August 20, 2008
Dell'Oro Group: DSL Port Shipments Surge to Near Record Level
By Raju Shanbhag, TMCnet Contributor
Including shipments to China from Alcatel-Lucent, Huawei, and ZTE (News - Alert), second quarter port shipments for DSL Access Concentrators grew 17 percent sequentially to a level only surpassed in the second quarter of last year.
That’s according to data in a new report by Dell’ (News - Alert)Oro Group. The report said the increase took place at the same time quarterly subscriber additions declined to their lowest level in almost five years.
According to Dell’Oro Group, Alcatel-Lucent (News - Alert) remains in the top spot followed by Chinese manufacturers Huawei and ZTE. So, according to the report, these three companies accounting for most shipments to China were also the market leaders.
“On the surface there appears to be a disconnect between the higher port shipments and lower subscriber additions,” said Tam Dell’Oro, President of Dell’Oro Group. “But further analysis indicates that much of the growth was driven by shipments to China where the government mandated limited network growth in the third quarter due to the Olympics. This resulted in 50 percent higher sequential port shipments to China in the second quarter where advanced buying occurred.”
Dell’Oro continued “We believe a correction is likely in the second half of the year driven by limited shipments to China in the third quarter and lower demand in established regions resulting from slowing subscriber additions.”
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Raju Shanbhag is a contributing editor for TMCnet. To read more of Raju's articles, please visit his columnist page.
Edited by Mae Kowalke
