Telecom Lead India: Cisco, Alcatel-Lucent, Huawei,
Juniper and ZTE are the top 5 vendors in global service provider router and
switch market in first quarter of 2012.
In Q4 2011, top 5 vendors were Cisco, Huawei,
Alcatel-Lucent, ZTE and Juniper.
In the first quarter of 2012, Cisco, Juniper, and Huawei
together took 96 percent of core router revenue.
Cisco, Alcatel-Lucent, and Juniper gained IP Edge market
share. Cisco increased its share from about 31 percent to about 39 percent
q-o-q.
Infonetics Research said Cisco has the biggest installed
base of routers at both operators and enterprises.
Infonetics Research forecast that Alcatel-Lucent, which
just entered the core router market, will shake up the vendor market share
landscape.
Service provider routers and switches are the second
largest telecom market segment in 2011 total revenue (~$14.5 billion) after
mobile RAN spending ($30+ billion).
The service provider router and switch market includes IP
edge routers, IP core routers, and carrier Ethernet switches (CES). It
sequentially decreased 14 percent to $3.3 billion in the first quarter of 2012.
From the year-ago first quarter, the market is down 1 percent.
The best way to look at the carrier router and switch
market is to analyze the ‘IP Edge,’ the sum of edge routers and carrier
Ethernet switches, since routers can switch and switches can route, and many
are deployed both ways,” said Michael Howard, Infonetics Research’s co-founder
and principal analyst for carrier networks.
The North American market was up 27 percent q-o-q and up
9 percent from the year-ago first quarter.
