industry news ♦ compound semiconductor ♦ news digest
TriQuint is on track to deliver the first amplifier MMIC by August 2010. The first 50 Watt prototype packaged assembly high power amplifier (HPA) is expected to be delivered in April 2011.
Cisco Satisfies Ethernet Switch Sector
Infonetics Research Q1 2010 report on “Ethernet Switches and Enterprise Routers” says Cisco currently have 72.3% of the market share for Ethernet switches.
Following a 15% revenue gain in the Ethernet switch market last quarter, a further increase of 12% to $4.6 billion was seen in Q1 2010. Compared to the same quarter last year, an increase of 41% was seen.
“The Ethernet switch market continues to rebound from the low-points set during the recession,” said Matthias Machowinski, Infonetics Research’s directing analyst for enterprise voice and data. “The reasons for the growth are multi-fold: an improving economy, pent-up demand, and a reduction in back-log due to supply chain constraints in late 2009.”
He also said that although Cisco is under attack from all sides, its Ethernet switching revenue has increased by 17%, while all other vendors combined grew by only 1%.
Extreme also posted strong gains in the Ethernet switch market in 1Q10, while many vendors were flat or down for the quarter
Newly combined HP and 3Com/H3C are now the number 2 vendor by a wide margin, with 20% port and 10% revenue share. The vendor below this is Avaya who acquired Nortel’s enterprise assets and holds 2% revenue.
Worldwide revenue from Enterprise products were down by half a percent to $818 million compared to the last quarter, on the heels of a 10% increase the previous quarter.
Infonetics’ Ethernet switch report provides market size, market share, forecasts, and analysis for fixed configuration and chassis Ethernet switches by form factor and speed (100M and 1G PoE switches and 100M, 1G, and 10G Ethernet switches). Fixed Ethernet switches are tracked by layer (layer 2, layer 3) and management (managed, unmanaged, web- managed).
Companies tracked for the ‘Ethernet Switch’ include:
3Com/H3C, Adtran, Alcatel-Lucent, Arista, Avaya, Blade, Brocade, Cisco, D-Link, Enterasys, Extreme, Force10, HP ProCurve, Huawei, Juniper, Linksys, NETGEAR and SMC.
The Infonetics’ enterprise router report provides worldwide and regional market size, market share, analysis, and forecasts for high-end, mid-range, branch, and low-end/SOHO routers, including port detail (T1/E1/J1, T3/E3/J3, OC3/ STM1, OC12/STM4 and other ports).
Companies tracked for the ‘Enterprise Router’ include:
3Com, ADTRAN, Avaya, Cisco, Huawei, Juniper, OneAccess.
VPEC volumizes with Aixtron
Taiwan firm will add eight 2600G3 IC MOCVD reactors to cope with demands.
The order was placed in the fourth quarter 2009 and was the single largest purchase of its kind for the company this year. The systems will be
June
www.compoundsemiconductor.net 51
The overall enterprise router market is up 4.5% compared to the same quarter last year.
Cisco posted a flat quarter in enterprise routers, balancing out a decrease in mid-range router sales with significant increases in high- end and low-end/SOHO router sales.
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