Infonetics: Carrier Router/Switch Market Roars Back in 2Q13; Europe Gains, Too

CAMPBELL, Calif.--(BUSINESS WIRE)--Market research firm Infonetics Research released vendor market share and preliminary analysis from its 2^nd quarter 2013 (2Q13) Service Provider Routers and Switches report.

ANALYST NOTE

“The 2^nd quarter is usually up for carrier routers and switches, but this one is exceptional given the sluggishness of the past few years. Every major geographical region except Japan notched double-digit sequential growth and, more important, gained from the year-ago quarter,” reports Michael Howard, principal analyst for carrier networks and co-founder of Infonetics Research.

“In Asia Pacific, carrier router and switch revenue jumped 45% from the previous quarter thanks in large part to Huawei’s and ZTE’s stellar performance,” Howard adds. “And even recent laggard Europe/EMEA gained nicely, possibly signaling a pitch forward.”

2Q13 CARRIER ROUTER AND SWITCH MARKET HIGHLIGHTS

• Globally, service provider router and switch revenue is up 27% in 2Q13 from 1Q13, to $4 billion, showing that service providers are ready to spend after holding back in the previous quarter
• In the overall carrier router and switch market, Huawei gained 4 market share points in 2Q13, rising back into the #2 spot behind leader Cisco
• IP edge (edge routers and carrier Ethernet switches) revenue grew 30% sequentially in 2Q13, attributable in part to an uptick in the move to 100GE on routers and 100G in optical transport
  • Meanwhile, core routers grew the slowest quarter-over-quarter
• Alcatel-Lucent, Cisco, Huawei and Juniper together account for about 90% of total router (edge and core) revenue in 2Q13
• Over the past 2 years (4-quarter rolling average), Huawei gained the most edge and core router market share points of any vendor, up 5.6 points

REPORT SYNOPSIS

Infonetics’ quarterly router and switch report provides worldwide, regional, China, and Japan market share, market size, forecasts through 2017 and analysis for IP edge and core routers, carrier Ethernet switches, and the IP edge market by application. Vendors tracked: Alaxala, Alcatel-Lucent, Brocade, Ciena, Cisco, Ericsson, Fujitsu, Hitachi, Huawei, Juniper, NEC, Tellabs, ZTE, others. To buy the report, contact Infonetics: http://www.infonetics.com/contact.asp.

RELATED RESEARCH

• Infonetics’ August Carrier Routing, Switching, Ethernet research brief: http://bit.ly/14njBxy
• Tight race between Huawei, Ericsson, Cisco at top of Infonetics telecom vendor scorecard
• Service providers and enterprises to spend $1 trillion on telecom and datacom over 5 years
• Operators reveal where in their networks they plan to deploy SDN and NFV first
• Ethernet and IP MPLS VPN service providers set to make $374 billion over next 5 years
• Carrier Ethernet market to top $39B by 2017
• Investment in copper Ethernet access devices (EADs) challenges claim that copper is 'dead'
• 10G, 40G, 100G network port shipments up 62% in 2012, revenue to double by 2017

UPCOMING MARKET FORECASTS & SURVEYS

Download Infonetics’ market research brochure, publication calendar, events brochure, report highlights, tables of contents and more at http://www.infonetics.com/login.

• Service Provider Routers and Switches – 2Q13 (Full report: Aug. 23)
• Ethernet Access Devices (Sept.)
• 1G/10G/40G/100G Networking Ports (Oct.)
• Macrocell Mobile Backhaul Equipment and Services (Oct.)
• Service Provider Routers and Switches – 3Q13 (Full report: Nov. 26)
• Core and Edge Router/CES Vendor Leadership: Global Service Provider Survey (Fall)
• Mobile and CDN Routing Strategies: Global Service Provider Survey (Fall)
• Mobile Backhaul Wireline Equipment Vendor Leadership: Service Provider Survey (Fall)
• Small Cell and LTE Backhaul Strategies: Global Service Provider Survey (Fall)

INFONETICS WEBINARS

Visit https://www.infonetics.com/infonetics-events to register for upcoming webinars, view recent webinars on demand or learn about sponsoring a webinar.

• SDNs and NFV: Why Operators Are Investing Now (View on demand)
• Small Cells Reality Check (Sept. 10: Learn more / register)
• The OTN Expansion: The Next Carrier Upgrade Cycle (Sept. 17: Learn more / register)
• SMS/MMS Security Strategies for Mobile Carriers (Sept. 19: Learn more / register)

TO BUY REPORTS, CONTACT:

N. America (West), Asia Pacific: Larry Howard, [e-mail], [phone]

N. America (East), Midwest, L. America: Scott Coyne, [e-mail], [phone]

EMEA, India, Singapore: George Stojsavljevic, [e-mail], [phone]

Japan, South Korea, China, Taiwan: http://www.infonetics.com/contact.asp

ABOUT INFONETICS

Infonetics Research (www.infonetics.com) is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize and compete effectively. View Infonetics’ About Us slides at http://bit.ly/QUrbrV.