Sunday, August 3, 2008

Video: Dell'Oro's Five Year Optical Transport Forecast

Total worldwide Optical Transport equipment revenue is forecasted to exceed $13 billion in 2012, in large part due to strong growth in the WDM segment, according to a newly released Optical 5-year forecast report by Dell'Oro Group.

Dell'Oro Group forecasts WDM equipment by port and wavelength shipments. In the DWDM Long Haul segment, Dell'Oro Group forecasts 40 Gbps wavelengths to become a significant portion of DWDM Long Haul sales, contributing almost 30 percent of revenues in 2012.

"WDM equipment that is used for networking the metro and interconnecting the metro to the long haul is forecast to be the strongest area of optical transport deployment over the next five years," said Jimmy Yu, Director of Optical Transport research at Dell'Oro Group. "We anticipate revenues from WDM Metro sales to grow over 80 percent from 2007 levels, as broadband access continues to migrate to higher speeds and users consume more bandwidth watching videos and sharing pictures," added Yu.

1. How healthy
is the global Optical Transport Market? 
Which geographic regions are hot?

2. Metro vs. Long-haul Markets

3. Are the new product categories (ROADMS, Carrier Ethernet switches, etc)
now displacing legacy gear, (SONET ADMs, etc)?

4. How fast is the 40G market emerging? 

5. Which companies are positioned for leadership in 40G?