通信用電源の世界市場の分析：第 8 版

Topics Covered include:

• COMMUNICATIONS POWER MARKET CHARACTERISTICS, DRIVERS AND TRENDS
• WORLDWIDE MARKET FORECASTS (Units, dollars and pricing trends)
• NORTH AMERICA MARKET FORECASTS
• EUROPE MARKET FORECASTS
• ASIA (EXCLUDING CHINA) MARKET FORECASTS
• CHINA MARKET FORECASTS
• CENTRAL AND LATIN AMERICA MARKET FORECASTS
• REST OF WORLD MARKET FORECASTS
• COMPETITIVE ENVIRONMENT

The 202-page Eighth Edition update to "Global Communications Power: Market Forecasts, Economic Trends and Competitive Environment," is the industrys leading analysis of this critical marketplace. This detailed analysis focuses on the diverse factors that are driving the continuing recovery in this global industry.

Expanded coverage in the Eighth Edition includes an analysis of the growing demand for Engineering and Installation (E&I) services. This is the second "step function change" in demand for E&I services. It is expected to have a significant impact on the competitive environment in the Global Communications Power industry. Expanded analysis includes E&I forecasts by region. At the same time, there is growing demand for Emerging Energy Storage technologies that are beginning to replace traditional VRLA and Flooded batteries. The Eighth Edition contains a detailed discussion of NiCd, NiMH, Lithium, Fuel Cells, Microturbines and Flywheels that are all finding use in Communications Power.

The telecommunications infrastructure industry is still in flux. After enduring several years of declining sales, equipment vendors have sought new markets and new business models to maintain and increase sales of power systems. Early strategies included focusing on replacement sales (for batteries, in particular) instead of new installations. Wireless applications provided the best opportunities for new equipment sales. More recently, companies are providing differentiated "bundled services," which are still expected to drive the telecom sector in 2005.

This in-depth analysis provides detailed dollar, unit and pricing forecasts of the anticipated market growth across regions and equipment segments. The all new forecasts and business analysis contained in this update include: Over 40 forecasts broken out by Power System Size (Micro, Small, Medium, Large, CO-Class) and Applications (Wireline, Wireless, CATV). Power System forecasts are further broken down by Rectifiers, Batteries and Other system elements. Detailed graphs illustrate year-to-year growth rates (recovery trajectories); and regional growth rates (Asia, Europe, Central and Latin America, China, North America, and ROW).

Definition

The fundamental purpose of this study is to provide the information and analysis necessary to make strategic decisions about the sales potential and future demand characteristics for the communications power system market. Communications power systems, as discussed in this report, include a variety of equipment: rectifiers, batteries and other related power components, such as ac distribution, dc-dc converters, inverters, monitoring modules and dc distribution. Installation services and engineering services are defined relative to the power system portion of the installation and engineering. For installation, this would include assembling and testing the system. Engineering services includes analyzing power needs and network protection. E&I does not include CATV services. In addition to dc power systems, 60/90Vac power supply systems consisting of uninterruptible power supplies (UPSs) and batteries used in CATV networks are also included. This study is designed to help companies improve their current market understanding, as well as anticipate and plan for future trends. In addition to determining the potential market size and growth, this report also profiles the key competitors in the communications power supply market.

Scope

This report encompasses the following areas:

(1) Estimates for the potential worldwide market for communications dc power systems in units, dollars and pricing from 2005 to 2010, broken down by application and power system. Estimates for the potential worldwide market for CATV 60/90Vac power supply systems in units, dollars and pricing. Geographical regions include Worldwide sales trends, along with trends for six regional segments: North America, Europe, Asia, Central and Latin America (CALA), China, and Rest of World (ROW).

(2) Market forecasts are given for the following application segments: Wireline, Wireless, and CATV. Power system forecasts include: Micro Power System (up to 75 amps), Small Power System (76-200 amps), Medium Power System (201-1,200 amps), Large Power System (1,201-2,400 amps), and CO-Class Power System (>2,400 amps). Each of these systems is further broken out by Rectifiers, Batteries and "Other." Other includes related power components, such as ac distribution, dc-dc converters, inverters, monitoring modules and dc distribution. Separate forecasts are done for 60/90Vac power supply systems used in CATV outdoor plants or cabinets.

(3) Estimates for the potential worldwide market for Engineering Services and Installation Services in dollars from 2005 to 2010. Geographical regions include Worldwide revenue, along with trends for six regional segments: North America, Europe, Asia, Central and Latin America (CALA), China, and Rest of World (ROW).

(4) Discussion of economic trends, business conditions and market drivers for the communications power system market, including market characteristics and growth opportunities, power system market segmentation, changing business models, and potential threats to existing communications power supply technologies.

(5) Provides a detailed competitive analysis, including market share, competitor profiles, and recent developments in the industry.

Methodology

Primary and secondary research was conducted of both makers and end-users of communications power systems and subsystems. In addition, communications power system integrators and equipment makers were polled to help determine industry trends and growth rates. The research was in no way limited to companies in North America, with the implicit understanding that a significant portion of the systems produced by the major OEMs are shipped outside of their region.

The detailed methodology proceeded as follows:

(1) A series of telephone, fax and e-mail interviews were conducted by Darnell Group with a select group of vendors and power system users/specifiers. During interviews, a checklist was used to make sure that no points were overlooked. The primary research efforts were directed to major users of the various types of communications power systems. The use of multiple primary data sources (e.g., end-equipment makers and communications power suppliers) enabled cross-validation and ensured the highest possible database quality and reliability.

(2) To develop and confirm the engineering and installation service forecasts, two surveys were prepared and sent to 60 companies who offer telecommunications equipment installation and engineering services. One survey was sent to "dedicated" installation and engineering services companies (i.e. companies who focus solely on this service); while the second survey was sent to companies who also sell equipment or offer other services. The surveys were brief and sent to each survey participant via email and fax. From this group, 14 surveys were returned representing both initial groups. These were followed up with a series of phone interviews. During interviews, a checklist was used to make sure that no points were overlooked. The use of additional multiple primary data sources (e.g., end-equipment makers and communications power suppliers) enabled cross-validation and ensured the highest possible database quality and reliability. The responses provided were deemed to be complete and believed to be accurate, partly based on the high percentage of respondents providing consistent data. Also, there were many primary sources consulted for specific information outside of the questionnaire participants. The information collected from these additional respondents was integrated into several sections of the report.

(3) The primary data collected in the survey was supplemented by secondary data gathered from a variety of published sources including previous industry studies, trade journals, proceedings from related trade conferences, annual reports, 10ks, product literature, advertising, industry web pages, newspapers and periodicals, previous reports, related work performed by the Darnell group and a variety of other sources.

CHAPTER I - INTRODUCTION

Introduction 12

CHAPTER II - PURPOSE, SCOPE & METHODOLOGY

Purpose 14

Scope 14

Methodology. 15

Correlation and Analysis 16

CHAPTER III - EXECUTIVE SUMMARY

Communications Market Characteristics, Drivers and Trends 17

Worldwide Market Forecasts 20

North America & Europe Market Forecasts 22

Asia & China Market Forecasts 24

Central and Latin America & Rest of World Market Forecasts 27

Competitive Environment 28

CHAPTER IV - COMMUNICATIONS POWER MARKET CHARACTERISTICS, DRIVERS AND TRENDS

Introduction 34

Economic Recovery 34

Trends in Power Systems. 37

Shifting Market Penetration Rates 38

Impact of Broadband Technologies on Traditional Telecom40

Alternative Battery Chemistries and Affect on Business Models 43

Engineering and Installation Services 46

Service Offerings and Battery Suppliers 53

CHAPTER V - WORLDWIDE MARKET FORECASTS

Introduction 56

Regional Market Share 56

Application Forecasts 59

Power System Forecasts 62

60/90Vac Power Supply Forecasts 67

Engineering and Installation Service Forecasts 70

CHAPTER VI - NORTH AMERICA & EUROPE MARKET FORECASTS NORTH AMERICA 74

Introduction 74

Application Forecasts 74

Power System Forecasts 77

60/90Vac Power Supply Forecasts 80

Engineering and Installation Service Forecasts 82

EUROPE 84

Introduction 84

Application Forecasts 84

Power System Forecasts 86

60/90Vac Power Supply Forecasts 89

Engineering and Installation Service Forecasts 90

CHAPTER VII - ASIA & CHINA MARKET FORECASTS

ASIA 93

Introduction 93

Application Forecasts 93

Power System Forecasts 96

60/90Vac Power Supply Forecasts 100

Engineering and Installation Service Forecasts 101

CHINA 103

Introduction 103

Application Forecasts 103

Power System Forecasts 106

60/90Vac Power Supply Forecasts 110

Engineering and Installation Service Forecasts 111

CHAPTER VIII - CENTRAL AND LATIN AMERICA & REST OF WORLD MARKET FORECASTS

CALA 114

Introduction 114

Application Forecasts 114

Power System Forecasts 116

60/90Vac Power Supply Forecasts 119

Engineering and Installation Service Forecasts 120

ROW 123

Introduction 123

Application Forecasts 123

Power System Forecasts 125

60/90Vac Power Supply Forecasts 129

CHAPTER IX - COMPETITIVE ENVIRONMENT

Introduction 132

Power System Company Market Share 133

Worldwide 134

Europe 134

North America 134

Asia (excluding China)135

China 135

CALA 142

Engineering and Installation Service Market Share 143

Worldwide 143

Europe 143

North America 143

Asia (excluding China)143

China 143

CALA 143

Profiles of Leading Power System & Battery Suppliers 151

Alcatel 151

Alpha Technologies 153

Argus Technologies 155

Benning 156

C&D Technologies, Inc 157

Cherokee International, LLC. 160

Delta Electronics Inc 162

Douglas Battery Manufacturing Co 164

Eaton Corp. (Powerware, formerly of Invensys)165

Eltek Energy A.S 167

Emerson Network Power Energy Systems 168

EnerSys Inc 170

Exide Technologies 172

FIAMM S.p.A174

Japan Storage Battery Co 175

Magnetek Inc176

Matsushita Battery Industrial Co178

Oerlikon Stationary Batteries Ltd 179

Peco II 180

Power-One Inc182

Saft 183

Shindengen Electric Mfg. Co., Ltd 185

Transistor Devices Inc 186

Tyco Electronics Power Systems 188

Valere Power189

ZTE Corp 191

Profiles of Leading Engineering & Installation Service Providers194

ADC Telecommunications 194

A&R Telecom194

Black & Veatch Corp 195

Byers Engineering Co 196

Compower Systems 196

Henkels & McCoy Inc 197

Martin Group Inc 197

NorthStar Communications Group 198

APPENDIX A - GLOSSARY

Glossary 199

APPENDIX B - POWER SYSTEM DEFINITIONS

Power System Definitions 206

List:

CHAPTER III - EXECUTIVE SUMMARY

Graphs

Graph III-1 - Worldwide Communications Power Supply Market, Power

Systems and E&I Services (year-to-year dollar growth rates)30

Graph III-2 - Worldwide Communications Power Supply Market, Power

Systems (excluding 60/90Vac power supplies), Regional Dollar Market Share (percentage). 31

Graph III-3 - Worldwide Communications Power Supply Market, By Power System (millions of $) 32

Graph III-4 - Worldwide Communications Power Systems Market, By Engineering & Installation Services (millions of $) 33

CHAPTER IV - COMMUNICATIONS POWER SYSTEM MARKET CHARACTERISTICS, DRIVERS AND TRENDS

Graphs

Graph IV-1 - Worldwide Communications Power Supply Market, Power Systems and E&I Services (year-to-year dollar growth rates)47

Graph IV-2 - Worldwide Communications Power Supply Market, Power Systems and E&I Services (dollar market share) 48

Graph IV-3 - Worldwide Communications Power Supply Market, Power Systems and E&I Services (regional 5-year dollar growth rates) 49

CHAPTER V - WORLDWIDE MARKET FORECASTS

Tables

Table V-1 - Worldwide Communications Power Supply Market, Regional

Market Share, Power Systems (excluding 60V/90V power supplies) (percentage). 57

Table V-2 - Worldwide Communications Power Supply Market, By Application (millions of $) 59

Table V-3 - Worldwide Communications Power Supply Market, By Application (thousands of units) 60

Table V-4 - Worldwide Communications Power Supply Market, By Power System (thousands of units) 63

Table V-5 - Worldwide Communications Power Supply Market, By Power System ($/unit)63

Table V-6 - Worldwide Communications Power Supply Market, By Power System (millions of $) 66

Table V-7 - Worldwide Communications Power Supply Market, 60/90Vac Power Supply (millions of $) 67

Table V-8 - Worldwide Communications Power Supply Market, 60/90Vac Power Supply (thousands of units) 69

Table V-9 - Worldwide Communications Power Supply Market, 60/90Vac Power Supply ($/unit) 70

Table V-10 - Worldwide Communications Power Systems Market, By Engineering & Installation Services (millions of $) 72

Table V-11 - Worldwide Communications Power Systems Market, 60/90Vac Power Supply, By Engineering & Installation Services (millions of $). 73

Graphs

Graph V-1 - Worldwide Communications Power Supply Market, Power Systems (excluding 60/90V power supplies), Regional Dollar Market Share (percentage). 58

Graph V-2 - Worldwide Communications Power Supply Market, by Application (thousands of units) 61

Graph V-3 - Worldwide Communications Power Supply Market, By Power System (millions of $) 65

Graph V-4 - Worldwide Communications Power Supply Market, 60/90Vac Power Supply (thousands of units) 68

Graph V-5 - Worldwide Communications Power Systems Market, By Engineering & Installation Services (millions of $) 71

CHAPTER VI - NORTH AMERICA & EUROPE MARKET FORECASTS

Tables

Table VI-1 - North America Communications Power Supply Market, By Application (millions of $) 75

Table VI-2 - North America Communications Power Supply Market, By Application (thousands of units)75

Table VI-3 - North America Communications Power Supply Market, By Power System (thousands of units) 77

Table VI-4 - North America Communications Power Supply Market, By Power System ($/unit)79

Table VI-5 - North America Communications Power Supply Market, By Power System (millions of $) 80

Table VI-6 - North America Communications Power Supply Market, 60/90Vac Power Supply (millions of $) 81

Table VI-7 - North America Communications Power Supply Market, 60/90Vac Power Supply (thousands of units) 81

Table VI-8 - North America Communications Power Supply Market, 60/90Vac Power Supply ($/unit) 81

Table VI-9 - North America Communications Power Systems Market, By Engineering & Installation Services (millions of $) 82

Table VI-10 - North America Communications Power Systems Market, 60/90Vac Power Supply, By Engineering & Installation Services (millions of $)82

Table VI-11 - Europe Communications Power Supply Market, By Application (millions of $) 86

Table VI-12 - Europe Communications Power Supply Market, By Application (thousands of units) 86

Table VI-13 - Europe Communications Power Supply Market, By Power System (thousands of units) 87

Table VI-14 - Europe Communications Power Supply Market, By Power System ($/unit)87

Table VI-15 - Europe Communications Power Supply Market, By Power System (millions of $) 89

Table VI-16 - Europe Communications Power Supply Market, 60/90Vac Power Supply (millions of $) 90

Table VI-17 - Europe Communications Power Supply Market, 60/90Vac Power Supply (thousands of units) 90

Table VI-18 - Europe Communications Power Supply Market, 60/90Vac Power Supply ($/unit) 90

Table VI-19 - Europe Communications Power Systems Market, By Engineering & Installation Services (millions of $) 91

Table VI-20 - Europe Communications Power Systems Market, 60/90Vac Power Supply, By Engineering & Installation Services (millions of $). 91

Graphs

Graph VI-1 - North America Communications Power Supply Market, by Application (thousands of units)76

Graph VI-2 - Worldwide & North America Power Supply Markets, By Power System (unit growth rates) 78

Graph VI-3 - North America Communications Power Supply Market, By Engineering & Installation Services (millions of $) 83

Graph VI-4 - Europe Communications Power Supply Market, by Application (thousands of units) 85

Graph VI-5 - Worldwide & Europe Power Supply Markets, By Power System (unit growth rates) 88

Graph VI-6 - Europe Communications Power Supply Market, By Engineering & Installation Services (millions of $) 92

CHAPTER VII - ASIA & CHINA MARKET FORECASTS

Tables

Table VII-1 - Asia Communications Power Supply Market, By Application (millions of $) 94

Table VII-2 - Asia Communications Power Supply Market, By Application (thousands of units) 94

Table VII-3 - Asia Communications Power Supply Market, By Power System (thousands of units) 96

Table VII-4 - Asia Communications Power Supply Market, By Power System ($/unit) 97

Table VII-5 - Asia Communications Power Supply Market, By Power System (millions of $) 98

Table VII-6 - Asia Communications Power Supply Market, 60/90Vac Power Supply (millions of $) 100

Table VII-7 - Asia Communications Power Supply Market, 60/90Vac Power Supply (thousands of units) 100

Table VII-8 - Asia Communications Power Supply Market, 60/90Vac Power Supply ($/unit).100

Table VII-9 - Asia Communications Power Systems Market, By Engineering & Installation Services (millions of $) 101

Table VII-10 - Asia Communications Power Systems Market, 60/90Vac Power Supply, By Engineering & Installation Services (millions of $) 101

Table VII-11 - China Communications Power Supply Market, By Application (millions of $)104

Table VII-12 - China Communications Power Supply Market, By Application (thousands of units) 104

Table VII-13 - China Communications Power Supply Market, By Power System (thousands of units) 106

Table VII-14 - China Communications Power Supply Market, By Power System ($/unit)106

Table VII-15 - China Communications Power Supply Market, By Power System (millions of $) 108

Table VII-16 - China Communications Power Supply Market, 60/90Vac Power Supply (millions of $) 110

Table VII-17 - China Communications Power Supply Market, 60/90Vac Power Supply (thousands of units) 110

Table VII-18 - China Communications Power Supply Market, 60/90Vac Power Supply ($/unit) 110

Table VII-19 - China Communications Power Systems Market, By Engineering & Installation Services (millions of $) 111

Table VII-20 - China Communications Power Systems Market, 60/90Vac Power Supply, By Engineering & Installation Services (millions of $) 112

Graphs

Graph VII-1 - Asia Communications Power Supply Market, by Application (thousands of units) 95

Graph VII-2 - Worldwide & Asia Power Supply Markets, By Power System (unit growth rates) 99

Graph VII-3 - Asia Communications Power Supply Market, By Engineering & Installation Services (millions of $) 102

Graph VII-4 - China Communications Power Supply Market, by Application (thousands of units) 105

Graph VII-5 - Worldwide & China Power Supply Markets, By Power System (unit growth rates) 109

Graph VII-6 - China Communications Power Supply Market, By Engineering & Installation Services (millions of $) 113

CHAPTER VIII - CENTRAL AND LATIN AMERICA & REST OF WORLD MARKET FORECASTS

Tables

Table VIII-1 - CALA Communications Power Supply Market, By Application (millions of $)116

Table VIII-2 - CALA Communications Power Supply Market, By Application (thousands of units) 116

Table VIII-3 - CALA Communications Power Supply Market, By Power System (thousands of units) 117

Table VIII-4 - CALA Communications Power Supply Market, By Power System ($/unit)117

Table VIII-5 - CALA Communications Power Supply Market, By Power System (millions of $) 119

Table VIII-6 - CALA Communications Power Supply Market, 60/90Vac Power Supply (millions of $) 120

Table VIII-7 - CALA Communications Power Supply Market, 60/90Vac Power Supply (thousands of units) 120

Table VIII-8 - CALA Communications Power Supply Market, 60/90Vac Power Supply ($/unit).120

Table VIII-9 - CALA Communications Power Systems Market, By Engineering & Installation Services (millions of $) 121

Table VIII-10 - CALA Communications Power Systems Market, 60/90Vac Power Supply, By Engineering & Installation Services (millions of $) 121

Table VIII-11 - ROW Communications Power Supply Market, By Application (millions of $)123

Table VIII-12 - ROW Communications Power Supply Market, By Application (thousands of units) 125

Table VIII-13 - ROW Communications Power Supply Market, By Power System (thousands of units) 125

Table VIII-14 - ROW Communications Power Supply Market, By Power System ($/unit)126

Table VIII-15 - ROW Communications Power Supply Market, By Power System (millions of $) 128

Table VIII-16 - ROW Communications Power Supply Market, 60/90Vac Power Supply (millions of $) 129

Table VIII-17 - ROW Communications Power Supply Market, 60/90Vac Power Supply (thousands of units) 129

Table VIII-18 - ROW Communications Power Supply Market, 60/90Vac Power Supply ($/unit).129

Table VIII-19 - ROW Communications Power Systems Market, By Engineering & Installation Services (millions of $) 130

Table VIII-20 - ROW Communications Power Systems Market, 60/90Vac Power Supply, By Engineering & Installation Services (millions of $) 130

Graphs

Graph VIII-1 - CALA Communications Power Supply Market, by Application (thousands of units) 115

Graph VIII-2 - Worldwide & CALA Power Supply Markets, By Power System (unit growth rates) 118

Graph VIII-3 - CALA Communications Power Supply Market, By Engineering & Installation Services (millions of $) 122

Graph VIII-4 - ROW Communications Power Supply Market, by Application (thousands of units) 124

Graph VIII-5 - Worldwide & ROW Power Supply Markets, By Power System (unit growth rates) 127

Graph VIII-6 - ROW Communications Power Supply Market, By Engineering & Installation Services (millions of $) 131

CHAPTER IX - COMPETITIVE ENVIRONMENT

Graphs

Graph IX-1 - Power System Company Market Share, by Region - Worldwide (percentage estimates) 136

Graph IX-2 - Power System Company Market Share, by Region - North America (percentage estimates)137

Graph IX-3 - Power System Company Market Share, by Region - Europe (percentage estimates) 138

Graph IX-4 - Power System Company Market Share, by Region - Asia (excluding China (percentage estimates) 139

Graph IX-5 - Power System Company Market Share, by Region - China (percentage estimates) 140

Graph IX-6 - Power System Company Market Share, by Region - CALA (percentage estimates) 141

Graph IX-7 - Engineering & Installation Services Market Share, by Region - Worldwide (percenta