Cisco-Huawei Battling For Router Market Share
In the service provider and enterprise router market, China-based networking and telecommunications company Huawei is beginning to take a bite out of Cisco's share.
Cisco saw its combined service provider and enterprise router revenue decrease 2.4 percent in the first quarter, while Huawei 's router revenue increased 34 percent year over year. Cisco's router market share slightly decreased to 48.8 percent, while Huawei's increased -- now commanding 16.3 percent of the market.
"On the cloud provider front, we expect Cisco to be somewhat more challenged to maintain its leadership, addressing market trends around network disaggregation, DevOps and network virtualization," said Mehra.
Overall, the worldwide router market grew 3.3 percent on a year-over-year basis for the quarter, with a 4.9 percent increase in the service provider segment and 1.6 percent decrease in enterprise routing.