2011年Q3全球交换机和路由器市场份额

最近，ACG Research公布了Y最新的全球交换机和路由器市场份额的资料。比萨饼大概如上图所示。Cisco还是老大，Juniper还是千年的老二。任部华为名列第五。

这种marketing数据其实有许多噱头。通过不同的细分，或者产品规模，读者可以得到许多不同的图表。

总的来说，Cisco的ASR9000很拉风，是主力产品，拉动Edge的巨大市场。整了2端口的100G的线卡。更是笑傲江湖。

从苹果与西红柿的角度，J的相应产品是Trio based MX960系列；H是ME80等。目前来看，华为最缺的还是自己的chipset。VRP应该是有不错的基础了，在老吴的鞭子下：－）。Forwarding要加油呀：－（

部分原文：

Concerns over the high level of global government debt, especially in Europe and slower economic growth in the US, Europe and emerging countries, which may stumble into a recession, are impacting the Worldwide Carrier Routing & Switching markets. The global market decreased 4.3% sequentially and grew slightly 1.8% year over year, according to ACG Research. The Total Worldwide Carrier Routing & Switching market grew revenue $2.8B in Q3/11. Core Routing revenues were down 3.9% q/q but up 4.2% y/y. Edge Routing and Switching revenues were down 4.4% q/q but up 1.1% y/y.

With 54.5% of the total market share, Cisco, the market leader, is capitalizing on the trend of its customers simplifying the way their networks work and how next-generation Internet can be more visual, mobile and virtual. The company has posted 3.9% growth in edge routing, largely attributed to successful ASR 9000 momentum. Juniper holds the number two spot with 18.1% and continues to gain traction with its strategy of capitalizing on mobile, Internet and cloud computing and solutions portfolio. Alcatel-Lucent, which is benefiting from the market momentum for 100G IP/optical as well as providers replacing and leveraging 100GE and IPv6 transition technologies has 16.5% of the total market share.

According to Ray Mota, managing partner, “Many carriers are letting emotions get in the way of fundamentals regarding the economy. Carriers need to understand that volatility in markets is normal, and they must understand what is driving the volatility in order to make sound investment decision for expansion of networks or development of new services.” They need to control emotions and look at economic fundamentals, for example, the US GDP grew 2.5% in Q3, the UK grew 0.5%, and India grew 7.7%. So, focus on fundamentals, allow expansion and promote cautious growth by controlling cost on the operational side and expanding into new services related to enterprise-productive services, such as mobility and video/CDN experience enhancements.”