May 18 2010
Market research firm Infonetics Research released vendor market share from the first quarter 2010 (1Q10) edition of its Optical Network Hardware forecast report.
ANALYST NOTES
"On the heels of a strong fourth quarter, the first quarter of 2010 showed the typical seasonal decline we've come to expect. The big question is: what lies ahead for China and Europe, as both regions face rising uncertainty as 2010 progresses. Europe gave back all of the gains from 4Q09, and then some; Asian capex continues to lead with Huawei being the prime beneficiary," notes Andrew Schmitt, Infonetics Research's directing analyst for optical.
OPTICAL MARKET HIGHLIGHTS
- Quarter-over-quarter, from 4Q09 to 1Q10, the worldwide optical network hardware market decreased 14% to $2.95 billion
- Asia Pacific is the only region that posted sequential growth in optical hardware revenue in 1Q10, up 4%
- Overall market leaders Huawei and Alcatel-Lucent have been within 2 market share points of each other for the past 6 quarters, taking turns in the lead
- ZTE posted the largest quarterly revenue share gain in 1Q10
- Fujitsu and Cisco posted large market share gains in the rapidly growing packet-optical (P-OTS) market segment
- WDM spending was stronger than SONET/SDH in 1Q10, as service providers transition from risk-averse capital spending practices
REPORT SYNOPSIS
Infonetics' quarterly optical report tracks Adtran, ADVA, Alcatel-Lucent, BTI, Ciena, Cisco, ECI, Ericsson, Fujitsu, Huawei, Infinera, NEC, Nokia Siemens Networks, Nortel, Sycamore, Tejas Networks, Tellabs, Transmode, Tyco, Xtera, ZTE, and others.
The report provides worldwide and regional market share, market size, forecasts through 2014, and analysis for metro and long haul optical network equipment, including SONET/SDH (ADMs and terminals, metro MSPPs and crossconnects), WDM (transport, ROADM, and long haul submarine line terminating equipment), and packet-optical transport systems (P-OTS).
The report also tracks the number of ports and revenue per port for WDM and SONET/SDH products by speed (Ethernet, SONET/SDH/POS, WDM), from below OC48/STM1 to 100G.
Source: https://ihsmarkit.com/index.html