Coming back from a world wind Mobile World Congress with a record breaking number of customer meetings, Cisco received some great news from ACG Research, Cisco continues to be the #1 provider of the Mobile IP Infrastructure Market Share with over 39%.

In 2014 the average smartphone data usage grew 45 percent. The average amount of traffic generated per smartphone in 2014 was 819 MB per month, up from 563 MB per month in 2013. With the worldwide smartphone market growing 28.2% year over year in the fourth quarter of 2014 (2014 Q4), with shipments of 377.5 million units, according to data from the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker. For the full year, the worldwide smartphone market shipped a total of 1.3 billion units. This is a 27.7% growth from the 1.0 billion units of shipments in 2013.

With global mobile data traffic now forecasted to grow 10-fold from 2014 to 2019, with a compound annual growth rate of 57% according to the Cisco Mobile VNI 2015, we will have our work cut out servicing all of our customers Mobile IP Infrastructure needs, While globally there will be 5.2 Billion (69% of global population) mobile users by 2019, up from 4.3 Billion in 2014, a CAGR of 4.3%.

ACG Research came out with their new report recently the highlights of which I want to share with you. In this report Ray Mota notes that the Worldwide Mobile IP Infrastructure Market continues to rebound in Q4, 2014.

ACG Research maintains its views that online video continues to fuel mobile data traffic and the industry expects a tenfold increase in five years.  Mobile spending continues and is increasing globally as carriers in developed countries vie for top billing for fastest carrier, fueling LTE spending. 3G remains strong and continues to grow as developing economies upgrade and invest in this technology, while LTE growth continues in established markets. Mobile infrastructure will continue to be a highly dynamic market for the next several years as vendors and carriers work through new technologies.

Cisco maintains its position of market share leader. The vendor break down in the ACG Research report shows Cisco continues as #1 in Mobile IP Infrastructure including #1 in Packet Core (MPC & EPC)., #1 in Mobile Backhaul, and #1 Mobile IP Core.

Again this quarter Cisco has never been more focused on quality and innovation in its mobile business. For details, check out the ACG Research’s Q4 2014 blog and read on the Q4 2014 ACG Packet Core Results.

Q4 2014 ACG Mobile IP infrastructure Results Summary:

According to ACG Research:

  • Worldwide Mobile IP Infrastructure market was down slightly 3.2% in Q4 to $1.2 billion.
  • Mobile infrastructure will continue to be a highly dynamic market for the next several years
  • Packet Core (MPC + EPC) also grew this quarter to $487 million, 2.3% quarter over quarter
  • Mobile IP Backbone increased 3.5% QoQ to $190M

ACG Research IP Core

Our continued success has been the result of our relentless focus on quality and execution of new features and close collaboration with customers and partners. Our ability to supply our customers with our IP Infrastructure Software on either a purpose-built Cisco platform, or allow for placement on a COTS hardware platform with the same quality has been key.

I’ll be back real soon with more Cisco mobility updates from the analyst community and around the market as they happen. Stay tuned!

Meanwhile, we’d love to hear from you on what you’re looking forward to in the mobile market. Tweet us @CiscoSPMobility for questions or comments.


Jim O'Leary

Sr. Manager Mobile Solutions Marketing