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| China Q2: 5.81M, Not 5.5M |
| Tuesday, 03 August 2010 12:06 |
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The 5.5M estimate in the last DSL Prime was based on April and May. Lee Ratliff of iSuppli writes the June numbers are in and a strong month raised the actual Chinese total to 5.81M.
Lee raised his 2014 estimate to 223M because "2009 and the first half of 2010 have been white hot. There's a new trajectory on the curve." He remains concerned about the potential of a melt-down in China’s economy, but notes that kind of thing is almost impossible to forecast. Both he and I would very much appreciate data about the rapidly expanding cable industry in China. It's moving to digital, starting to add modems, and I expect it will be a powerful incentive for all companies to invest more and grow. |