Friday, March 8, 2013

Infonetics: Microwave Radio Market Declines


The global microwave equipment market totaled $1.2 billion in 4Q12, down 3% from 3Q12, and down 12% from the year-ago 4th quarter (4Q11), according to a new report from Infonetics Research.  Microwave equipment spending declined 10% worldwide for the full year 2012.


"The microwave equipment market ended 2012 tamely,” reports Richard Webb, directing analyst for microwave and carrier WiFi at Infonetics Research. “The expected year-end boost to quarterly revenues did not materialize, as price erosion and capex conservation combined to deliver a seasonally countertrend 4th quarter dip. We expect the market trough to hang around a little while longer before renewed growth begins in late 2013,” Webb continues. “And by 2017, Infonetics forecasts the microwave equipment market to reach $5.2 billion, powered by the continuing demand for backhaul capacity at macrocell sites."

Some other notes:

  • Ericsson, Huawei, and NEC held steady at the top of the microwave equipment revenue leaderboard in 4Q12, though #4 Alcatel-Lucent closed the gap on NEC significantly, pulling to within a hair’s breadth
  • Aviat Networks leapfrogged Ceragon to move into the #5 spot in 4Q12, cracking the top 5 for the 1st time
  • Alcatel-Lucent continues to lead the all-packet segment, accounting for half of all revenue.

http://www.infonetics.com