Infonetics: Carrier Switch and Router Market up 17% in Q4, Tellabs Gains

Worldwide revenue from service provider IP edge routers, IP core routers, carrier Ethernet switches, and multiservice ATM switches jumped 17% in 4Q09, led by strong IP edge router sales, according to a newly released "Service Provider Routers and Switches" forecast from Infonetics Research.


Asia Pacific is the only region to post year-over-year growth in IP edge and core router revenue, up 19% in 2009 from 2008, pushed in no small part by the Chinese government telecom stimulus and the competitiveness of the newly re-organized Chinese operators.


"The top two vendors in the service provider router space, Cisco and Juniper, together went from owning 69% of the worldwide router market in 2008 to 59% in 2009, while Alcatel-Lucent, Huawei, and others gained share. Interestingly, smaller player Tellabs pushed past Ericsson in 2009, putting them in the top five for the first time. Tellabs had an especially strong year based on their focus on the mobile sector. All six of the top router vendors posted strong double-digit revenue increases in the fourth quarter, and we expect modest growth in the router segment to continue in 2010 as carriers carry out fixed-mobile convergence strategies for their router networks," notes Michael Howard, co-founder and principal analyst for carrier and data center networks at Infonetics Research.
http://www.infonetics.comhttp://