SOURCE: Infonetics Research

Infonetics Research

November 15, 2010 11:21 ET

Infonetics Research: Optical network hardware market up 16% in the West, Asia slowdown accelerating

BOSTON, MA--(Marketwire - November 15, 2010) - Market research firm Infonetics Research (www.twitter.com/infonetics) today released its third quarter 2010 (3Q10) Optical Network Hardware vendor market share report (the full report with forecasts will be published by Nov. 19).

ANALYST NOTE
"Optical network equipment spending returned in the EMEA region after many quarters of a weak recovery. Spending was particularly strong in advanced WDM systems while legacy SDH spending did not come back. All vendors that sell into the EMEA region saw solid gains except Huawei, which saw a significant drop in shipments," notes Andrew Schmitt, Infonetics Research's directing analyst for optical.

OPTICAL HARDWARE MARKET HIGHLIGHTS

  • Quarter-over-quarter, 2Q10 to 3Q10, the worldwide optical network hardware market increased 6.2% to $3.23 billion, led by healthy WDM equipment sales

  • Optical spending in the west (North America and the EMEA region) jumped 16% sequentially, as North America continued its multi-quarter recovery and big carriers in EMEA finally started spending on optical network equipment again

  • The optical spending slowdown in Asia Pacific that Infonetics forecasted last year is accelerating, with continued weak quarter-over-quarter and year-over-year performance

  • The ROADM equipment segment surged 25% quarter-over-quarter, setting a new high

  • Alcatel-Lucent returned to #1 market share position after 4 quarters, swapping places with Huawei after outperforming them in EMEA.

  • Infonetics' newly updated packet-optical transport systems (P-OTS) equipment category grew 11% sequentially based on strong spending from Verizon

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

The report provides worldwide and regional market share, market size, and analysis (forecasts and more in-depth analysis will be published by Nov. 19). Equipment tracked: metro and long haul optical network equipment, including SONET/SDH (ADMs and terminals, metro MSPPs and crossconnects), WDM (transport, ROADM, and long haul submarine line terminating equipment), and packet-optical transport systems (P-OTS). Also tracked: 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.

RELATED RESEARCH HIGHLIGHTS

RECENT AND UPCOMING RESEARCH
See OPTICAL on Infonetics' portal (http://www.infonetics.com/login) for more information:

SALES

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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