IDC reports "mixed results" for the global Q1 2013 ethernet switch (Layer 2/3) and router markets, with switch revenues growing by 2.1% Y-o-Y to $5.28 billion and routers dropping by -7.3% Y-o-Y.
W. Europe remains "an area of weakness" for ethernet switches-- Q1 2013 declines total -6.2% Y-o-Y, even if this is an improvement over the double-digit Y-o-Y declines seen during Q3 and Q4 2012.
In contrast, C. and European growth reaches 10.3% Y-o-Y.
"While 10GbE continues to drive the worldwide ethernet switch market, it is interesting to note the increasing divergence in the performance of the overall market across the various regions, and in some cases, specific countries," IDC says. "While GbE is still expected to hold its own for the foreseeable future, we expect 10GbE and 40GbE to drive the wired infrastructure market forward in the coming years, both in the datacenter as well as campus core deployments. But as the market evolves, we should expect there will be pronounced market differences across the various theatres." Read more...