Cisco and Juniper Networks both lost substantial share in the carrier switch and routing market in 2009, according to Infonetics.
The research firm said Cisco and Juniper's combined market share fell from 69% in 2008 to 59% in 2009. Huawei and Alcatel-Lucent gained much of the share these companies lost.
Smaller player Tellabs joined the list of the five biggest routing and switching vendors during the year, pushing Ericsson off the list.
The overall market fell 12% to $11.1 billion (€8.1 billion) in 2009, but rebounded with 17% growth in Q4, with all of the top six router vendors posting strong double-digit revenue increases.
“We expect modest growth in the router segment to continue in 2010 as carriers carry out fixed-mobile convergence strategies for their router networks,” Infonetics principal analyst Michael Howard said.
The only region to post year-over-year growth in IP edge and core router revenue was Asia-Pacific, where sales increased 19% in 2009. Telecom stimulus measures by the Chinese government helped promote this growth.
The EMEA market declined by around 15% year-on-year, but grew by over 25% in Q4, Infonetics added.