Chinese Manufacturers Lose Ground in Worldwide DSL Market During 1Q05
From Business Wire: Chinese Manufacturers Lose Ground in Worldwide DSL Market During 1Q05 as Local Operators Delay Orders
"Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, announced today that DSL Access Concentrator (DSLAMs + DLCs) port shipments to China declined more than 40 percent in 1Q05 over the prior calendar quarter while port shipments to North America grew over 30 percent during the same period. DSL port shipments to Europe, Middle East and Africa (EMEA) remained close to the record high level achieved in 4Q04."
"Chinese manufacturers, including Huawei and ZTE, lost worldwide market share in 1Q05 as Service Providers in China significantly slowed purchases as they await subscriber additions to fill network capacity," said Steve Nozik, Principal Analyst for Broadband Access research at Dell'Oro Group. "Siemens, Lucent, and some of the smaller North American manufacturers including Zhone, Ciena, and Calix were the main beneficiaries of the strong market in EMEA and North America as Service Providers in these regions stepped up their equipment purchases to service the high level of new subscriber additions."