WDM Revenue Grew 4 Percent Year-over-Year in Quarter

REDWOOD CITY, Calif. – November 20, 2019 – 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, there was stable demand for Optical Transport equipment in 3Q 2019. We estimate WDM revenue grew 4 percent year-over-year in the quarter.

“Demand for network capacity has not shown any signs of abating,” said Jimmy Yu, Vice President at Dell’Oro Group. “In the third quarter of 2019, the amount of capacity shipped on WDM equipment grew above 30 percent year-over-year, driving the WDM market up 4 percent. Once again, disaggregated WDM systems shined the brightest, continuing to grow year-over-year for a sixteenth consecutive quarter. In 3Q 2019, it grew 28 percent, reaching an annualized revenue of $1.4 billion,” added Yu.

Additional highlights from the 3Q 2019 Optical Transport Quarterly Report:

  • The only region reported to have declined in the quarter was the Asia Pacific.
  • The manufacturers with the highest WDM market share gains were Ciena and Huawei.
  • The market is shifting rapidly towards 200+ Gbps wavelengths, initiating a slowdown in demand for 100 Gbps wavelengths.

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 terrestrial, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, and data center interconnect (metro and long haul).  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.

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