Wireless is fueling capex, which indicates continued
positive growth in the second half of the year
The Worldwide Mobile IP Infrastructure market grew in 2Q and increased
to $1.25 billion, 9.6 percent quarter over quarter. Evolved Packet Core (MME,
PGW, SGW, and PCRF) also grew this quarter to $123 million, 7.2% quarter over
quarter. Online video continues to fuel mobile data traffic and the industry
expects a tenfold increase in five years.
Cisco continues
to lead in the Worldwide Mobile IP Infrastructure market with nearly 40 percent
share. Tracking its dominance in core routers, Cisco leads the IP Backbone
market with 67.4 percent share. Cisco was number one in Mobile IP Backhaul with
40.3 percent share and in first place in Packet Core with 29.7 percent share. Ericsson holds 2nd place position in Packet
Core (MPC + EPC) with 25.7 percent and 3rd place in total IP Infrastructure
market with 12 percent share. Alcatel-Lucent,
which claims 75+ IP mobile core customers worldwide, is second in the total IP
Infrastructure market with 15.8 percent share.
Mobile spending continues is increasing
globally as carriers in developed countries vie for top billing for fastest
carrier, fueling LTE spending. 3G remains strong and continues to grow as
developing economies upgrade and invest in this technology. Mobile
infrastructure will continue to be a highly dynamic market for the next several
years as vendors and carriers work through new technologies. Vendors will need
to have solid strategies and execution plans in this demanding environment.
For more information about ACG's Mobile IP Infrastructure
services, contact sales@acgresesearch.net.
For more information about ACG's Mobile IP Infrastructure services, contact sales@acgresesearch.net.
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.