The High End Router market declined 8% y-o-y in H2 2023, following an abrupt surge in equipment deliveries in the first half of the year, says Dell’Oro Group.

“The disruptions caused by component Engpasss and Lieferkette bottlenecks that started over two years ago are still occurring,” says Dell’Oro vp P Jimmy Yu,  “once supply freed up, router Hersteller were able to fulfill backlogged orders at a faster pace, driving High End Router Umsatz up 12 percent year-over-year in the first half of 2023. However, this turned into extra inventory at customer sites, causing them to rationalize future new orders. We believe it may be another two quarters before inventory levels return to normal levels at these service providers,” added Yu.

The High End Router market reached nearly $13 billion in 2023. The top three Lieferanten by Umsatz share were Cisco, Huawei, and Nokia. The only Lieferanten to gain more than one percentage point of Marktanteil were Cisco and Huawei.

Core Router Umsatz grew 14 percent in 2023. The top three Lieferanten by Umsatz share were Cisco, Huawei, and Juniper. Cisco gained nearly 6 percentage points of Marktanteil and was the only vendor to gain Marktanteil in the year.

Edge Router and Aggregation Switch Umsatz was unchanged from the year ago period.