CAMPBELL, CA — (Marketwire) — 08/26/11 — Market research firm today released excerpts from its second quarter 2011 (2Q11) vendor market share report, which tracks IP edge routers, IP core routers, carrier Ethernet switches (CES), and multiservice ATM switches.
“and even continue to take market share from in the critical IP edge segment (the sum of IP edge routers and carrier Ethernet switches). Cisco is actually doing really well, with global IP edge revenue up 12% in the second quarter of 2011, and still commands close to a third of the worldwide market. The problem is that Cisco-s competitors are growing faster: Huawei-s IP edge revenue grew 66% and Alcatel-Lucent-s 22% in 2Q11. Over the last year and a half (1Q10 to 2Q11), Cisco-s IP edge revenue share declined from a high of 41.5% to 32.2%, while its closest competitors gained between 2 and 5 percentage points of share,” notes , principal analyst for carrier networks at .
Howard adds, “Alcatel-Lucent and Huawei have end-to-end portfolio solutions for broadband and mobile networks, and, according to our surveys, many service providers see Juniper and ALU as offering competitive technology at a better price point. Meanwhile, ZTE is growing in the mobile space, particularly mobile backhaul. For these and other reasons, these manufacturers are winning big deals in the IP edge space and gaining on Cisco.”
The total service provider router and switch market is up 14% sequentially to $3.8 billion worldwide
Year-over-year, the carrier router and switch market is up 19%
In 2Q11, the IP edge segment (IP edge routers and carrier Ethernet switches) jumped 15% sequentially and 21% year-over-year (from 2Q10), now making up 78% of the total market
Asia Pacific and North America contributed most of the overall market-s lift in 2Q11; CALA (Central and Latin America) was up slightly and EMEA (Europe, Middle East, Africa) contracted a bit
Infonetics- quarterly report tracks and . The report provides worldwide and regional market share, market size, and analysis for IP edge routers, IP core routers, carrier Ethernet switches (CES), and multiservice ATM switches.
, VP (West NA, APAC, CALA): , +1-408-583-3335
, Sr. Account Dir. (East NA, Texas, Midwest): , +1-408-583-3395
, Sr. Account Dir. (EMEA): , +44-755-488-1623
For related and upcoming research, see CARRIER ROUTING, SWITCHING, AND ETHERNET on Infonetics- portal (), or follow the links below.
is an international market and 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.
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Michael Howard
Co-founder and Principal Analyst, Carrier Networks
Infonetics Research
+1-408-583-3351
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