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Global service provider switching and routing equipment sales up 26% in 3Q07

(Business News, 13 Nov 2007 )

Global service provider switching and routing equipment sales grew to $2.9 billion overall in 3Q07, up 26 percent compared with the same quarter last year, according to new analysis from Ovum RHK.

“Juniper networks continues its rebound, while Cisco and Huawei achieved steady growth,” said Mark Seery, Vice President, Switching and Routing, Ovum RHK. “Tellabs was up strongly sequentially, which may indicate IP/MPLS-based wireless aggregation is about to enter a stronger growth phase."

The following are the 3Q07 highlights for technology-focused market segments:
- IP/MPLS core = $712 million, up 44 percent versus 3Q06
- IP/MPLS edge = $1,432 million, up 40 percent versus 3Q06
- IP/Ethernet = $527 million, up 18 percent versus 3Q06
- ATM = $253 million, down 30 percent versus 3Q06

The following are the 3Q07 highlights for application-focused market segments:
- IP transport and services = $1,515 million, up 47 percent versus 3Q06
- Ethernet transport and services = $1,026 million, up 25 percent versus 3Q06
- BRAS = $238 million, down 4 percent versus 3Q06

The following are the 3Q07 market share positions (rolling 4Q):
- IP/MPLS total: Cisco (53 percent), Juniper (20 percent)
- IP/MPLS core: Cisco (59 percent), Juniper (31 percent)
- IP/MPLS edge: Cisco (49 percent), Alcatel-Lucent (19 percent), Juniper (14 percent)
- IP transport and services: Cisco (51 percent), Juniper (24 percent)
- Ethernet transport and services: Cisco (62 percent), Alcatel-Lucent (18 percent)
- BRAS: Cisco (39 percent), Juniper (31 percent), Redback (23 percent)

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