Cignal AI Raises Forecast for Asia Optical Hardware Market while NA declined for 8th consecutive quarter

Optical hardware sales throughout Asia surged in 3Q18, fueled by double digit increases in China and Japan, and a turnaround in India, according to the third quarter 2018 (3Q18) Optical Hardware Report from research firm Cignal AI. With strong momentum expected to continue, we raised our estimates for Asia.

North America continued to decline for the eighth consecutive quarter, as weakness in the traditional operator market was not offset by strong sales to cloud and color operators.

“China bounced back more quickly than expected following the ZTE shutdown, and outside vendors Nokia and Ciena saw a triple-digit increase in Japan during the third quarter,” said Scott Wilkinson, lead analyst, Optical Hardware for Cignal AI. “RoAPAC contributed to the success in Asia as well. While we expected a slight slowdown this year there will likely be net increases for the year, driven largely by sales in India.”

Other findings in the 3Q18 Optical Hardware Report;

  • Ciena was the only vendor among the top 5 that grew revenue in North America, thanks to sales to cloud and colo operators.
  • EMEA saw double-digit growth during the quarter, and this momentum is anticipated to continue given traditional fourth-quarter spending increases.
  • An expected turnaround in CALA did not materialize, as spending in the region continued to decline.

Optical Vendor Summary Reports

A new feature of the Optical Hardware Report this quarter are Optical Vendor Summary Reports which examine in depth the most recent quarterly results and items of interest about vendors in the optical market. Reports this quarter cover ADVACienaFujitsuHuaweiInfinera/Coriant and Nokia.

About the Optical Hardware Report

The Cignal AI Optical Hardware Report is published quarterly and includes market share and forecasts for optical transport hardware used in optical networks worldwide. The analysis includes an Excel database as well as PDF and PowerPoint summaries. Subscribers to the Optical Hardware Report also have access to Cignal AI’s real-time news briefs on current market events, Active Insight.

The report examines revenue for metro WDM, long-haul WDM and submarine (SLTE) equipment in six global regions and includes detailed port shipments by speed. Vendors in the report include Adtran, ADVA, Ciena, Cisco, Coriant, ECI, Ekinops, Fiberhome, Fujitsu, Huawei, Infinera, Juniper Networks, Mitsubishi Electric, MRV, NEC, Nokia, Padtec, Tejas, Xtera and ZTE.

Full report details, as well as articles and presentations, are available on the Cignal AI website.

 

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