What's Next for Next-Generation Digital Loop Carriers?

SUMMARY

DSL continues to increase each year in terms of worldwide subscriber growth. Domestically, in North America, DSL continues to struggle to compete with cable access and the cable infrastructure. Unfortunately, the US does not have the large amount of Multi-Tenant Units (MTUs) as in Japan or Korea, so deployment of high-speed access lines is difficult due to longer loop lengths. Digital Loop Carriers (DLCs) were installed to interoperate with the existing POTS lines and to extend the reach of DSL from the CO.

The DLC market reached $1.7 billion in 2002, and In-Stat/MDR expects the market to decline slightly in 2003 to $1.4 billion, due to price erosion of POTS and DSL lines in DLCs. POTS lines consume the majority of shipments, roughly 70%, and DSL ports comprised the other 30%. Competition is increasing among the many players in the market, roughly 15 vendors. Many DLC vendors have integrated POTS and DSL line cards, and, for future product enhancements, are keeping fiber equipment in mind.

This report includes vendor market shares, five-year forecasts and overall market trends for the NGDLC market.

TABLE OF CONTENTS

• Executive Summary
• Methodology
• Segmentation
• Introduction
• NGDLC or Fiber Architecture?
• Worldwide Digital Loop Carrier Market Shares
• Worldwide DLC Forecast Summary
  • Overall Forecast
• Vendor Profiles
  • AFC
  • Calix
  • Catena Networks
  • Lucent
  • Marconi
  • Occam Networks
  • Samsung
  • UTStarcom
  • Zhone Technologies
  • Summary

List of Tables

• Table 1. Total Worldwide DLC POTS Lines Market Shares
• Table 2. Total Worldwide DLC POTS Lines Manufacturer Sales Market Shares
• Table 3. Worldwide DLC DSL Ports Market Shares
• Table 4. Worldwide DLC DSL Ports Manufacturer Sales Market Shares
• Table 5. Worldwide DLC POTS+DSL Ports Market Shares
• Table 6. Worldwide DLC POTS+DSL Ports Manufacturer Sales Market Shares
• Table 7. Total Worldwide DLC Five-Year Forecast 2003-2007 (Units in Thousands, US$ in Millions)
• Table 8. Worldwide DLC POTS Lines Five-Year Forecast 2003-2007 (Units in Thousands, US$ in Millions)
• Table 9. Worldwide DLC DSL Ports Five-Year Forecast 2003-2007 (Units in Thousands, US$ in Millions)
• Table 10. Worldwide DLC DSL+POTS Ports Five-Year Forecast 2003-2007 (Units in Thousands, US$ in Millions)

List of Figures

• Figure 1. Total Worldwide NGDLC Five-Year Forecast 2003-2007 (US$ in Thousands)
• Figure 2. NGDLC Line Access
• Figure 3. Integrated POTS + DSL line card architecture
• Figure 4. 2002 Total Worldwide DLC POTS Lines Market Shares
• Figure 5. 2002 Total Worldwide DLC POTS Lines Manufacturer Sales Market Shares
• Figure 6. 2002 Worldwide DLC DSL Ports Market Shares
• Figure 7. 2002 Worldwide DLC DSL Ports Manufacturer Sales Market Shares
• Figure 8. 2002 Worldwide DLC POTS+DSL Ports Market Shares
• Figure 9. 2002 Worldwide DLC POTS+DSL Ports Manufacturer Sales Market Shares
• Figure 10. Total Worldwide DLC Five-Year Forecast 2003-2007 (Units in Thousands, US$ in Millions)
• Figure 11. Worldwide DLC POTS Lines Five-Year Forecast 2003-2007 (Units in Thousands, US$ in Millions)
• Figure 12. Worldwide DLC DSL Ports Five-Year Forecast 2003-2007 (Units in Thousands, US$ in Millions)
• Figure 13. Worldwide DLC DSL+POTS Ports Five-Year Forecast 2003-2007 (Units in Thousands, US$ in Millions)