There is now dramatic evidence that Cisco’s focus on intelligent, efficient, end-to-end services via the IP network is transforming the mobile vendor landscape. As mobile operators shift more of their expenditures from the RAN to the packet core to unleash innovative new services and to IP backhaul to more efficiently and economically offload data traffic, Cisco is becoming the vendor of choice.
Numbers Tell the Story
According to the Q3 2011 Worldwide Mobile IP Infrastructure report just published by ACG Research, mobile operators in large numbers are embracing the shift from radio-centric to IP-centric investments. That conclusion is based on these findings:
- Quarterly segment revenue has nearly doubled in three years: Since 2008, the worldwide mobile IP infrastructure market (mobile IP backbone, mobile IP backhaul, and packet core) has gone from $550 million in the first quarter of 2008 to more than $1 billion in the third quarter of 2011
- Brisk year-over-year growth: The total mobile IP infrastructure market grew 14% year over year -- Q3 2011 vs. Q3 2010. This includes 10% growth in infrastructure for mobile IP backbone, 10% growth in infrastructure for mobile IP backhaul routing and switching, and 20% growth in infrastructure for packet core (which includes Mobile Packet Core covering 2G and 3G and Evolved Packet Core covering 4G) Read More »