Alcatel maintains DSL supply lead

Alcatel maintained its grip on the top spot among DSL vendors, shipping 3.1 million lines during the second quarter and maintaining its overall market share at 37.6% , according to a report from the Dell’Oro Group.

Alcatel, which is the primary supplier to Verizon, SBC and BellSouth and is starting to supply some equipment for Qwest, saw its revenue from DSL jump 43% year over year, according to the report. Siemens also saw a significant jump in revenue, increasing 59%. Siemens, which owns Efficient Networks, is the second leading supplier, followed by UTStarcom.

However, according to a report from Synergy Research Group, UTStarcom actually was the second largest DSL port provider in the second quarter, shipping 796,000 ports. Sumitomo, which shipped 746,000 ports, was third followed by Siemens, which shipped 719,000 ports, according to Synergy. Siemens also showed a significant jump, according to the Synergy report, leaping 165% from the first quarter. Alcatel, though shipping the most ports, showed an increase of 14% from the first quarter.

Those increases track with an overall leap in both cable modem and DSL access concentrator shipments. The report, which tracked both, said worldwide shipments increased 21% quarter over quarter to over 8 million in the second quarter. The largest increases came from Asia, Europe and Latin America.

The Asian market in particular has been heating up for DSL with numerous vendors making significant contract announcements—sometimes with the same carrier. However, most of those deals won’t begin shipping in volume for at least another quarter.

UTStarcom, for instance, recently announced a deal to provide China Netcom with 200,000 lines of its AN-2000 IP-based DSLAMs. That’s on top of the 200,000-plus lines of UTStarcom equipment that the carrier already has deployed.

China Netcom this week also signed a deal with Alcatel to provide more than 400,000 lines of its 7300 DSLAMs as well as its 5523 element management system.