Capex and equipment market update: 1Q09

Wireline equipment sales fell 13% in 1Q09, with all segments down. There was strong capex growth in India, China, and South America, weak growth in Europe, and declines in North America and Asia-Pacific. Emerging markets will be key to growth in 2009.

Report Highlights

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Executive summary
In a nutshell
Ovum view
Recession impact has arrived
Emerging markets will be key for next 12–24 months
Quarterly results
Emerging markets show resilience in 1Q09
Equipment sales show recession impact in 1Q09
Vendor share, rank, and revenue
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List of Tables
Table 1: Operator revenues and capex, 1Q09 vs. 1Q08 (global)
Table 2: Notes on operators for 1Q09
Table 3: 1Q09 segment revenues versus 4Q08 and 1Q08 (global)
Table 4: Top 15 wireline equipment vendors based on rolling 4Q sales as of 1Q09
Table 5: Telecom wireline equipment vendor market share rank by segment
Table 6: Telecom wireline equipment vendor revenues and share change
List of Figures
Figure 1: Fixed network equipment revenue growth vs. year-earlier quarter
Figure 2: Exchange rate changes over time, 1Q07–1Q09
Figure 3: Telecom equipment market segment revenue trends (wireline)
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