Slowdown for PC Card and Combo Cards is partially a factor of overall PC shipment slowdown as well as cannibalization from Mini-PCI form factors. 4Q 2000 exhibited major transitions in the analog modem market as US Robotics replaced 3Com as the dominant player after 3Com released the analog-only products to US Robotics. ADSL CPE shipment degradation was much less severe quarter to quarter as compared to cable modem shipments. This is the first quarter since cable modems were released that shipment levels fell. The decline in cable modem shipments was largely a result of the high inventory levels held by MSOs.
Market share is provided for unit shipments and revenue by technologies and form factors.
The report includes three quarter forecasts for worldwide analog and digital modem shipments.