Monday, May 25, 2009

Dell'Oro: Optical Transport Market Declines While Asia-Pac Grows 30%

The worldwide optical market declined 11 percent year-over-year led by a sharp contraction in the North American and EMEA regions that was slightly offset by an almost 30 percent growth in the Asia Pacific region, according to a new report from Dell'Oro Group. Asia Pacific was the largest market for optical equipment in the first quarter of 2009, an event that last occurred six years ago.

"The two countries that contributed to the strong growth in Asia Pacific were China and India as one is building a network to support 3G mobile services and the other deployed the equipment required to support the high number of new mobile phone subscribers," said Jimmy Yu, Director of Optical Transport research at Dell'Oro Group. "This dynamic shift in optical deployment to Asia Pacific had a number of effects including a movement towards SONET/SDH from DWDM, and a reallocation in the vendor landscape where vendors supplying China and India such as ECI Telecom, Huawei, Tejas and ZTE, have gained share and revenue compared to a year ago," Yu added.

The vendors with leading market share in the quarter were Huawei, Alcatel-Lucent, Nortel, and Fujitsu. Huawei was the lead worldwide vendor in the quarter with a market share gain of 8 percentage points above that in the first quarter last year.

See video highlights of this report:

1. What were some of your key findings in the 1Q09 Optical Report?

2. What's driving growth in Asia Pacific?

3. How has the growth in Asia Pacific affected the vendors?

4. Has your 2009 forecast changed?