Carrier Ethernet Industry Voices

North America drives growth in carrier router and switch market in 2Q10 

Infonetics Research released its second quarter 2010 (2Q10) Service Provider Routers and Switches market share and forecast report.

"IP core and edge router revenue in North America was the hero of the second quarter, up 15% sequentially and up 39% from this time last year, as operators put spending back on priority to handle more traffic, especially video over broadband and data and photos over mobile networks. Europe is in a holding pattern, struggling to pull out of the downturn, and is roughly 2 to 3 quarters behind North America. Although EMEA router spending was flat sequentially, it was up a nice 13% year-over-year. Asia Pacific showed a solid 10% sequential increase in router revenue, but is still behind the Chinese-stimulated 2009 pace," reports Michael Howard, co-founder and principal analyst for carrier and data center networks at Infonetics Research. (click Read More below)

 Hello to the Carrier Ethernet community--my first blog. I'm looking forward to interacting on a regular basis via the Ethernet Academy. I have some favorite topics that I'll be exploring at this site with you--my top 2 are Ethernet Transport and Mobile Backhaul.

For this blog, let me relay to you the top level results from our April update (just released) of the newly renamed/revised Carrier Ethernet Equipment report (formerly Metro Ethernet Equipment):

Service provider investment in carrier Ethernet is growing faster than overall telecom capex, so it is one of the areas defying the downturn. Carrier Ethernet is one of the key technologies globally integral to IP NGN transformation projects, that make the basic move from TDM to packet based networks. These investments in 2008 amounted to $17B, and will total $148B over the 5-year period through 2013.