Cisco takes 42 percent of mobile IP infrastructure market, says ACG
Cisco (NASDAQ: CSCO) took a commanding 42 percent share of the worldwide mobile IP infrastructure market, which increased to $1.2 billion in the first quarter of 2013, according to an ACG Research blog.
Ericsson (NYSE: ERIC) came in a distant second with 15.5 percent of the market, followed by Alcatel-Lucent (NYSE: ALU) with 13 percent, Nokia Siemens Networks with 7.1 percent, and Huawei with 5.8 percent of the market.
The mobile IP infrastructure market includes the mobile IP backbone, mobile IP backhaul, and packet core segments.
ACG Research noted that Cisco has been particularly strong in the coveted LTE evolved packet core (EPC) space. "Cisco's core strengths in packet core and its deep LTE core network experience are a result of its large/incumbent position in AT&T (NYSE: T) and Verizon Wireless (NYSE: VZ) where it has acquired complex deployment experience in 3G migration, LTE capacity planning, subscriber policy management, and multimedia/video revenue creation models," the blog related.
However, the research firm expects Ericsson to continue to grow in the mobile IP infrastructure market this year. "Massive global LTE deployments and a high rate of trial contract conversions/expansions, will fuel growth throughout 2013 for Ericsson," the blog noted.
ACG expects LTE EPC to grow at record pace, averaging 45 percent to 50 percent year-over-year growth in 2013, with North America undergoing national buildouts of 4G LTE networks and the Asia-Pacific and Latin American regions driving additional LTE deployment revenues.
- check out ACG Research's blog
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