Wednesday, August 20, 2014

[Dell’Oro Group]: CSP Equipment Market - Grow at 2% CAGR to 2018

   
A new report by Dell’Oro Group finds that ".. the combined service provider telecom equipment market comprising the Access, Carrier IP Telephony, Microwave, Mobile RAN, Optical, SP Routers, SP WiFi, and Wireless Packet Core markets, are set to improve between 2013 and 2018—by approximately $30 billion. 


  • After recording a CAGR of -1% between 2008 and 2013, Dell’Oro Group forecasts the combined service provider equipment markets to grow at a CAGR of 2% between 2013 and 2018
     
  • Wireless and Wireline Telecom Markets to grow at a CAGR of 1% and 3%
     
  • Microwave, Optical, SP Routers, and Wireless Packet Core to drive the majority of the growth in the forecast period 
See "Telecom Equipment Sales to Increase $30 Billion, by 2018" - here.

Tuesday, August 19, 2014

[Infonetics]: VoLTE Slows down the IMS Market (led By Huawei)


A new report by Diane Myers, principal analyst for VoIP, UC, and IMS, Infonetics Research finds that deployments of VoLTE services slows down the IMS equipment market - "The global service provider VoIP and IMS market totaled $878 million in 2Q14, down 6% from 2Q13, and down 12% sequentially .. Huawei and Metaswitch are the standout IMS/VoIP vendors in 2Q14, bucking the down quarter"

"To date, nationwide launches of voice over LTE (VoLTE) have taken place only in small countries and city-states such as South Korea, Singapore, and Hong Kong .. Larger nationwide launches of VoLTE in the U.S. and Japan are expected to begin toward the end of 2014; this, in addition to the activity of operators in Europe, Canada, and other parts of Asia, will fuel IMS equipment related to VoLTE in 2015.

The large network equipment vendors—Alcatel-Lucent, Ericsson, Huawei, and Nokia—are benefitting from VoLTE-related activity and product sets that extend beyond IMS". 


See "Service provider VoIP and IMS market enters period of correction after ramp-up to VoLTE" - here.