Global L2-L3 switch revenues for Q1 2005 down 7%

Worldwide L2-L3 Ethernet switch revenue totaled $3.3 bln in Q1 2005, down 7% from Q4 2004, and ports decreased 7% to 57 mln, according to Infonetics Research.

Worldwide L2-L3 Ethernet switch revenue totaled $3.3 bln in Q1 2005, down 7% from Q4 2004, and ports decreased 7% to 57 mln, according to Infonetics Research. Growth will pick up over the next four quarters, with ports increasing 14% and revenue 8% by Q1 2006. Worldwide revenue is expected to reach $15.9 bln by 2008.

Worldwide L4-L7 switch/load balancer shipments are up 10% to 11,000 between Q4 2004 and Q1 2005, and revenue is up 5% to $175 mln, driven by sales of chassis-based devices. While quarterly growth is expected to slow and remain flat through 1Q06 in the overall L4-L7 product market, as there are no compelling applications driving significant increases right now, SSL-enabled devices will continue to sell well.

Cisco maintains its lead in the L2-3 Ethernet switch market, with about two-thirds of worldwide revenue share and close to a third of worldwide port market share; Cisco also leads the L4-L7 switch/load balancer market in worldwide port and revenue share. ProCurve (HP) remains in second place for L2-3 Ethernet switch market revenue market share, and is sixth for port share. F5 is now solidly in second place in the overall L4-L7 switch/load balancer market, passing Nortel in Q4 2004, with over a quarter of worldwide revenue share, and maintains its strong lead in the L4-L7 switch/load balancer with SSL market, with the main competition coming from Cisco and Nortel. Foundry had a positive quarter in the L4-L7 switch/load balancer market, significantly increasing unit and revenue share. Fixed switches represent 48% of total L2-L3 switch revenue (up from Q4 2004) and chassis switches represent 52%; this has changed from 40% fixed configuration and 60% chassis switch revenue in 2003.

Newsletters

You have been successfully signed up. To sign up for more newsletters or to manage your account, visit the Newsletter Subscription Center.
See All
See All