Capex and equipment market update: 3Q09
Global wireline equipment sales declined by 16.0% in 3Q09 versus the year-ago quarter, a slight improvement over the 18.5% decline in 2Q09.In absolute terms, wireline equipment quarterly revenues of $7.77 billion were the lowest seen since 1Q07.Chinese vendors Huawei and ZTE continued to make impressive gains in market share, while Nokia Siemens Networks suffered unusually poor results.
EXECUTIVE SUMMARY
IN A NUTSHELL
OVUM VIEW
TREND POINTS TO GROWTH IN WIRELINE EQUIPMENT IN 1H10
RECESSION CONTINUES TO RESHAPE THE VENDOR LANDSCAPE
QUARTERLY RESULTS
GROWTH IN 3Q09 IS SCATTERED AMONGST INDIA, CHINA, MEA, AND NORTH AMERICA
EQUIPMENT SALES CONTINUE TO DECLINE IN 3Q09
VENDOR SHARE, RANK, AND REVENUE
LIST OF TABLES
Table 1: Revenue and capex growth in 3Q09 vs. 3Q08, constant exchange rates
Table 2: Notes on operators for 3Q09
Table 3: 3Q09 segment revenues versus 2Q09 and 3Q08 (global)
Table 4: Top 15 wireline equipment vendors based on rolling 4Q sales
Table 5: Telecom wireline equipment vendor market share rank by segment, based on rolling 4-quarter sales figures
Table 6: Telecom wireline equipment vendor revenues and share change
IN A NUTSHELL
OVUM VIEW
TREND POINTS TO GROWTH IN WIRELINE EQUIPMENT IN 1H10
RECESSION CONTINUES TO RESHAPE THE VENDOR LANDSCAPE
QUARTERLY RESULTS
GROWTH IN 3Q09 IS SCATTERED AMONGST INDIA, CHINA, MEA, AND NORTH AMERICA
EQUIPMENT SALES CONTINUE TO DECLINE IN 3Q09
VENDOR SHARE, RANK, AND REVENUE
LIST OF TABLES
Table 1: Revenue and capex growth in 3Q09 vs. 3Q08, constant exchange rates
Table 2: Notes on operators for 3Q09
Table 3: 3Q09 segment revenues versus 2Q09 and 3Q08 (global)
Table 4: Top 15 wireline equipment vendors based on rolling 4Q sales
Table 5: Telecom wireline equipment vendor market share rank by segment, based on rolling 4-quarter sales figures
Table 6: Telecom wireline equipment vendor revenues and share change
LIST OF FIGURES
Figure 1: Quarterly growth rate of fixed network equipment revenues
Figure 2: Year-over-year changes in exchange rates, 1Q07–3Q09
Figure 3: Telecom equipment market segment revenue trends (wireline)
Figure 1: Quarterly growth rate of fixed network equipment revenues
Figure 2: Year-over-year changes in exchange rates, 1Q07–3Q09
Figure 3: Telecom equipment market segment revenue trends (wireline)
