Week in Research: Enterprise telephony, telecom equipment markets cautious on spending, for now

Enterprise Telephony: World enterprise telephony and endpoint markets took a hit in 2009, with sales falling and the final drum sounding for technology giant Nortel, but Frost and Sullivan believes recovery is beginning to take hold. The recession's effects will linger for another 12 to 18 months, the research firm says in a new report, with TDM (time-division multiplexing) experiencing a market slide. Much hinges on innovation and continued investment in IP telephony, but spending on IT and communications solutions will pick up steam in North America this year and spread to Europe in the 2011-2012 timeframe. News release.

Worldwide Telecom Equipment: Likewise, telecom equipment worldwide saw a painful 3.6 percent decline in infrastructure in 2009, and a 4.8 percent drop in capex, according to an IDATE report. Operators are staying cautious this year, but a continued focus on high-speed and mobile broadband upgrades, including announcements by major incumbents in the U.S. and UK to massively deploy FTTX, bodes well for increasing growth through 2015. News release.

3D TV on the rise: 3D TV will see more viewers soon, says Informa, but the market will be far from mature even by 2015, and IPTV viewers' adoption of 3D technology will lag behind cable and DTH. In the United States, some 766,000 customers will be wearing the goofy glasses five years from now, with France a few hundred thousand behind (426,000) and Japan rounding up the top three at 418,000 viewers. Story.

Video Rising: Despite "a significant drop in revenue," Huawei is clinging to its market share lead in video-on-demand and streaming content services, with ARRIS and Motorola close behind, Infonetics Research finds in its just-released report on video infrastructure revenues.  The findings are part of three reports on the video, IPTV and set-top box markets published this week. News release.

Infonetics 2010 VoD market