Research: Carrier router and switch market back on track, up 10 percent YoY
CAMPBELL, CA, May 25, 2011—Market research firm Infonetics Research today released excerpts from its first quarter 2011 (1Q11) Service Provider Routers and Switches preliminary vendor market share report.
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Although carrier router and switch revenue was down sequentially in Q1 (as it usually is in the first quarter), the market is up year-over-year, and the last three quarters represent the three all-time highest-revenue quarters ever, a good sign that the market is back on track,” notes Michael Howard, co-founder and principal analyst for carrier networks at Infonetics Research.
SERVICE PROVIDER ROUTERS AND SWITCHES MARKET HIGHLIGHTS
— In 1Q11, Infonetics made adjustments to how it tracks the carrier
router and switch market, which moved some edge router revenue to the
carrier Ethernet switch segment (principally for Alcatel-Lucent,
Tellabs, and Juniper), both in current and historic data for accurate
comparisons over time; these adjustments affected some vendor share
standings
— The global service provider router and switch market, including IP
edge routers, core routers, and carrier Ethernet switches, totaled
$3.2 billion in 1Q11, down 14.7% from the previous quarter, up 10.4%
from the year-ago quarter
— In the IP edge router and carrier Ethernet switch market (the “IP edge
market"), which represents about 3/4 of the total market:
— Cisco gained 1.3 revenue share percentage points sequentially in
1Q11 to 34.6%, and is down 8.5 percentage points year-over-year
— Alcatel-Lucent dropped a few percentage points in 1Q11,
maintaining 2nd position; they are up 3.1 percentage points
year-over-year
— Juniper’s revenue is up both quarter-over-quarter (+2.5 points)
and year-over-year (+3 points), and holds the #3 spot
— Huawei is down a couple points sequentially and up a tad
year-over-year
REPORT SYNOPSIS
Infonetics’ Service Provider Routers and Switches report tracks Alcatel-Lucent, Avici, Brocade, Ciena, Cisco, Ericsson, Extreme, Force10, Fujitsu, Hitachi Cable, Huawei, Juniper, NEC, Nokia Siemens, Nortel, Orckit-Corrigent, Tellabs, ZTE, and others. The report provides worldwide and regional market share, market size, and analysis (final full report with forecasts and analysis will be published by May 26). Equipment tracked: IP core routers, IP edge routers, carrier Ethernet switches (CES)/Ethernet Access Transport (EAT), and multiservice ATM switches; IP edge routers and CES by application (multiservice edge, BRAS, Ethernet access transport, Ethernet services edge), as well as port count and port revenue detail for Ethernet ports (10M/100M, 1G, 10G, 40G, 100G), ATM/frame relay/PPP ports, POS/ATM/WDM ports, and other ports (FDDI, serial, analog, etc.). Regions tracked: Asia Pacific (with breakouts for China, Japan and the rest of Asia), Central and Latin America (CALA), EMEA (Europe, Middle East, Africa), North America, and worldwide.
SALES
— Larry Howard, Vice President: , +1-408-583-3335
— Scott Coyne, Senior Account Director: , +1-408-583-3395
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Infonetics Research is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.