“The SP Core Router market grew at a low-single digit rate year-over-year in 1Q17, as demand in China soared,” said Alam Tamboli, Senior Analyst at Dell’Oro Group. “China Mobile, who is not only the largest LTE mobile operator (by subscribers) in the world but also recently the second largest broadband access operator, has continued to build out their IP Core backbone. Huawei is the primary supplier to China Mobile, as well as the other two largest Chinese telecom operators, and has consequently seen a significant increase in revenue demand this quarter. Looking elsewhere, Cisco had its worst quarterly revenue performance in well over a decade, as the timing of some significant orders missed the 1Q17 revenue cutoff,” Tamboli continued.
The report also finds that vendor rankings in the SP Edge Router & CES market also shifted this quarter with Huawei taking over second spot from Nokia. Similar to the Core Router market, Huawei benefitted greatly due to demand in China while Nokia had an abnormally weak quarter.
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The Dell’Oro Group Router & Carrier Ethernet Switch Quarterly Report offers complete, in-depth coverage of the Service Provider Core, Edge, Access (predominantly Carrier Ethernet Switch), and Enterprise Router markets for current and historical time periods. The report includes qualitative analysis and detailed statistics for vendor market shares, revenue, average selling prices, and unit and port shipments. To purchase this report, please call Matt Dear at +1.650.622.9400 x223 or email Matt@DellOro.com
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