*** Markets
In-Stat Expects the xDSL Chipset Market to Explode by
2000
(February 6)
In-Stat expects the xDSL chipset market to grow in
triple digits reaching 22 million units and almost
$700 million in revenue in 2000. Although both
symmetrical and asymmetrical chipsets shipments are
expected to grow considerably through 2002,
asymmetrical chipsets, which include ADSL, ADSL-Lite,
and VDSL, are expected to generate the bulk of
shipments and revenue. Increasing integration,
decreasing power consumption and the use of
programmable DSPs have made DSL chipsets less
expensive and more flexible to changing standards and
customer demands.
The push for standards based ADSL and ADSL-Lite will
exert pressure on CAP-based vendors that are not able
to transition to DMT standard based products. CAP-
based ADSL chipsets are expected to hold less than 5%
share of the ADSL chipset market by 2002, as opposed
to 95% today.
"xDSL Chipset Analysis" No. CE9801DC, In-Stat's
latest Communications Semiconductor End-Use Service
report provides a current view of the xDSL chipset
market. This report forecasts new DSL lines and xDSL
chipset and revenue for the asymmetrical (ADSL, VDSL,
RADSL, ADSL-Lite) and symmetrical (HDSL, SDSL and
IDSL) markets. Also included is an analysis of the
competitive environment and current market players.
For information on how ADSL will role out, In-Stat's
latest Multimedia report, "ADSL - The Struggle For
Deployment" No. MM9801IF, by Gerry Kaufhold, details
digital telephone activity in eight regions and
provides forecasts for ADSL deployments. This report
also documents new shipments for three technologies
that will precede ADSL: ISDN, S-DSL and ADSL-Lite (C-
DSL). And discusses how these approaches to digital
telephony will play out.
Also included is information about the local
telephone infrastructures, as well as forecasts for
New Digital Telephone Lines, and a summary of the
worldwide market for Digital Telephony End Point
Equipment.
In-Stat reports "xDSL Chipset Analysis" and "ADSL -
The Struggle For Deployment" are specially priced at
$2,995 each, which includes analyst inquiry
privileges on the topics covered. To purchase these
reports or for information about In-Stat's
Communications, Semiconductor, and Computer Services,
contact Dennis Ashton at 602/483-4471, email:
dennisa@instat.com.
www.instat.com.
Broadband Satellites Predicted to Ease Global
Bandwidth Crisis Through the Provision of Internet
and IP Services, Generating Over $29 Billion in
Revenues by 2005
(February 4)
Broadband satellite systems such as Teledesic,
Astrolink, Spaceway and Celestri will provide a
global broadband infrastructure for IP services,
according to a new report released by Pioneer
Consulting titled "Satellite Data Networks: The
Internet's Next Frontier." Using newly available
frequencies in the Ka-Band, these systems will
provide broadband services in an efficient manner to
all regions of the globe. The Ka-band has created the
opportunity for satellites offering multimedia
services to small antennas, eliminating the
bottlenecks associated with telecommunications
networks "last mile."
As the Internet expands globally from its present
U.S.-centrism, satellites will be the only
telecommunications network infrastructure to
economically reach emerging markets, particularly
those without access to submarine fiber optic cable
systems. For developed markets, broadband satellites
offer a complementary access option to existing fiber
optic and high-speed copper solutions, bringing
broadband capabilities to the mass market in the same
way DBS has delivered digital television. Because
broadband satellites serve lucrative business
customers, this market has a potential to far outgrow
the DBS/Direct-to-Home market. By the year 2005,
revenues from broadband satellite services will reach
$29.25 billion globally.
Year Broadband Data Revenue
($US Billions)
1998 0.05
1999 0.10
2000 0.30
2001 1.00
2002 3.70
2003 11.47
2004 19.50
2005 29.25
This report is presently available at a cost of
$4,000. For a table of contents, executive summary or
other additional information, please contact Pioneer
Consulting
www.pioneerconsulting.com
Telephone Calls Over the Internet a Growing Business
(January 29)
Analyst predict $2.5 billion market for equipment and
services by 2002, Making regular voice telephone
calls over the IP networks, should grow to be a
multibillion dollar business in four years, according
to Bruce Carlsmith, a communications equipment
industry analyst for NationsBanc Montgomery
Securities.
While IP telephony, placing phone calls over
Intranets, private IP networks, or the Internet, is
still in its infancy. It is significant because it
represents the beginning of a convergence to one
network that handles all data and voice
transmissions. There are systems now available to
allow personal computer users to make Internet phone
calls through their personal computers that are
virtually free, but the quality of such calls is
poor. New technology is being developed to improve
quality and allow users to place calls across IP
networks through regular telephone handsets rather
than their PCs.
Wave Issue 9739 3/18/98 Article 3-01