Though revenue was up in a $5 billion quarter
Cisco and HP, the Nos. 1 and 2 vendors in the Ethernet switch market, both lost market share in the second quarter from last year even though revenue for both rose. Also enjoying a revenue increase in the quarter from a year ago were Juniper and Dell, which saw a double-digit percentage increase thanks in large part to its acquisition of Force10.
These are the findings of the most recent quarterly data from Infonetics Research, which found that Ethernet switch sales topped $5 billion in the quarter, boosted by strong sales in North America and demand for 10G. Sales of 10G switches almost doubled from a year ago, the firm found.
Total revenue in the quarter was up 9% from Q1 and 13% from last year’s second quarter. Revenue for Gigabit Ethernet ports was up in the quarter, as were 40G sales, which increased 50% for the second straight quarter.
In routers, sales of enterprise systems was up only 2% over Q1, due to weakness in Europe and in the public sector. Total revenue in the quarter on high-end, mid-range, branch office, and low-end/SOHO routers was $852 million, Infonetics found, down 1% from a year ago.
North America led the quarter, with enterprise router spending up 9% sequentially. Router sales in China, a major growth engine in 2011, are declining, the firm found.
Low-end/SOHO routers posted the largest revenue gains, up 24% quarter-over-quarter and 38% year-over-year, Infonetics found.
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