Ericsson, Huawei Tie For RAN Leadership; Video-Gear Sales Up
Mobile infrastructure RAN revenues grew 17.4 percent sequentially in 4Q12 to reach almost $8.5 billion — 2.5-percent lower than the same quarter a year ago, says ABI Research. For the full year, Ericsson and Huawei led with about 24-percent marketshare each, followed by Nokia Siemens Networks, Alcatel-Lucent, ZTE, Samsung and NEC. Meanwhile, in the video-equipment sector, ABI says the overall infrastructure video equipment market will hit $3.8 billion in 2017, up from $2.8 billion last year. Video encoders are the fasted growing sub-segment, increasing more than 10 percent annually. Comments Senior Analyst Adarsh Krishnan, “Mature hardware companies, including Cisco, Ericsson and even Huawei are all turning their focus to higher-margin services business as new entrants compete in well-understood sections of the equipment space.”
10 GbE Switching Pushed By Video, Enterprise
Worldwide Ethernet switch (Layer 2/3) revenues reached $5.7 billion in 4Q12, representing growth of 7 percent sequentially and 0.5 percent year over year, notes recent research from IDC. 10 GbE Ethernet switch (Layer 2/3) revenue increased 14.9 percent year over year and, for the first time, crossed the $2 billion mark in a single quarter; 10 GbE port shipments grew 43.9 percent year over year to nearly 4 million ports in 4Q12. From a vendor perspective, Cisco owns more than 61 percent of the Ethernet switch (Layer 2/3) market, and its market share in the 10 GbE segment topped 66 percent in 4Q12. Looking ahead, video traffic coupled with support for wired and wired gear at the network edge will continue to push this segment of the enterprise-networking market.
CenturyLink Gains Business Ethernet Traction
AT&T, Verizon, CenturyLink and Windstream are the four top-ranked vendors (in terms of port share) in the Incumbent Carrier segment of the U.S. business Ethernet services market, reports Vertical Systems Group. "AT&T and Verizon have been successful in providing Ethernet services to their large enterprise-network customers, thereby maintaining the top two U.S. Ethernet Leaderboard positions for several years running,” says company principal Rick Malone. “However, CenturyLink was the fastest growing provider on the Leaderboard in 2012. Windstream also had solid growth, gaining fourth position on the Incumbent Carrier segment Leaderboard due to its focus on Ethernet access to IP VPN services and the Internet."