Service provider investments in carrier Ethernet equipment continue to outpace that of other telecom equipment, with annual global spending expected to reach $37.5 billion in 2015, according to Infonetics Research. The largest investments are in routers, carrier Ethernet switches (CES), and optical gear.
Ethernet microwave is the fastest growing segment due to its use for mobile backhaul,” says Michael Howard, co-founder and principal analyst for carrier networks.
In 2010, carriers spent $26.5 billion on carrier Ethernet equipment as they continued moving from TDM to packet-based networks
Cisco continues its commanding lead in the carrier Ethernet switch market, taking in nearly half of worldwide revenue in the first quarter of 2011 while Juniper is a strong second.
The Ethernet access device market is forecast by Infonetics to grow at an 18 percent compound annual growth rate from 2010 to 2015, as a direct reflection of growing carrier Ethernet connections to businesses, backhaul from buildings and DSLAMs, and a growing mobile backhaul application, the firm says.
ADVA is the top player in the global EAD market, followed by Ciena.
@Infonetics: Carrier Ethernet equipment market outpaces telecom capex; on track to hit $37.5B in 2015