Infonetics: Mobile VoLTE spending fuels turnaround in VoIP, IMS equipment market
Mobile voice over LTE, or VoLTE, and other wireless spending is expected to contribute to annual growth in the carrier VoIP and IMS equipment market for the first time in four years, according to Infonetics Research.
AT&T (NYSE: T) plans to have VoLTE in place by 2013, and Clearwire said it will offer VoLTE when it launches its TD-LTE network in mid-2013.
The carrier VoIP and IMS equipment market increased 8 percent in the third quarter of 2012 compared with the same quarter last year. Regionally, Asia Pacific and Latin America each posted strong double-digit year-over-year growth.
"With solid third quarter results, the carrier VoIP and IMS market is on track for positive year-over-year growth due to a handful of variables that are coming together. First, we're entering the long-tail of the legacy softswitch and trunking gateway market, with opportunities for early equipment replacement and new deals that will help slow declines and provide stabilization. Second, IMS deployments continue to grow, and there are pockets of VoLTE and wireless spending," said Diane Myers, principal analyst for VoIP, UC, and IMS at Infonetics.
In an early report, co-authored by Myers, Infonetics predicted that the number of global VoLTE subscribers would reach 300,000 this year, even though the services were just launched.
The number of global over-the-top mobile VoIP subscribers more than doubled from 2010 to 2011, to 98 million, with about 40 percent of the subscribers based in Europe, the Middle East and Africa, according to Infonetics.