Alcatel-Lucent (NYSE: ALU), Juniper and ZTE router sales jumped in the third quarter as shipments at these three companies to service provider customers outpaced the market, says Dell'Oro Group in a new report. According to the research firm, core router sales rose 9 percent year-over-year, following strong growth in the second quarter of 2015.
Within the overall segment there were a number of variations. The growth of core routers was driven by ongoing buildouts of 100 Gbps Ethernet backbones, a trend that Alam Tamboli, senior analyst at Dell'Oro Group, said in a release will "continue into 2016 as newer core router platforms and line cards go from test to deployment stages, and next generation 100 Gbps Ethernet optical interfaces become available."
However, edge router sales declined while access rose. From a regional perspective, Tamboli said that China continued to be the dominant market, but spending on mobile backhaul applications has softened. Release