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  • counterpathip counterpathip Mar 14, 2014 1:45 PM Flag

    Infonetics: Carrier VoIP and IMS Market Gains 30% in 2013; Huawei, ALU, Ericsson, NSN Ride the VoLTE Wave

    ANALYST NOTE

    “The market for carrier VoIP and IMS shined in 2013 as mobile operators ramped for voice over LTE (VoLTE), and Huawei, Alcatel-Lucent, Ericsson, and NSN rode the wave, each putting up impressive 20%+ year-over-year growth,” reports Diane Myers, principal analyst for VoIP, UC, and IMS at Infonetics Research. “Though there’s still room for pure-play vendors and product specialists, the large equipment manufacturers benefit from long-standing relationships with mobile operators and broad product portfolios that extend well beyond carrier VoIP and IMS.”

    4Q13 CARRIER VOIP AND IMS MARKET HIGHLIGHTS

    For the full year 2013, worldwide service provider VoIP and IMS equipment revenue totaled $3.7 billion, up 30% from 2012

    Spending was particularly strong in the U.S., China, and Japan, where the mobile markets are large and operators are competitive, though all major regions posted strong growth from a year ago

    Mobile wasn’t the entire story: Fixed-line transformation projects are not dead, and there was a fair share of spending on class 5 replacement and voice over broadband (VoBB) and Session Initiation Protocol (SIP) trunking expansion

    Infonetics expects the forward spending that happened in 2013 across multiple areas in the carrier VoIP and IMS market to taper off as operators launch services and draw down significant inventory, creating lumpiness

    Sentiment: Strong Buy

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