Ethernet switch market rebounding for Cisco, others

The worldwide Ethernet switch market is down 24% in the second quarter but rose 5% between Q1 and Q2 to $3.4 billion, according to Infonetics Research. Vendors indicate more growth to come this quarter, the firm states, a sign of a market rebound.

North America posted the largest sequential gain at 19%. Web-managed Ethernet switch revenue and port shipments increased in the double-digits in Q2, Infonetics found.

10G and 1G PoE Ethernet switch port shipments are both up, with 10G up 33% from last year. The application delivery controller market was flat in Q2 — F5 saw revenue share increased while Cisco’s decreased in the quarter, giving F5 the “clear lead” two quarters in a row, according to the firm. 

The North American enterprise router market, meanwhile, stabilized in Q2 with flat sales while the rest of the global regions saw significant drop-off. Commoditization and declining prices, “erratic” customer orders, and the weak global economy combined to keep vendor revenue down overall in Q2, even as unit shipments increased in the high- and low-end segments, Infonetics found. 

Worldwide enterprise router revenue totaled $709 million in Q2, down 9% from Q1. Low-end router shipments were up 30% year-over-year, but revenue was down 38%, the firm notes.

High-end router shipments are up 6% from Q1. Cisco saw an 11% decline in enterprise router revenue, but many vendors posted increases in the second quarter, including 3Com.

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