Telecom Lead Asia: Cisco leads the telecom service
provider router and switch market in the second quarter of 2012.
The other major players include Huawei, Alcatel-Lucent,
Juniper and ZTE.
Cisco has long led the global IP edge and core router
market by comfortable margins.
Huawei is in the #2 spot in the 2nd quarter.
ZTE posted especially strong gains in carrier Ethernet
switches (CES) in 2Q12, particularly in China where CESs are being used in
major mobile backhaul deployments.
The global service provider router and switch market,
including carrier Ethernet switches and IP edge and core routers, grew 4
percent in 2Q12 from the previous quarter, to $3.5 billion.
From the year-ago 2nd quarter, the overall carrier router
and switch market is down 9 percent, as service providers generally remain
cautious, particularly in North America and Europe.
Latin America is the only major world region posting an
increase in carrier router and switch revenue on a year-over-year basis (up 57
percent in 2Q12 over 2Q11).
A nearly 50 percent increase in revenue in China propped
up the global service provider router and switch market in the 2nd quarter.
China was the differentiating factor between a positive
worldwide quarter and one that otherwise would have been down,” said Michael
Howard, Infonetics Research’s co-founder and principal analyst for carrier