DSL Customer Premises Market Declines 3% in 4Q01 According to Dell'Oro Group; Unit Growth Offset by Price Declines

Business Wire, Feb 15, 2002

Business Editors

REDWOOD CITY, Calif.--(BUSINESS WIRE)--Feb. 15, 2002

The DSL Customer Premises Equipment (CPE) market declined 3% Q/Q, posting revenues of $458.7 million in 4Q01. Revenues include sales of modems, data-only routers, and voice-and-data routers.

"DSL Service Providers continue to increase their quarterly subscriber base as end user demand for broadband access remains strong," said Paul Baranello, industry analyst for Dell'Oro Group. "Unit shipments were actually up sequentially. The DSL CPE market is a highly competitive market, and vendors cut price in 4Q01 to maintain share. Ultimately, this contributed to the Q/Q revenue decline."

        4Q01 Market Leaders -- DSL Customer Premises Equipment

                                 Quarterly
Total Market          4Q01          Growth
------------          ----          ------
MFG Revenue ($M)    $458.7            - 3%

Vendor                Rank          Growth
------                ----          ------
Siemens                  1              4%
Alcatel/a                2           - 10%
Westell                  3             67%
Cisco                    4             17%
Sumitomo                 5           - 10%

/a Alcatel sold its DSL CPE business to Thomson at the end of 2001.

About the Report

The Dell'Oro Group's Access report focuses on detailed quarterly analysis of market size, market share, port/unit shipments and average selling prices as it pertains to markets and vendors in the Broadband Fixed Wireless, Cable, DSL and Dial Modem markets. To purchase this report, please contact Cheryl Funke at 650/622-9400 ext. 222.