Infonetics: Top 3 Optical Nework Equipment leaders are Huawei, Alcatel-Lucent & ZTE

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Infonetics Research released vendor market share and preliminary analysis from its 2nd quarter 2013 (2Q13) Optical Network Hardware report. (Full report will be published August 23.)

 

2Q13 OPTICAL MARKET HIGHLIGHTS

 

  • The global optical network hardware market, including WDM and SONET/SDH equipment, totaled $3.3 billion in 2Q13
  • EMEA (Europe, Middle East, Africa) is operating at record low levels of optical capital intensity; positive capex rumbles from tier 1 carriers have yet to translate into more optical spending
  • The top 3 optical market share leaders in 2Q13 are, in rank order, Huawei, Alcatel-Lucent and ZTE
  • Alcatel-Lucent continues to decline on a year-over-year basis, though optical investment is set to increase in 2013 as part of its SHIFT Plan to double down on optical and routing
  • Ciena is well positioned to capture the torrent of 100G spending expected this year from AT&T and Verizon
  • Infinera is the fastest-growing supplier of optical WDM gear in Europe
 

ANALYST NOTE:

“We expected the optical hardware market to turn, particularly in North America, and that’s exactly what happened in the 2nd quarter. Total optical spending is up 27% quarter-over-quarter, and the WDM equipment segment is up 21% year-over-year,” notes Andrew Schmitt, principal analyst for optical at Infonetics Research.
“WDM spending accelerated dramatically in North America as a result of 100G deployments hitting the ground, and worldwide spending on 100G speeds is tracking close to 15% of all optical spending,” Schmitt adds. “China’s 100G deployments will begin in earnest as the year closes, led by China Mobile, and we’re anticipating more than 5,000 ports of 100G in China alone in 2013.”

OPTICAL CONFERENCE CALL

Clients, join Andrew Schmitt August 29 at noon ET for a live optical hardware market recap and outlook. Log in for password: www.infonetics.com/cgp/login.asp?id=714.

OTN WEBINAR

Join Andrew Schmitt Sept. 17 for The OTN Expansion: The Next Carrier Upgrade Cycle, a live event: http://w.on24.com/r.htm?e=658460&s=1&k=86531EAC4194B7C2D3149D6EA6B3BBD6

ABOUT THE OPTICAL REPORT

Infonetics’ quarterly optical hardware report provides worldwide and regional market size, market share, forecasts through 2017, analysis, and trends for metro and long haul SONET/SDH and WDM equipment, Ethernet optical ports, SONET/SDH/POS ports and WDM ports. Vendors tracked: Adtran, Adva, Alcatel-Lucent, Ciena, Cisco, Cyan, ECI Telecom, Fujitsu, Huawei, Infinera, NEC, Coriant (NSN), Tellabs, Transmode, ZTE and others. To buy the report, contact Infonetics: http://www.infonetics.com/contact.asp.
 
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Global Optical Transport Network (OTN) Equipment Industry
http://www.reportlinker.com/p01518541/Global-Optical-Transport-Network-OTN-Equipment-Industry.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Network_Equipment

This report is quite expensive at $4500 per copy.  It analyzes the worldwide markets for Optical Transport Network (OTN) Equipment in US$ Million by the following Product Segments: OTN Transport Equipment, and OTN Switching Equipment. The report provides separate comprehensive analytics for the US, Canada, Europe, Asia-Pacific, Middle East, and Latin America. Annual estimates and forecasts are provided for the period 2009 through 2018. The report profiles 47 companies including many key and niche players such as ADTRAN Inc., ADVA Optical Networking SE, Alcatel-Lucent, Aliathon Technology Ltd., Ciena Corporation, Cisco Systems, Inc., ECI Telecom Ltd., Ericsson, Fujitsu Limited, Huawei Technologies, Infinera Corporation, JDS Uniphase Corporation, NEC Corporation, Tellabs, Inc., and ZTE Corporation. Market data and analytics are derived from primary and secondary research. Company profiles are primarily based on public domain information including company URLs.

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