The global carrier router and switch market (IP edge and core routers and carrier Ethernet switches) totaled $3.6 billion in 3Q13, an increase of 7% from the year-ago 3rd quarter, according to a new report from Infonetics Research.
The third quarter is normally slow for the carrier router/switch market, so a 10% sequential drop isn’t overwhelmingly bad, especially with the expectation of a good 4Q13 and an improving year-over-year outlook,” says Michael Howard, principal analyst for carrier networks and co-founder of Infonetics Research. “All three main IP router/switch categories – edge routers, core routers, and carrier Ethernet switches (CES) – are up from a year ago.”
Some additional highlights:
- Sequential dips by Huawei and ZTE pulled Asia Pacific down in 3Q13, but Infonetics looks for the usual up-down pattern in the region to continue, giving rise to a strong 4Q13.
- Though Europe/EMEA declined 10% in 3Q13 from 2Q13, European service providers are expected to carry out a decent budget flush in the 4th quarter.
- Cisco maintains its lead with 38%, Alcatel-Lucent regains 2nd place, Juniper holds #3, while Huawei drops to #4 on the 3Q13 global router/CES revenue share leaderboard.
- Infonetics forecasts the service provider router and switch market to grow at a 7% CAGR from 2012 to 2017, when it will reach $20.2 billion.
http://www.infonetics.com/pr/2013/3Q13-Service-Provider-Routers-Switches-Market-Highlights.asp