SOURCE: Infonetics Research

Infonetics Research

December 07, 2009 13:08 ET

Infonetics Research: N. American optical network hardware market continues to rebound, Asia slowing

BOSTON, MA--(Marketwire - December 7, 2009) - Market research firm Infonetics Research released its third quarter (3Q09) Optical Network Hardware report. Highlights follow.


"While the overall optical network hardware market dipped in the third quarter, led by slight declines by heavy hitters Huawei and Alcatel-Lucent, the North American market inched up again, a trend we expect to continue. The other major regions were down this quarter, although we expect a strong fourth quarter across the board. Asia is at risk for a liquidity-related 'Black Swan' event if the loose lending comes to an end, but the region is on track to overtake all others as the largest optical network hardware market in 2009 and well into the future, albeit at a slowing growth rate," forecasts Andrew Schmitt, directing analyst for optical at Infonetics Research.

"On a related note, our prediction early this year that Huawei would seize the title of optical network equipment market share leader in 2009 is pretty much in the bag," Schmitt adds.


--  Following a 7% increase in 2Q09, worldwide optical network hardware
    revenue decreased 2.5% in 3Q09, to $3.3 billion
    --  The North American market grew 4%, while Asia, EMEA, and Central
        and Latin America were all down
--  Next generation WDM optical equipment revenue grew 7% sequentially in
    3Q09, indicating that telecom carriers are allocating more money toward
    forward-looking infrastructure plans
--  Alcatel-Lucent continues to lead the long haul optical market, although
    Huawei has increased its revenue market share by 80% over the last two
    years, while ALU has dropped a point
    --  Infinera passed Ericsson and Nortel in long haul optical network
        equipment revenue in 3Q09
    --  40G port shipments were down sharply
--  Packet optical transport system (P-OTS) deployments are ramping rapidly
    in North America, and Fujitsu, Tellabs, Cisco, and Alcatel-Lucent are
    seeing excellent growth
    --  The battle between P-OTS and IP over WDM technology will be an
        interesting one to watch


Infonetics' quarterly optical report tracks Adtran, ADVA Optical, Alcatel-Lucent, BTI, Ciena, Cisco, Corrigent, ECI, Ericsson, Fujitsu, Huawei, Infinera, NEC, Nokia Siemens Networks, Nortel, Sycamore, Tejas Networks, Tellabs, Transmode, Turin, ZTE, Xtera, and others.

The report provides worldwide and regional market share, market size, forecasts through 2013, and analysis for metro and long haul optical network equipment, including SONET/SDH (ADMs and terminals, MSPPs, crossconnects), WDM (transport, ROADM), and POTS. The report 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.


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From the portal, go to RESEARCH, then OPTICAL.


--  Larry Howard, Vice President:, +1 (408) 583-3335
--  Scott Coyne, Senior Account Director:, +1


-- WSS component market exploding due to aggressive carrier deployments of ROADMs

-- Carriers rank Nortel as top 40G/100G technology leader in optical equipment vendor survey

-- ZTE, NEC take share in Asia optical network hardware market; ZTE passes Alcatel-Lucent

-- Internet content providers (Google, Yahoo, MSN, etc.) represent an exciting, small but growing segment in the optical network hardware market


-- 10G/40G/100G Optical Transceivers (March 2010)

-- Optical Network Hardware in Europe, Middle East, Africa (April 2010)

Infonetics Research is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.

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