia-Pacific’s gains in past quarters push it over the edge to 50% of global shipments, while North America declines even further to only 8%
SCA shipments drop sequentially after several quarters of growth
North American DSL market the smallest region; good VDSL growth in 1Q09
Huawei is the only major vendor to increase shipments into EMEA in 1Q09
Growth in China, India, Australia, and New Zealand neutralize decline in rest of Asia
VDSL port shipments continue to rise
CMTS results
CMTS port shipment levels decline for the third consecutive quarter; downstream ports and non-US shipments dominate
Market share changes — CMTS
Cisco market share continues to drop
Regional analysis — CMTS
Non-US shipments predominate

List of Tables
Table 1: Analysis of quarterly volumes for 1Q09, DSLAM
Table 2: Analysis of quarterly volumes for 1Q09, CMTS

List of Figures
Figure 1: Global FTTx subscriber net adds by quarter, 2Q07-1Q09
Figure 2: FTTx market share of subscriber adds, 2Q08-1Q09 (rolling 4Q)
Figure 3: Global FTTx subscriber adds by region, 2Q08-1Q09
Figure 4: DSLAM quarterly port volumes, 2Q07-1Q09
Figure 5: DSLAM market share, 2Q08-1Q09
Figure 6: DSLAM market share gains and losses, rolling 4 quarters, 1Q09
Figure 7: Regional DSLAM market share, 1Q09 vs. 4Q08
Figure 8: CMTS port shipments by quarter, 2Q07-1Q09
Figure 9: CMTS market share (rolling 4 quarters), 1Q09
Figure 10: CMTS market share gains and losses, rolling 4 quarter, 1Q09
Figure 11: Regional CMTS market share, 1Q09 vs. 4Q08