With Q3 2010 results in from suppliers, two market research firms have reported increased equipment demand.
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Infonetics Research reports an uptick in service provider demand for carrier VoIP and IMS equipment. Meanwhile the Dell’Oro Group reports that the unified communications market expanded to its highest level since 2008.
Commenting on service provider market conditions for VoIP equipment in the third quarter, Diane Myers, directing analyst for VoIP and IMS at Infonetics Research, said in a statement: “Every product category except media servers was impacted by pricing pressures, so while shipments were up for most segments, total worldwide revenue took a hit. Looking at the long-term prospects, the network elements that are best poised for solid growth are those that facilitate the migration to all-IP networks, such as session border controllers.”
As for IP Multimedia Subsystem (IMS) equipment, the report showed that the IMS equipment market overall “is experiencing strong and healthy growth, driven in the near-term by the continued adoption of VoIP services and service provider migration of VoIP services to IMS networks. Longer-term, the IMS market will get a boost from the push for enhanced mobile services, with LTE being the most significant driver.”
According to Meyers, market conditions in China “are driving volumes up and pushing prices down. There are large network transformation projects underway in China, so demand for equipment is very strong, but at the same time, vendors are willing to push the pricing limits.”
More information on the study can be found here.
The Dell’Oro Group, also reporting on third quarter results noted that the unified communications market expanded to its highest level since 2008, expanding 7% sequentially.
According to a statement from Alan Weckel, director at Dell’Oro Group, “Despite pockets of weakness reappearing, we believe that the unified communications market will expand significantly in 2010 as existing vendors continue to invest and expand their software offerings and Microsoft begins to actively push Lync.”
The report also notes that equipment suppliers will continue to migrate their installed base to IP “although the process may take another decade to complete.”
More details about the report can be found here.
