NEW DELHI, INDIA: Research firm Ovum has posted its analysis of global first-quarter 2008 service provider switching and routing equipment sales. Sales in 1Q08 grew to $3.1 billion overall, a 25% increase compared to the year-ago quarter.
“There were no significant market share movements in 1Q08,” said Mark Seery, Vice President, Switching and Routing at Ovum. “Alcatel-Lucent returned to 2Q07 revenue levels, Juniper continued its recent growth, Redback returned to 1Q07 revenue levels, Alaxala showed some good growth off a small base, and Tellabs was steady. Huawei remains solidly in fourth position.”
1Q08 highlights for technology-focused market segments:
IP/MPLS core = $747 million, up 43% versus 1Q07
IP/MPLS edge = $1,527 million, up 37% versus 1Q07
IP/Ethernet = $604 million, up 17% versus 1Q07
ATM = $213 million, down 34% versus 1Q07
1Q08 highlights for application-focused market segments:
IP transport and services = $1,581 million, up 40% versus 1Q07
Ethernet transport and services = $1,173 million, up 28% versus 1Q07
BRAS = $197 million, down 25% versus 1Q07
1Q08 market share positions (rolling 4Q):
IP/MPLS total: Cisco (51%), Juniper (20%)
IP/MPLS core: Cisco (57%), Juniper (31%)
IP/MPLS edge: Cisco (48%), Alcatel-Lucent (19%), Juniper (15%)
IP transport and services: Cisco (48%), Juniper (25%)
Ethernet transport and services: Cisco (58%), Alcatel-Lucent (15%)
BRAS: Cisco (35%), Juniper (30%), Redback (25%)