Revenues rebounded in the Worldwide Carrier Routing & Switching markets, increasing 7.7% sequentially and growing 14.3% year over year, according to ACG Research. The Total Worldwide Carrier Routing & Switching market grew revenue to $ 2.95B in Q2/11. Core Routing revenues were up 2.7% q/q and up 12.4% y/y. Edge Routing and Switching revenues were up 9.2% q/q and up 14.8% y/y.
With 50.8% of the total market share, Cisco, the market leader, is rapidly moving on its next-generation switching and routing products across the entire fixed and modular switching segments. Juniper holds the number two spot with 19.9% and continues to gain traction with its strategy of capitalizing on mobile, Internet and cloud computing and solutions portfolio. Alcatel-Lucent, which is benefiting from the market momentum for 100G IP/optical as well as providers replacing and leveraging 100GE and IPv6 transition technologies has 17.9% of the total market share.
According to Ray Mota, managing partner, ?Economic growth remains sluggish but positive. Our current economic implosion is not a repeat of 2008 because there are major differences in some of the economic indicators such as labor and profit growth. In the second half of the year we anticipate 7 to 10% growth in the router market. We are seeing carriers invest in mobile and investigate what services they can add to increase ARPU. We are also seeing them accelerate service creation while optimizing operational readiness with simplicity through out the network.?
Vendor.............................Rank.....................Market Share ($ )..............Q-Q MS Point +/-
Cisco................................1...........................50.8%.................................0.7
Juniper..............................2...........................19.9%...............................(1.3)
Alcatel-Lucent..................3...........................17.9%.................................1.9
Tellabs............................. 4...........................3.2%.................................(0.7)
Huawei.............................5............................2.7%..................................(0.2)
QUARTERLY TREND and DRIVER HIGHLIGHTS
Increasingly, there is linkage between video assets and monetization assets with IP CapEx????spend. Router decisions are not being made just on capability but also on other features such as CDN offering, intelligent distributed video caching, secure content publishing system and policy control.
The market is seeing significant activity to replace legacy BRAS equipment with next-gen????broadband gateway (BNG). SPs are replacing their infrastructure with video-centric, high-capacity, multiservice edge routers that can migrate to IPV6 and also provide the full BRAS and forward looking BNG features.
Despite a weak economy, carriers are investing in mobile and investigating what services they can add to increase ARPU.
Mobile Internet and cloud trends continue to drive infrastructure demand.
ACG focuses on providing market analysis and consulting to help service providers and vendors monetize their existing infrastructures and increase operational efficiency and profitability. ACG is uniquely qualified to develop the TCO analysis and white paper. ACG applies multi-disciplinary expertise and multidimensional solutions to complex business and technology issues, delivering greater strategic value than a one-dimensional firm. Each consulting engagement is uniquely structured ? no forced methodologies or canned reports are employed. Our consultants? collective experience is derived from leading firms across a broad spectrum of professional disciplines including management consulting, engineering, marketing, financial analysis, and IT management and operations. We combine advanced academic degrees with practical business experience.
ACG has extensive experience assisting vendors and service providers define and execute their marketing programs from determining their value proposition, positioning and messaging; to prioritizing marketing programs; to supporting execution by designing seminar series and developing and delivering compelling content such as keynote presentations, sales and analyst presentations, white papers, videos and articles.
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