Record year ahead for Ethernet switching; enterprise routers up big in US, China, Japan
Boston, MASSACHUSETTS, December 7, 2010-Market research firm Infonetics Research released its third quarter 2010 (3Q10) Enterprise Routers and Ethernet Switches market share and forecast reports
ANALYST NOTE
“Despite the murky economic picture, 2010 is shaping up to be a great year for Ethernet switching, with sales for the year likely reaching the highest level ever, at $18.5 billion, up 29% from 2009. Also, we’re finally seeing the enterprise router market come to life, driven by strong results in North America, China, and Japan. Under-investments in 2009 are taking a toll and driving sales to new heights,” notes Matthias Machowinski, directing analyst for enterprise networking and video at Infonetics Research.
ETHERNET SWITCH MARKET HIGHLIGHTS
Ethernet switch sales grew 3% in 3Q10 over 2Q10 to $4.7 billion, reaching a new quarterly high, surpassing the previous 3Q08 high of $4.68 billion, right before the economic downturn
Strength in 3Q10 came from North America and EMEA, which were up quarter-over-quarter and up strongly year-over-year (from 3Q09)
Ethernet switch sales jumped 30% in Japan and up 11% in China in 3Q10
Chassis and fixed managed layer 3 switches fared best in 3Q10, continuing a reversal from 2009 trends, when buyers sought value in low-end switching
Ethernet switch revenue of behemoth Cisco was up 2%, after a small dip the previous quarter, and is up 36% year-over-year
ENTERPRISE ROUTER MARKET HIGHLIGHTS
Worldwide revenue from enterprise routers is up 15% year-over-year (3Q10 over 3Q09), and up 9% quarter-over-quarter (3Q10 over 2Q10)
Cisco accounts for 92% of the sequential quarterly increase in enterprise router sales in 3Q10, as its new G2 platform gains market acceptance
Enterprise router units are shipping in increasing numbers across all router segments (high-end, mid-range, branch office, and low-end/SOHO)
REPORT SYNOPSES
Infonetics’ enterprise router report tracks Adtran, Avaya, Cisco, HP, H3C, Huawei, Juniper, OneAccess, and others. The report provides worldwide and regional market share, market size, and analysis (forecasts and more in-depth analysis will be published by Nov. 24) for high-end, mid-range, branch, and low-end/SOHO routers, including port detail (T1/E1/J1, T3/E3/J3, OC3/STM1, OC12/STM4 and other ports).
Infonetics’ Ethernet switch report tracks Adtran, Alcatel-Lucent, Arista, Avaya, Blade, Brocade, Cisco, D-Link, Enterasys, Extreme, Force10, HP ProCurve, H3C, Huawei, Juniper, Linksys, NETGEAR, LG-Ericcson, and others. The report provides market size, market share, forecasts, and analysis for fixed configuration and chassis Ethernet switches by form factor and speed (100M and 1G PoE switches and 100M, 1G copper/fiber and 10G copper/fiber Ethernet switches). Fixed Ethernet switches are tracked by layer (layer 2, layer 3) and management (managed, unmanaged, web managed).