Tuesday, May 25, 2010

Infonetics: Cisco's Q1 Boost in IP Core and Edge Router

Cisco's service provider IP core and edge router revenue rose by 6% in the first quarter of 2010 compared to the previous quarter, and up 33% compared to the first quarter of 2009, according to a new report from Infonetics Research. Meanwhile, other vendors reported declines in Q1 due to supply constraints.

Some highlights:

  • Combined worldwide revenue from service provider IP edge routers, IP core routers, carrier Ethernet switches, and multiservice ATM switches declined 5% in the first quarter of 2010 from the previous quarter, to $2.95 billion, in what is typically a down quarter for this market

  • Year-over-year (1Q09 vs. 1Q10), the overall market is up 14%

  • The North American carrier router and switch market actually gained a bit in 1Q10, with manufacturer revenue up 1.5%, on the heels of an 18% gain in 4Q09

  • Compared to this time last year, the service provider switch and router market in North America is up 29%

  • Carrier Ethernet switch revenue was up 8% in 1Q10 from 4Q09, and is up 22% year-over-year (from 1Q09)

The report provides worldwide and regional market share, market size, forecasts through 2014, and analysis for IP core routers, IP edge routers, carrier Ethernet switches (CES), and multiservice ATM switches. The report also tracks IP edge routers and CES by application (multiservice edge, BRAS, Ethernet access transport, and Ethernet services edge), as well as port count and port revenue detail for Ethernet ports (10M/100M, 1G, 10G, 40G, 100G), ATM/frame relay/PPP ports, POS/ATM/WDM ports, and other ports (FDDI, serial, analog, etc.).