VoIP subscriber lines equipment market grows 78% Q/Q
In 3Q07, vendors shipped a total of about 7.3 million VoIP Subscriber Feature Server licenses for deployment in service provider networks, generating $131.5 million in revenue. The number of lines is up by a massive 78% Q-o-Q. And it is all due to high VoBB activity in Europe and among Cable MSOs in North America. In Asia-Pacific VoBB growth is still confined to Japan mostly.
This high growth in subscriber lines equipment defies the otherwise slow overall carrier VoIP equipment growth, and further indicates that the VoBB option among various edge packetization options is growing much faster in the voice world as compared to other options such as the switch augmentation or upgrades to the legacy TDM switches.
On the other hand the results also point at the volatility in VoBB equipment demand. This segment of VoIP market has not really settled yet. Overall revenues and shipments remain unpredictable which is the reason for delayed IPOs for some of the players involved.
In 3Q07, Nokia Siemens Networks (NSN) led the VoIP subscriber lines equipment market on a worldwide basis with a market share of 19.5 percent. That lead is followed by Italtel at number 2 and Cisco at number 3 worldwide.
Within the 7.3m VoIP subscriber licenses sold during 3Q07, business centrex lines account for over 0.7 million. The remaining 6.6 million were mainly deployed for residential VoBB or switch replacement.
Please note that iLocus does not track IP upgrades to TDM ports. We only track pure VoIP deployments which in the context of Class 5 NGN includes VoIP hosted telephony implementations (such as hosted PBX and VoBB), new Greenfield VoIP deployments, complete replacement of legacy switches with VoIP, and extension of existing legacy networks with VoIP equipment in new geographies.
