North America bucks trend in DSL global shipment decline

UK: "Global DSL shipments declined to 1Q07 levels after the strong showing last quarter, but were still up over third quarter last year," said Kamalini Ganguly, Analyst, Broadband Network Strategies, at Ovum RHK.

"North American shipments increased for the second consecutive quarter on the back of AT&T’s Project Lightspeed deployments, despite the slowdown in broadband subscriber additions. Alcatel-Lucent remains number one," Ganguly added.

3Q07 highlights:

DSLAM shipments’ decline versus 2Q07 = 11 percent

DSLAM shipments’ growth versus 3Q06 = 8 percent

CMTS shipments’ decline versus 2Q07 = 4 percent

CMTS shipments’ growth versus 3Q06 = 0 percent

Alcatel-Lucent shipped 8 million DSL ports (36 percent market share on a rolling 4-quarter basis), followed by Huawei (20 percent), ZTE (10 percent), Ericsson (7 percent), Nokia Siemens Networks (7 percent), and UTStarcom (4 percent).

In the CMTS market, Cisco remained the dominant vendor with 48 percent rolling 4Q market share, followed by Arris (33 percent), Motorola (14 percent), and BigBand (3 percent). In North America, Arris took the lead in single-quarter market share.