During 4Q11, 10 Gbps Ethernet controller and adapter shipments posted a modest 3 percent sequential growth, to about 1.3 million ports, but they are forecast to surge in 1Q12, propelled by the launch of Intel’s next server platform, named Romley.
In a report tracking such shipments, Sameh Boujelbene, a Dell’Oro Group analyst covering controllers and adapters, noted, “While shipments to traditional server manufacturers declined, 10 Gbps Ethernet ports going onto servers built by cloud customers continued to blossom during the quarter.”
Boujelbene continues, “Mellanox more than doubled its adapter shipments, driven mainly by one large cloud customer. Meanwhile, Intel enjoyed a blow out growth in its LOM shipments to the stand-alone servers of its cloud customers.
In addition, another recent report published by Dell’Oro Group indicates that the mobile infrastructure RAN market recorded its strongest full-year revenue growth since 2004.
The strong momentum that drove the mobile infrastructure RAN market in the first three quarters of 2011 slowed down significantly in 4Q11, paving the way for slower growth in 2012.
“While operators in North America maintained capex guidance for 2011 and front-end loaded investments were expected, it was the shift in product mix from capacity to LTE coverage that resulted in weaker than anticipated wireless infrastructure investments,” comments Stefan Pongratz, who covers mobile infrastructure. “The product mix will have a large impact on the equipment market in 2012. LTE RAN investments accounted for 40 percent of global mobile RAN growth in 2011, and there are no major signs yet of operators holding back LTE rollouts as a result of a challenging macro economic environment.”
The report also reveals that Ericsson and Huawei recorded the largest full-year 2011 revenue increases and maintained their Number 1 and Number 2 revenue-share rankings in the mobile RAN market.