73 mln broadband modems, routers and gateways shipped in 2004
The broadband boom continues: worldwide, revenue for broadband modems, routers, and gateways totaled $4.6 bln in 2004, up 15% from 2003, and units totaled 73 mln, up 74%, according to Infonetics Research. Revenue hit $1.16 bln in Q4 2004, down 7% from Q3 2004, despite unit growth of 17% to 23.3 mln. Unit shipments are projected to soar 191% to almost 200 mln and revenue will grow 28% to $5.6 bln between 2004 and 2008. D-Link leads the overall broadband modem, router, and gateway revenue leaderboard in Q4 2004, just ahead of Thomson; Motorola claims #3, ahead of Cisco-Linksys and Siemens, which are tied for #4. In the broadband gateway segment, Cisco-Linksys is the revenue share leader, D-Link is #2, followed closely by NETGEAR. DSL CPE makes up 48% of total revenue in Q4 2004, cable CPE makes up 17%, broadband gateways 25%, and voice terminal adapters and IP set top boxes make up the remainder; by 2008 this shifts to 59% DSL CPE, 15% cable CPE, 15% gateways, and 11% VTAs and IP STBs. In Q4 2004, 35% of overall revenue is from North America, 33% is from EMEA, 27% is from Asia Pacific, and 5% is from CALA.