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Infonetics Research: Cisco / HP battle heats up in Ethernet switch and enterprise router markets

BOSTON, MA — (Marketwire) — 09/21/11 — Market research firm today released excerpts from its second quarter 2011 (2Q11) and market share reports.

“Ethernet switch buyers are in the driver-s seat right now, as vendors are fiercely competing for their business. While the battle is mostly playing out between Cisco and HP, other vendors are caught in the crossfire, with declining being one side effect. In the switch market, we expect this to result in stagnating revenue despite robust demand in 2011,” advises , directing analyst for enterprise networks and video at .

Ethernet switch sales rebounded in 2Q11 from 1Q11, up 6% to $4.4 billion worldwide, but continue their year-over-year slide (down 3% from 2Q10)

Meanwhile, Ethernet switch port shipments are up both sequentially (+8%) and year-over-year (+11%) in 2Q11, reflecting ASP declines due to heavy competition

The 10G segment grew the most, up 19% quarter-over-quarter and 58% year-over-year

Market leaders and had steady revenue market share from 1Q11 to 2Q11, but Cisco-s share is down more than 3 points from a year ago, while HP is up by over 2 points

and outpaced the overall Ethernet switch market with double-digit revenue growth and small gains in revenue share this quarter

Ethernet switch port shipments are up in all major world regions year-over-year, indicating widespread demand for networking products

Enterprise router sales grew 6% sequentially in 2Q11, to $843 million worldwide; unit shipments grew 11%

North America was the top performer in the enterprise router market in 2Q11, lifted by the retail vertical

High-end routers continue to be a bright spot as buyers invest in the network core to deal with rising traffic

Meanwhile, growth in branch routing continues to lag due to a lack of significant business expansion

Vendors with sequential increases in global enterprise router revenue in 2Q11 include (up 3%), (up 26%), (up 14%), and (up 40%)

Infonetics- quarterly tracks . The report provides market size, market share, forecasts, and analysis for fixed configuration and chassis Ethernet switches by port type.

Infonetics- quarterly tracks and . The report provides worldwide and regional market share, market size, forecasts, and analysis for high-end, mid-range, branch, and low-end/SOHO routers, including port detail.

, VP, : +1-408-583-3335

, : +1-408-583-3395

, Account Director, : +44-755-488-1623

, TAK Analytics, : +81-3-6408-5566

Download prospectuses, tables of contents, highlights, etc. at (see ENTERPRISE NETWORKING for 2011 and new 2012 services).

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 effectively.

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Matthias Machowinski
Directing Analyst, Enterprise Networks and Video
Infonetics Research
+1-408-583-3363

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