BOSTON, May 26 /PRNewswire/ -- Worldwide L2-L3 Ethernet switch revenue
totaled $3.3 billion in 1Q05, down 7% from 4Q04, and ports decreased 7% to 57
million, according to Infonetics Research's quarterly market share and
forecast service, L2-L7 LAN Switches. Growth will pick up over the next four
quarters, with ports increasing 14% and revenue 8% by 1Q06. Worldwide revenue
is expected to reach $15.9 billion by 2008.
Worldwide L4-L7 switch/load balancer shipments are up 10% to 11,000
between 4Q04 and 1Q05, and revenue is up 5% to $175 million, driven by sales
of chassis-based devices. While quarterly growth is expected to slow and
remain flat through 1Q06 in the overall L4-L7 product market, as there are no
compelling applications driving significant increases right now, SSL-enabled
devices will continue to sell well.
"Cisco continues to lead the worldwide Layer 2-3 fixed configuration
switch market, both in revenue and port share, but a race for second-place is
playing out for port market share, with NETGEAR leading, D-Link not far
behind, and 3Com holding steady," said Matthias Machowinski, directing analyst
at Infonetics Research. "Most port speeds showed declines in the first
quarter, 10/100M and 10G most significantly. Gigabit and PoE port shipments
did increase a bit, but revenue was down due to ASP pressure. The vast
majority of ports continue to be 10/100M, but 1G has been making great
inroads, accounting for 18% in 1Q05, while 10G remains insignificant."
1Q05 Market Highlights
-- Cisco maintains its lead in the L2-3 Ethernet switch market, with about
two-thirds of worldwide revenue share and close to a third of worldwide
port market share; Cisco also leads the L4-L7 switch/load balancer
market in worldwide port and revenue share
-- ProCurve (HP) remains in second place for L2-3 Ethernet switch market
revenue market share, and is sixth for port share
-- F5 is now solidly in second place in the overall L4-L7 switch/load
balancer market, passing Nortel in 4Q04, with over a quarter of
worldwide revenue share, and maintains its strong lead in the L4-L7
switch/load balancer with SSL market, with the main competition coming
from Cisco and Nortel
-- Foundry had a positive quarter in the L4-L7 switch/load balancer
market, significantly increasing unit and revenue share
-- Fixed switches represent 48% of total L2-L3 switch revenue (up from
4Q04) and chassis switches represent 52%; this has changed from 40%
fixed configuration and 60% chassis switch revenue in 2003
L2-L7 LAN Switches tracks layer 4-7 switch/load balancers with and without
SSL, and layer 2-3 Ethernet switches, broken out by managed and unmanaged
fixed configuration, chassis, and PoE switches. Forecasts are updated
quarterly and cover North America, EMEA, Asia Pacific, CALA, and worldwide.
Companies tracked in this service include 3Com, Alcatel, Allied Telesyn,
Avaya, Cisco, D-Link, Enterasys, Extreme, F5, Foundry, NETGEAR, Netscaler,
Nortel, ProCurve (HP), Radware, SMC, and others.
For the table of contents, log on to Infonetics Research's Information
Portal at http://www.info.infonetics.com. For sales, contact Larry Howard, vice
president, at larry@infonetics.com, 408-583-0011 x335.
Infonetics Research (http://www.infonetics.com) is an international market
research and consulting firm covering the data networking and
telecommunications industries in North America, Europe, and Asia. Infonetics
helps companies develop, market, and sell products and services by providing
objective analysis of end-users, service providers, and product manufacturers.
SOURCE Infonetics Research
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Related links:
http://www.infonetics.com
CONTACT:
Matthias Machowinski, Directing Analyst,
Enterprise Voice & Data of Infonetics Research, +1-781-933-9868,
or matthias@infonetics.com
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