Market Corner N53 (2)
[ VOIP: four new studies on the IP Telephony Carrier Equipment market.
One from DellOro is reporting 2004 revenues of $1.6bn, up 26%. 3.5m ports were shipped in 4Q04. Nortel, Sonus and Tekelec are leaders.
The second from Infonetics Research found 2004 revenues of $ 1.7bn, up 36%. The regional breakdown is: 48% NA, 28% APAC, 19% EMEA, 5% CALA. Infonetics forecast a $5.9bn market with 17.4m NA users in 2008, from current 1.1m residential/SOHO NA users.
The third study, from Forrester found only 13% of consumers interested in VOIP.
The fourth study, from Pollara, suggests that only 9% of Canadian Internet users would buy VOIP service if it is priced at $20 per month.
Those four studies are relatively coherent in their outputs. Current situation seem effectively c.a. $1.6bn in worldwide revenues and NA subscribers are about 1.1m, half of them being MSO customers. In 3 years, 10%-15% of NA households could use VOIP.
So, in spite of a lot of current optimism on VOIP, numbers suggest that VOIP will not be a tsunami, and will take years to supplant good old TDM technology.