Australian Telecom carriers are spending again in the router market, finds IDC
Announcement posted by IDC 26 Jun 2004
According to the latest IDC Australia Quarterly LAN research, which includes routers and switches, the overall router market has grown 15% sequentially in Q104 and 21% compared to Q103.
After more than three years of ups and downs in the router market, service providers and enterprises are increasing their spending in this type of networking equipment. In the service provider side, the increased penetration of broadband and the uptake of IP telephony are increasing the demand for more capacity in the core of the network. For the lower end routers, small and medium size businesses are also increasing their use of this products to share their broadband connections.
In terms of market share in the router market, Cisco continues to dominate the total router market in Q104, while Juniper has been able to grab more than half of the gigabit/terabit router market in Q104, the largest share of the gigabit/terabit market Juniper has had in the last 3 years. Juniper has been able to effectively penetrate the carrier market and has maintained good relationships with the main carriers in Australia.
Now with the recent launch of Ciscos CRS-1 and their acquisition of select assets of Procket, competition in the gigabit router space will definitely heat-up, said Susana Vidal, Telecommunications Analyst at IDC.
Cisco and Juniper are now in better position to fight for the Terabit space, the following quarters will show us what do the carriers really think of each vendors technology and business propositions, added Ms Vidal.
Router Market Winners and Losers for Q104:
* Cisco recovered market share in the switches in Q104. Ciscos customer wins in IP telephony deployments and pure network upgrades have fuelled the growth in fixed switches sales.
* Nortel switches sales declined in Q104, Nortel has been focused in its voice solution and their converged network strategy, and not as focused in pushing its switching products.
* Junipers routing revenue skyrocketed in Q104 due to its major customer wins from telecom operators, involving its T-Series, M-Series, and E-Series.
* Netgear grew double digits sequentially in Q104 for the switches, and also experienced growth in its routing sales. Shipment of Layer 2 switches was particularly strong as many small businesses have rolled out their first corporate LANs.
* 3Com also grew double digits sequentially in Q104, 3Com grew its revenues of existing stackable switching products, with increased sales to education and government sectors.
IDCs Quarterly LAN Tracker research includes information on the Switching and Router markets, also vertical splits and forecasts and analysis. To purchase this research, please call the IDC sales team on (61 2) 9925-5300 or email Gary Clarke on gclarke@idc.com.
You are invited complimentary to IDC's "Australian Buying Behaviour and Trends for PC Hardware and Peripherals" Webcast
In this webcast, IDC PC Hardware Market Analyst Michael Sager presents the key dynamics, buying behaviours and issues from end users who were surveyed in IDC's annual survey that polls Australian organisations with more than 250 employees about their Buying Behaviour and Trends in the PC Hardware market.
In this webcast Mr. Sager will focus on the PC hardware component of the study series and paint the current picture of the desktop and notebook PC markets. He will analyse the growth patterns and historical performance of these markets based on IDC's Quarterly PC Tracker data. He will then discuss the planned spending and future areas of growth in the mobility market, which covers notebook PCs, tablet PCs, and smart handheld devices. Mr. Sager will review the desktop PC market and the critical purchase criteria from end users for the coming twelve months. An examination of the current vendor installed base and future vendor preference is also covered.
IDC's Webcast addresses the following questions:
1. Will there be growth in the large enterprise space for notebook PCs?
2. What is the main purchase criteria for desktop PCs?
3. Which vendors do end users prefer?
4. Is there PC refresh cycle of over 3 years in Australia?
5. Will tablet PCs finally see growth?
Date: Available until the 20th July 2004
Price: Complimentary
Viewing Instructions:
1. For more details on the webcast, go to: http://www.idc.com.au/events/webcasts/
2. To view the webcast directly, go to: http://palomar.getitmm.com/IDC_ANZ and register for an account to get your individual username and password.
3. Please note that this is a one-time registration process for all new users. For future IDC webcasts, you will just need to go to http://palomar.getitmm.com/IDC_ANZ and enter your individual user name and password. If you have forgotten your password, click on the "I forgot my Password" option and it will be emailed to you.
If you have any queries about this webcast, please contact Tanya Sager via email tsager@idc.com or phone 02 9925 2229.
About IDC
IDC is the premier global market intelligence and advisory firm in the information technology and telecommunications industries. We analyse and predict technology trends so that our clients can make strategic, fact-based decisions on IT purchases and business strategy. Over 700 IDC analysts in 50 countries provide local expertise and insights on technology markets. Business executives and IT managers have relied for 40 years on our advice to make decisions that contribute to the success of their organisations. IDC is a subsidiary of IDG, the worlds leading technology media, research, and events company. Additional information can be found at www.idc.com.au
After more than three years of ups and downs in the router market, service providers and enterprises are increasing their spending in this type of networking equipment. In the service provider side, the increased penetration of broadband and the uptake of IP telephony are increasing the demand for more capacity in the core of the network. For the lower end routers, small and medium size businesses are also increasing their use of this products to share their broadband connections.
In terms of market share in the router market, Cisco continues to dominate the total router market in Q104, while Juniper has been able to grab more than half of the gigabit/terabit router market in Q104, the largest share of the gigabit/terabit market Juniper has had in the last 3 years. Juniper has been able to effectively penetrate the carrier market and has maintained good relationships with the main carriers in Australia.
Now with the recent launch of Ciscos CRS-1 and their acquisition of select assets of Procket, competition in the gigabit router space will definitely heat-up, said Susana Vidal, Telecommunications Analyst at IDC.
Cisco and Juniper are now in better position to fight for the Terabit space, the following quarters will show us what do the carriers really think of each vendors technology and business propositions, added Ms Vidal.
Router Market Winners and Losers for Q104:
* Cisco recovered market share in the switches in Q104. Ciscos customer wins in IP telephony deployments and pure network upgrades have fuelled the growth in fixed switches sales.
* Nortel switches sales declined in Q104, Nortel has been focused in its voice solution and their converged network strategy, and not as focused in pushing its switching products.
* Junipers routing revenue skyrocketed in Q104 due to its major customer wins from telecom operators, involving its T-Series, M-Series, and E-Series.
* Netgear grew double digits sequentially in Q104 for the switches, and also experienced growth in its routing sales. Shipment of Layer 2 switches was particularly strong as many small businesses have rolled out their first corporate LANs.
* 3Com also grew double digits sequentially in Q104, 3Com grew its revenues of existing stackable switching products, with increased sales to education and government sectors.
IDCs Quarterly LAN Tracker research includes information on the Switching and Router markets, also vertical splits and forecasts and analysis. To purchase this research, please call the IDC sales team on (61 2) 9925-5300 or email Gary Clarke on gclarke@idc.com.
You are invited complimentary to IDC's "Australian Buying Behaviour and Trends for PC Hardware and Peripherals" Webcast
In this webcast, IDC PC Hardware Market Analyst Michael Sager presents the key dynamics, buying behaviours and issues from end users who were surveyed in IDC's annual survey that polls Australian organisations with more than 250 employees about their Buying Behaviour and Trends in the PC Hardware market.
In this webcast Mr. Sager will focus on the PC hardware component of the study series and paint the current picture of the desktop and notebook PC markets. He will analyse the growth patterns and historical performance of these markets based on IDC's Quarterly PC Tracker data. He will then discuss the planned spending and future areas of growth in the mobility market, which covers notebook PCs, tablet PCs, and smart handheld devices. Mr. Sager will review the desktop PC market and the critical purchase criteria from end users for the coming twelve months. An examination of the current vendor installed base and future vendor preference is also covered.
IDC's Webcast addresses the following questions:
1. Will there be growth in the large enterprise space for notebook PCs?
2. What is the main purchase criteria for desktop PCs?
3. Which vendors do end users prefer?
4. Is there PC refresh cycle of over 3 years in Australia?
5. Will tablet PCs finally see growth?
Date: Available until the 20th July 2004
Price: Complimentary
Viewing Instructions:
1. For more details on the webcast, go to: http://www.idc.com.au/events/webcasts/
2. To view the webcast directly, go to: http://palomar.getitmm.com/IDC_ANZ and register for an account to get your individual username and password.
3. Please note that this is a one-time registration process for all new users. For future IDC webcasts, you will just need to go to http://palomar.getitmm.com/IDC_ANZ and enter your individual user name and password. If you have forgotten your password, click on the "I forgot my Password" option and it will be emailed to you.
If you have any queries about this webcast, please contact Tanya Sager via email tsager@idc.com or phone 02 9925 2229.
About IDC
IDC is the premier global market intelligence and advisory firm in the information technology and telecommunications industries. We analyse and predict technology trends so that our clients can make strategic, fact-based decisions on IT purchases and business strategy. Over 700 IDC analysts in 50 countries provide local expertise and insights on technology markets. Business executives and IT managers have relied for 40 years on our advice to make decisions that contribute to the success of their organisations. IDC is a subsidiary of IDG, the worlds leading technology media, research, and events company. Additional information can be found at www.idc.com.au