ZTE and Ciena Optical Revenue Increased the Most

REDWOOD CITY, Calif. – March 4, 2020 – According to 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, driven by WDM system sales, grew 6 percent in 2019. Two equipment manufacturers—ZTE and Ciena—increased their optical revenue the most, securing additional market share gains this year.

“The optical equipment market shined fairly bright this year,” said Jimmy Yu, Vice President at Dell’Oro Group. “Considering the Optical Transport market hasn’t posted a revenue growth rate greater than 4 percent in the past seven years, this was really a welcome surprise, brought on by continued demand for WDM systems across all regions. The most revenue contribution came from two regions: Europe, Middle East and Africa or EMEA for short and Asia Pacific,” added Yu.

Additional highlights from the 4Q 2019 Optical Transport Quarterly Report:

  • ZTE’s market share increased two percentage points in 2019 due to a strong sales recovery from last year’s U.S. ban. This lifted ZTE’s share across all regions with the exception of North America where ZTE no longer has meaningful revenue.
  • Ciena’s market share increased one percentage point in 2019 driven by the company’s rising sales in data center interconnect applications, driven by the success of its Disaggregated Transponder Unit or stackable systems sales.

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 100 Gbps, 200 Gbps, 400 Gbps, and 800 Gbps).  The report tracks DWDM long haul, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, data center interconnect (metro and long haul), and disaggregated WDM.  To purchase this report, please contact us at dgsales@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 https://www.delloro.com.

# # #