Abstract
The DSL market is beginning a shift from predominately ADSL deployments, to
increasing numbers of VDSL deployments, mostly in the Asia Pacific region. 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 VDSL in the Asia
Pacific region, and the potential for so-called "universal ports" that
combine ADSL and VDSL functionality on the same chipset. The overall structure
of the industry is analyzed, and 2003 ADSL IC, VDSL IC and SHDSL IC port
shipments and market shares are provided for all of the vendors active in the
market in 2003. Five-year forecasts, from 2004 -- 2008, are provided for ADSL,
VDSL and SHDSL for both CO and CPE ports and include port shipments, ASPs and
revenues. Finally, brief vendor profiles are given, both for the established
vendors, such as Conexant, ST and Texas Instruments, as well as new market
entrants, such as ElectriPHY.
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. |