Networking major Cisco increased its
overall carrier router and switch revenue in the third quarter of 2011, up 3
percent from the previous quarter to $1.43 billion.
Alcatel-Lucent, Huawei, Juniper and ZTE all
saw double-digit percent declines in their carrier router and switch revenue in
the same period.
Huawei posted the largest sequential drop
in IP edge market share in Q3 2011, from 17.2 percent to 12.3 percent.
The global service provider router and
switch market, which includes IP edge routers, IP core routers, and carrier
Ethernet switches (CES), is down 7.1 percent sequentially to $3.5 billion,
following a 14.3 percent increase the previous quarter.
Year-over-year, the carrier router and
switch market is up 4.5 percent.
In Q3 2011, the IP edge segment (IP edge routers
and CES), is down 6.7 percent sequentially but up 4.3 percent from the year-ago
third quarter.
Top vendors posting gains in the IP edge
segment in Q3 2011 over Q2 2011: Alaxala, Cisco, Ericsson, NEC, and Nokia
Siemens.
Regionally, North America lead the downward
trend in Q3 2011 with the largest decline in carrier router and switch revenue
(-15 percent from Q2 2011), despite all the concerns about the Euro zone — The
EMEA and Asia Pacific regions each posted 6 percent declines, while Central and
Latin America (CALA) is the only region that posted an increase, led by Brazil.
“Of the top five vendors, only Cisco
increased its overall carrier router and switch revenue in the third quarter of
2011, up 3 percent from the previous quarter to $1.43 billion. Since
Alcatel-Lucent, Huawei, Juniper and ZTE all saw double-digit percent declines
in their carrier router and switch revenue in the same period, Cisco rises back
up to over 40 percent market share for the first time this year,” said
Michael Howard, principal analyst for carrier networks at Infonetics Research.
“In the critical IP Edge segment (edge
routers and carrier Ethernet switches), which now makes up 79 percent of the
carrier router and switch market, Cisco expanded its lead to 36.2 percent on
the strength of its recently refreshed carrier Ethernet switch portfolio and
its ASR 9000. Cisco’s share gain is at the expense of its top competitors,
particularly Huawei. With Huawei posting the largest sequential drop in IP edge
market share in Q3 2011, from 17.2 percent to 12.3 percent, Cisco’s IP edge
share now nearly triples Huawei’s,” Howard added.
Market research firm Infonetics Research
analyzes the IP edge router, IP core router, and carrier Ethernet switch (CES)
market segments and the manufacturers within them.
By Telecomlead.com Team
editor@telecomlead.com
