Market research firm Infonetics Research has just released excerpts from its latest ROADM Components report, which tracks the reconfigurable optical add/drop multiplexer (ROADM) network equipment market and the wavelength selective switch (WSS) components within it (the latter is measured by spacing technology and degree count).
The firm’s biannual ROADM Components report provides market size, ROADM vendor market share, forecasts, analysis, and trends for ROADM optical network hardware and ROADM WSS components (1×4 or less 50GHz/100GHz and 1×5 or larger 50GHz/100GHz). Companies tracked include ADVA, Alcatel-Lucent, Capella, CoAdna, Ciena (Nortel), Cisco, ECI Telecom, Ericsson, Finisar, Fujitsu, Huawei, Infinera, JDSU, NEC, Nistica, Nokia Siemens Networks, Oclaro/Xtellus, Tellabs, Transmode, and others.
ROADM/ WSS COMPONENT MARKET HIGHLIGHTS:
- Unit shipment declines coupled with price reductions caused ROADM/WSS component revenue to fall 34% in the 1st half of 2012 (1H12) from the 1st half of 2011 (1H11)
- ROADM /WSS component revenue as a share of WDM ROADM equipment has fallen to a 5 year low of 6%
- No single vendor controls the WDM ROADM optical network equipment market
- Infonetics forecasts the ROADM WSS component market to grow at a 9.5% compound annual growth rate (CAGR) from 2011 to 2016
- Component growth will benefit from the rollout of new greenfield coherent 100G networks in 2014, particularly gridless ROADMs designed to support colorless, directionless, contentionless (CDC) architectures
“Growth in the overall WDM ROADM equipment market hasn’t been stellar, but it has far outstripped the declines seen in ROADM WSS units and revenue,” explains Andrew Schmitt, principal analyst for optical at Infonetics Research. “I think we have learned that the WSS market is more cyclical and tied to the ebb and flow of common equipment deployments.”
Infonetics had previously forecast a mixed market for optical network equipment, with OTN on the upswing and SONET/SDH declining sharply.
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