Cisco's Q4 Ethernet switch revenue improves while HP takes a hit

HP's Ethernet switch revenue dropped 5 percent in the fourth quarter vs. the fourth quarter of 2010, while market leader Cisco gained 3.3 percent, according to the latest IDC research.

Share

HP's Ethernet switch revenue dropped 5 percent in the fourth quarter vs. the fourth quarter of 2010, while market leader Cisco gained 3.3 percent, according to the latest IDC research.

The biggest gainer in the quarter was Huawei, which almost doubled its revenue. Juniper had an 18 percent gain and Brocade was up 16 percent in a Layer 2-3 market that saw 5 percent growth overall in the fourth quarter, to $5.7 billion (£3.6 billion).

Cisco's revenue dropped 4.4 percent for the year while HP's remained flat at .2 percent. Huawei gained 37 percent, Juniper 19 percent and Brocade 5 percent for the year, IDC found.

In terms of revenue share, Cisco once again topped the leader board with 64 percent share, though it was down 3 percent from 2010. HP has been flat since 2009 at 9 percent, and Alcatel-Lucent was third at 3 percent, essentially flat from 2010.

Juniper logged 2.3 percent share, up from 1.9 percent in 2010; Brocade was also at 2.3 percent, essentially flat from 2010. Huawei had a 1.8 percent share, up from 1.3 percent in 2010.

In ports, 10G Ethernet switch revenue increased 32.9 percent year over year, and 5.1 percent over the prior quarter, IDC found. Port shipments of 10G Ethernet grew to a record 2.8 million ports in the quarter, and for the full year, 10G Ethernet market revenue grew 26.5 percent over 2010, while port shipments more than doubled during the same period, according to the firm.

Growing rapidly is 40G Ethernet, which reached over 12,000 ports in the fourth quarter.

Gigabit Ethernet declined slightly from last year, from $3.7 billion (£2.3 billion) to $3.64 billion (£2.3 billion) in the fourth quarter. Fast Ethernet declined from $700 million in 2010's fourth quarter to $553 million (£348.7 million) in fourth quarter 2011, a reduction of 21 percent.

"Recommended For You"

Need Ethernet switches? Buy now, report says Dell and Cisco grow despite tough server market in Q1