Dell ‘Oro Group: Double-Digit Growth for Core Router Market Expected in 2014
According to a newly published report by Dell’Oro Group, the trusted source for market information about the networking and telecommunications industries, the Service Provider Core Router market grew by seven percent in the third quarter of 2013 versus the year-ago period. After almost two years of year-over-year declines, this second consecutive quarter of year-over-year growth reflected the increased emphasis service providers have placed on the backbone of their networks.
“All major core routing vendors have recently introduced, or will soon introduce new core routing platforms with significantly increased capacity,” said Alam Tamboli, Business Analyst at Dell’Oro Group. “We expect the confluence of these new products to drive the core router market to double-digit growth for the full-year 2014 as service providers qualify these new products for their networks,” added Tamboli.
Service Provider Core Router Market 3Q13—Top Four Vendors Comprise 98% Share
- #1 Cisco: remained the number-one ranked vendor and has introduced two new core routing platforms during the past six months.
- #2 Juniper: new product offerings gave the company a more complete core router product portfolio and spurred year-over-year growth in the third quarter.
- #3 Huawei: contract wins to provide its new higher capacity router to both domestic Chinese and international service providers drove year-over-year growth.
- #4 Alcatel-Lucent: held fourth place with sales of its first core routing product.
To purchase this report, please call Julie Learmond-Criqui at +1.650.622.9400 x244 or email [email protected]
Related Infonetics report: Carrier router/switch market roars back in 2Q13
Another reference for Router/Switch market: http://www.acgresearch.net/domain-expertise/routingswitching.aspx
FBR’s Scott Thompson thoughts: “Clearly, we are in the beginning stages of a shift in network architecture. The new architecture assists carriers by driving more intelligence and flexibility at the optical layer, which creates substantial savings at the switching and routing layers. As this shift progresses, the optical sector is likely to benefit significantly.”
Thompson predicts a continued decline in SP switch/routing revenues due to this perceived new network architecture.