Infonetics Research has released excerpts from its first quarter 2011 Service Provider Routers and Switches preliminary vendor market share report.
According to the report, the global service provider router and switch market, including IP edge routers, core routers, and carrier Ethernet switches, totaled $3.2 billion in 1Q11, down 14.7% from the previous quarter, up 10.4% from the year-ago quarter.
In the IP edge router and carrier Ethernet switch market, which represents about 3/4 of the total market:
– Cisco gained 1.3 revenue share percentage points sequentially in 1Q11 to 34.6%, and is down 8.5 percentage points year-over-year;
– Alcatel-Lucent dropped a few percentage points in 1Q11, maintaining 2nd position; they are up 3.1 percentage points year-over-year;
– Juniper’s revenue is up both quarter-over-quarter (+2.5 points) and year-over-year (+3 points), and holds the #3 spot;
– Huawei is down a couple points sequentially and up a tad year-over-year.
“Although carrier router and switch revenue was down sequentially in Q1 (as it usually is in the first quarter), the market is up year-over-year, and the last three quarters represent the three all-time highest-revenue quarters ever, a good sign that the market is back on track,” said Michael Howard, co-founder and principal analyst for carrier networks at Infonetics Research.
In 1Q11, Infonetics made adjustments to how it tracks the carrier router and switch market, which moved some edge router revenue to the carrier Ethernet switch segment (principally for Alcatel-Lucent, Tellabs, and Juniper), both in current and historic data for accurate comparisons over time; these adjustments affected some vendor share standings.