Dell’Oro: Demand for Optical Transport equipment strong and headed for double-digit growth in NA

In a new report, the Dell’Oro Group states that the demand for Optical Transport equipment remained strong in North America during 2Q 2022. In the quarter, the North American market for Optical Transport grew 10 percent year-over-year.

“At this pace, we could be headed for another year of double-digit growth in North America,” said Jimmy Yu, Vice President at Dell’Oro Group. “While we expected another year of North American optical market expansion in 2022, we thought the growth rate could slow a bit after such a strong 2021.  However, considering the first-half results and higher than usual backlog held by equipment manufacturers, we think a double-digit rate of growth could occur in 2022. Our biggest concern, however, remains to be the component shortage and supply chain issues that have limited revenue growth for the past couple years,” added Yu.

Additional highlights from the 2Q 2022 Quarterly Report:

  • The worldwide Optical Transport market excluding China grew 2 percent in 2Q 2022 and is projected to grow a little over 4 percent in 2022.
  • The region with the lowest year-over-year growth rate in the quarter was Asia Pacific due to lower demand in China.
  • The system manufacturers with the highest share of North America Optical Transport revenue in the quarter were Ciena, Infinera, Cisco, and Fujitsu. These four vendors held a combined market share of approximately 85 percent.  Please see chart below:

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, and unit shipments (by speed including 100 Gbps, 200 Gbps, 400 Gbps, and 800 Gbps).  The report tracks DWDM long haul, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, data center interconnect (metro and long haul), and disaggregated WDM.

To purchase this report, please contact us at [email protected].

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