Both global ethernet switch and router markets show strong growth in Q3 2011 according to IDC-- the ethernet switch market reaches "record" revenues of $5.9 billion, while routers grow by 2.9% Y-o-Y.
The WW ethernet switch market grows by 6.1% Y-o-Y and 10.9% Q-o-Q-- but most of that growth comes from Asia/Pacific, the analyst says, mentioning China and India as booming enterprise markets.
10GbE switch revenues increase by 29.9% Y-o-Y, with Q3 2011 shipments reaching "record" 2.09M units.
Cisco holds 66.5% of the WW Q3 2011 ethernet switch market (up from 63.8% in Q2), and over 73% of the 10GbE segment.
In the router segment, IDC says EMEA shows less than 0.5% Y-o-Y growth-- only Germany showing strong growth of 8.4% Y-o-Y. Negative economic conditions hit Italy, Portugal, Greece (where router revenues are down by over -20% Y-o-Y) and Spain (-13% Y-o-Y decline).
On a global basis, the router service provider segment grows by 5% Y-o-Y (accounting for 73% of the market) while the enterprise segment declines by -2.8% Y-o-Y.
