The DLC market is really three separate segments. The first, the Regional Bell Operating Companies (RBOCs), makes limited use of new features, and prefers traditional vendors but comprises the bulk of the market and it is here that Alcatel dominates. The second segment, the Independent Operating Companies, IOCs with over 500,000 lines, also have little need for advanced technology, and while they are far more open to buying directly from start-up equipment suppliers, it is in this segment that AFC dominates. The last group, IOCs with fewer than 500,000 lines, accounts for most of the country's FTTH projects and while AFC again dominates this market, it is in this segment where start-ups are booking revenue.
This new report examines the U.S. DLC market and provides market shares of leading vendors including Adtran, Alcatel, AFC, Ciena and Zhone broken out across various carrier-market segments. Also included in the report are five-year market projections for equipment spending on the part of RBOCs and IOCs, as well as growth estimates of remote terminals, fiber-fed remote terminals and terminals with DSL cards.