Dell’Oro Group, a source for market information about the networking and telecommunications industries, has announced that revenues in emerging voice infrastructure markets, which include Session Border Controller (SBC) and Voice Application Server (VAS), grew 30% year-over-year in the first quarter of 2011. The two largest market share participants in SBCs are Acme Packet and privately-held Huawei, while the largest VAS market participants are Broadsoft and privately-held GENBAND.
“There are some exciting trends underway in the voice infrastructure market today,” said Tam Dell’Oro, President at Dell’Oro Group. “While we had expected older softswitch and media gateway equipment sales to decline from last year, the Session Border Controller and Voice Application Server markets continued to experience exceptional growth.”
Overall, Carrier IP Telephony revenues of $1.8 billion fell three percent versus year-ago results. Significant operator activity in the past two quarters has resulted in IP Multimedia Subsystem (IMS) deployment, which is estimated to have experienced 26% year-over-year license growth. IMS is an Internet Protocol (IP) - based network over which both wireless and wireline networks can deliver advanced features such as video and high-quality voice calls.
“With Voice over Long Term Evolution technical demonstrations such as those at Verizon in the first quarter now behind us, we expect the IMS market may experience more strong growth in the future, with IMS core growth approaching $1 billion in the next five years,” Dell’Oro concluded.