From a market segment perspective, the relative strength in the single-codec telepresence and the personal videoconferencing segments, which grew 28.5 percent and 52.6 percent year over year respectively, were offset by weakness in the multi-codec immersive telepresence and the “other” videoconferencing components segments, both of which saw year-over-year declines of 38.7 percent and 2.8 percent, respectively. The first quarter of 2012 was the fifth consecutive quarter of year-over-year declines for the immersive telepresence segment, clear evidence of the ongoing trend of video pushing down market into the enterprise. “The high-end, immersive telepresence market has been taking a hit lately as lower-cost, HD-quality video solutions, along with a range of new video deployment options for customers, have emerged,” said Rich Costello, senior analyst at IDC. “We still expect overall positive video market growth for the next several years though, driven by the impact of video integrated with vendors’ unified communications and collaboration portfolios, and with increasing strength among small workgroup, desktop, and mobile collaboration users.” Key vendor updates
? Cisco’s 1Q12 results beat the overall market with 30.7-percent year-over-year growth. Cisco remains the clear market leader and now holds 50.6 percent of the market, which is an improvement over its 44.3-percent share in 1Q11 but a decrease from its 54.3-percent market share in 4Q11.
? Polycom’s revenue declined 8.9 percent year over year and 20-percent quarter over quarter in 1Q12. Polycom’s market share now stands at 26.3 percent, down from its 33.1-percent share in 1Q11 but slightly up from its 26-percent market share in 4Q11.
? Lifesize (Logitech) revenue increased 2.3 percent year over year and 2.6-percent quarter over quarter in 1Q12 and remains the third largest player in the market.
? Vidyo outperformed in 1Q12 with market leading 82 percent year-over-year and 6.6 percent quarter-over-quarter growth.“Despite the 1Q12 performance that was somewhat below expectations, especially in comparison with the results witnessed in the previous three quarters, the enterprise videoconferencing and telepresence market remains one of the fastest growing networking technologies,” said Petr Jirovsky, senior research analyst at IDC. “The enterprise videoconferencing and telepresence market continues to place high on the list priorities for many CIOs.”]]>