Product Type: Market Research Report
Published by: Ovum Plc
Published: September 2009
Product Code: R464-1545Description The ice is beginning to melt but not has not cracked - global service provider switching and routing (S&R) equipment revenue was $2.7 billion in 2Q09, up 8% sequentially but down 22% compared to the same quarter last year. Versus 2Q08 IP/MPLS edge sales were down 16%, IP/MPLS core revenues were down 31%, and ATM sales were down 36%. Ovum believes the recent free-fall has ended and the market has stabilized. We have forecasted 2009 sales at $11.5 billion, down 14% from 2008; first- and second-quarter results bring this market to 46% of our forecast for 2009.
Table of Contents - Executive summary
- In a nutshell
- Ovum view
- Market improves, but macroeconomic climate still pressuring 2Q09 results
- Key messages
- 2Q09 results
- IP/MPLS market decline reversed during 2Q09
- 2Q09 highlights for technology-focused market segments
- 2Q09 highlights for application-focused market segments
- 2Q09 market share positions (rolling 4Q)
- Market share
- Alcatel-Lucent gains most share among top vendors
- Market share changes
- Analysis of quarterly results
- Market growth and outlook
- Softness expected to continue through 2009
- Regional analysis
- Emerging markets in Asia gain ground, now tied with North America in rolling 4Q revenues
- Product-level analysis
- Segment overview: technology-level analysis
- Core IP/MPLS
- Edge IP/MPLS
- IP/Ethernet
- ATM/MPLS
- Segment overview: application-level analysis
- IP transport and services
- Ethernet transport and services
- Legacy transport and services
- Market trends
- The ice is beginning to melt due to traffic growth and because carriers are running IP infrastructure hotter
- RFP and tender trends
- Financing
- Key developments
- IP applications
- Competition
- Links
- List of Tables
- Table 1: SP switching and routing, analysis of 2Q09 results
- List of Figures
- Figure 1: Quarterly revenues, global service provider S&R, 3Q07-2Q09
- Figure 2: Market share, SP switching and routing (rolling 4Q), 3Q08-2Q09
- Figure 3: Rolling 4Q market share gains and losses, 2Q09 vs. 1Q09
- Figure 4: Packet transport market share by region (rolling 4Q), 2Q09 vs. 1Q09
- Figure 5: Core IP/MPLS market, 3Q08-2Q09 revenues and share change
- Figure 6: Edge IP/MPLS market, 3Q08-2Q09 revenues and share change
- Figure 7: IP/Ethernet market, 3Q08-2Q09 revenues and share change
- Figure 8: ATM/MPLS market, 3Q08-2Q09 revenues and share change
- Figure 9: IP transport and services, 3Q08-2Q09 revenues and share change
- Figure 10: Ethernet transport and services market, 3Q08-2Q09 revenues and share change
- Figure 11: Legacy transport and services market, 3Q08-2Q09 revenues and share change
|
|
