REDWOOD CITY, Calif. – November 18, 2015 – In a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, the Optical Transport equipment market slightly declined year-over-year, reaching $3.1 billion. The decline was due to softer sales in the quarter across all technology segments with the exception of WDM Metro.
“The third quarter was a mix of highs and lows,” said Jimmy Yu, Vice President at Dell’Oro Group. “The WDM Metro market grew sharply higher year-over-year, but in the same period, DWDM Long Haul growth stopped. While the Americas regions grew with a sharp rebound in North America, the other two regions—EMEA and Asia Pacific—declined further,” added Mr. Yu.
Third quarter market highlights
- Ciena’s acquisition of Cyan and Infinera’s acquisition of Transmode closed in the middle of the quarter. With the inclusion of Cyan, we estimate Ciena captured the second highest Optical Transport market share in the quarter, below Huawei’s and above ZTE’s.
- WDM Metro revenue grew 16 percent year-over-year in the quarter driven by higher demand for metro capacity and the increased use of higher speed DWDM optics such as 200 Gbps.
- Demand for 200 Gbps wavelength speeds picked up sharply in the quarter at a rate higher than previously forecast. Factors driving this pick up include availability from multiple vendors, benefits of inventory management, and better dollar-per-bit pricing.
About the Report
The Dell’Oro Group Optical Transport Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers’ revenue, average selling prices, unit shipments (by speed including 40 Gbps, 100 Gbps, and >100 Gbps). The report tracks DWDM long haul terrestrial, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, and optical packet platforms. To purchase this report, call Matt Dear at +1.650.622.9400 x223 or email Matt@DellOro.com.
About Dell’Oro Group
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.