Infonetics Research just released vendor market share standings and preliminary analysis from its 2nd quarter 2012 (2Q12) Service Provider (SP) Routers and Switches report. Surprisingly, China sales made the quarter positive, where without China it would’ve been negative for total sales of SP routers and switches. But the year over year results were down 9%, according to Infonetics.
“A nearly 50% increase in revenue in China propped up the global service provider router and switch market in the 2nd quarter,” notes Michael Howard, Infonetics Research’s co-founder and principal analyst for carrier networks. “China was the differentiating factor between a positive worldwide quarter and one that otherwise would have been down.”
Mr Howard adds: “While Cisco has long led the global IP edge and core router market by very comfortable margins (and whose share is steady from this time last year), Alcatel-Lucent, Juniper and Huawei have been fighting it out every quarter for the past year-and-a-half for the next three leadership positions. The race tightened considerably in the 1st half of 2012, with Huawei taking the #2 spot in the 2nd quarter.”
SERVICE PROVIDER ROUTER AND SWITCH MARKET HIGHLIGHTS:
- The global service provider router and switch market, including carrier Ethernet switches and IP edge and core routers, grew 4% in 2Q12 from the previous quarter, to $3.5 billion
- From the year-ago 2nd quarter, the overall carrier router and switch market is down 9%, as service providers generally remain cautious, particularly in North America and Europe
- Latin America is the only major world region posting an increase in carrier router and switch revenue on a year-over-year basis (up 57% in 2Q12 over 2Q11)
- ZTE posted especially strong gains in carrier Ethernet switches (CES) in 2Q12, particularly in China where CESs are being used in major mobile backhaul deployments
Infonetics’ quarterly Service Provider Routers and Switches report provides worldwide and regional market share, market size, forecasts, and analysis for IP edge routers, IP core routers, and CES. The report tracks the IP Edge market by application (multiservice edge, broadband remote access server, Ethernet access transport, and Ethernet service edge) and covers Alaxala, Alcatel-Lucent, Brocade, Ciena, Cisco, Ericsson, Extreme, Force10, Fujitsu, Hitachi Cable, Huawei, Juniper, NEC, Nokia Siemens, Orckit-Corrigent, Tellabs, ZTE, and others.
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