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Worldwide Metro Ethernet Equipment Forecast and Analysis, 2004-2008

Product Type: Market Research Report
Published by: IDC
Published: January 2004
Product Code: R104-14538
Description
This IDC study forecasts the five-year revenue opportunity for metro Ethernet equipment from 2004 to 2008. IDC breaks down metro Ethernet equipment revenue by geographic region, including North America, Europe, Asia/Pacific, and the rest of the world (ROW). IDC also breaks down the worldwide market by the major equipment segments, including Layer 2/3 switches, routers, Synchronous Optical Network (SONET)/Synchronous Digital Hierarchy (SDH) multiservice provisioning platforms (MSPPs), and metro WDM. The study identifies market share leaders for 2003 for the metro Ethernet equipment market as a whole and for each of the four individual equipment segments. Issues addressed include the following: y What is the revenue opportunity for metro Ethernet equipment from 2004 to 2008? y Which vendors lead in each of the four individual equipment segments, and which vendors lead the metro Ethernet equipment market as a whole? y How are the major geographic regions expected to fare in the market over the next five years? y What types of architectures are carriers adopting, and how do these architectures vary by geographic region? "The migration of Ethernet technology from the LAN to the metro, driven by continued growth in data, is beginning to change the way carriers architect their metro networks, with a movement ? albeit slow in incumbent networks ? away from traditional SONET/SDH approaches and toward Ethernet." ? Sterling Perrin, senior research analyst, Optical Networks
Table of Contents


Table of Contents


IDC Opinion


In This Study


Methodology


Scope


Table: Metro Ethernet Product Segmentation by Equipment Type


A Note on FTTx


Situation Overview


Worldwide Market Share, 2003


Total Market


Figure: Worldwide Metro Ethernet Equipment Revenue Share by Vendor, 2003


Figure: Worldwide Metro Ethernet Equipment Revenue Share by Vendor, 2002 and 2003


Metro WDM


Figure: Worldwide Metro Ethernet over WDM Equipment Revenue Share by Vendor, 2003


Ethernet over SONET/SDH


Metro Ethernet Routers


Layer 2/3 Switches


Figure: Worldwide Metro Ethernet over MSPP Equipment Revenue Share by Vendor, 2003


Figure: Worldwide Metro Ethernet Router Equipment Revenue Share, Including and Excluding CPE, by Vendor, 2003


Figure: Worldwide Metro Ethernet Layer 2/3 Switch Equipment Revenue Share, Including and Excluding CPE, by Vendor, 2003


Future Outlook


Market Trends


Ethernet Architectures


Table: U.S. Ethernet Service Providers and Their Equipment Suppliers


Ethernet Services


Ethernet over Copper


Forecast and Assumptions


Table: Key Forecast Assumptions for the Worldwide Metro Ethernet Equipment Market, 2004-2008


Table: Worldwide Metro Ethernet Equipment Revenue by Equipment Type, 2002-2008 ($M)


Figure: Worldwide Metro Ethernet Internet Access Services Subscriptions by Region, 2002?2007


Table: Worldwide Metro Ethernet Equipment Revenue by Region, 2002-2008 ($M)


Essential Guidance


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Related Research


Definitions


Synopsis




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