Cisco adds router share in Q1

Service provider market up 9% over last year, down 14% from Q4

The service provider router and switch market grew 9% in Q1 to about $2.65 billion, according to two market research firms. Cisco retained the lead in both but Juniper won back the No. 2 spot in edge routing from Alcatel-Lucent, according to ACG Research.

Sales of carrier and Carrier Ethernet core and edge routers grew 9.4% in Q1, to $2.6 billion, according to Synergy Research. Sales in North America were up 16%, 6.7% in APAC and 3% in EMEA.

Cisco gained over 2% of market share from Q4 while Juniper gained 2.5%. Alcatel-Lucent lost 4% share, while Ericsson lost almost 1% and Huawei gained ever so slightly -- .07%. Tellabs, which is having challenges at AT&T, lost .37% of share.

Synergy expects the market to grow 20% this year.

While healthy year-over-year, ACG found that the market shrunk 14% from Q4, to $2.7 billion. Core routing revenues were down 11.2% from Q4, but up 9.5% from last year; edge routing and switching was down 15% from Q4 and up 9% from Q1, 2010.

Cisco's share of the market stood at 50%+ while Juniper bumped Alcatel-Lucent back to No. 3 in the edge.

Both firms noted cloud computing as a major driver that will spurs sales growth in 2011. Video, and data center/virtualization were other catalysts.  Other inducements are spending on mobility and new service creation, IPv6 transitions and security.

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