Showing posts with label Dell'Oro. Show all posts
Showing posts with label Dell'Oro. Show all posts

Sunday, August 11, 2019

Dell'Oro: 5-year telecom equipment/services to grow at 1% CAGR

Dell'Oro is predicting the overall telecom equipment and services market to grow at a 1% CAGR through 2023, growing from $121 billion in 2018 to $129 billion by 2023.

Some highlights from Dell'Oro:

  • In order to cope with mobile data traffic that continues to grow at an unabated pace and flattish revenue trends, operators are balancing their investments carefully between the supply side related challenges and the opportunities from a demand perspective. The need to reduce TCO has been a catalyst for the overall 4G to 5G migration acceleration, benefitting not only RAN equipment but also the demand for core, transport, and services.
  • Total Transport Market – including Microwave and Optical – is projected to grow at a 3% CAGR. 
  • The demand for Mobile Backhaul is projected to grow at a 3% CAGR while the overall RAN market is projected to grow at a 2% CAGR, over the forecast period.
  • Overall 5G infrastructure projections – including 5G RAN and 5G Core – were revised upward, reflecting a more optimistic view about the 5G Core market.
  • The adoption of 400 GE will help to advance the SP Router market and offset flat growth expectations for Broadband Access.
  • Following five years of contractions, Network Equipment Services revenue growth is expected to improve, buoyed by improving market sentiment for telecom equipment. 
  • Total Network Equipment Services revenue – including Managed Service, Network Rollout Service, and Consulting Service – is projected to grow at a low-single digit growth rate over the forecast period.

https://www.delloro.com


Dell'Oro: 100 Gbps port shipments to peak in 2020

400 Gbps shipments are forecast to surpass 15 M switch ports by 2023, according to a recently published report by Dell’Oro Group. 100 Gbps port shipments are expected to peak in 2020, but still comprise more than 30 percent of data center switch ports during the next five years.

“The first wave of 400 Gbps switch systems based on 12.8 Tbps chips were introduced in the market in the second half of 2018,”said Sameh Boujelbene, Senior Director at Dell’Oro Group. “However, we do not expect material adoption of 400 Gbps until 2020 due to the lack of high volume, low cost 400 Gbps optics. The only Cloud Service Provider that started deploying 400 Gbps was Google, opting for 2×200 Gbps optics with an earlier time-to-market. Meanwhile, we expect other Cloud Service Providers, for instance Amazon, Facebook and Microsoft, to keep deploying 100 Gbps, and to probably use higher density 100 Gbps switch systems based on the 12.8 Tbps chips to lower costs,” added Boujelbene.

The Ethernet Switch – Data Center 5-Year Forecast Report provides more details about the timing of 100/200/400/800 Gbps and how the use cases may vary depending on the SerDes lane and market segment driving the speed.

https://www.delloro.com/news/400-gbps-shipments-to-surpass-15-m-switch-ports-by-2023/

Thursday, July 25, 2019

Dell'Oro: Growth forecast for 10 Gbps EPON and XGS-PON

Global PON equipment market revenue is forecast to reach $7.3 B by 2023, according to a new report from Dell'Oro Group.

The growth will be driven by spending on new 10 Gbps EPON and XGS-PON deployments, and on maximizing existing 2.5 Gbps GPON networks.

“Fiber deployments continue to expand around the world, thanks to increased competition and an improved funding environment for both public and private networks,” noted Jeff Heynen, Research Director at Dell’Oro Group. “Today’s XGS-PON trials are quickly moving to production deployments, positioning operators to compete with cable DOCSIS 3.1 networks,” continued Heynen.

Additional highlights from the Broadband Access 5-Year Forecast Report:

  • Broadband Access market projected to increase at a 4 percent compounded annual growth rate (CAGR) over the forecast period.
  • Spending on cable infrastructure will only reach $1.6 B by 2023, as cable operators slow their Converged Cable Access Platform (CCAP) purchases while focusing on their Distributed Access Architecture (DAA) deployments.
  • VDSL Profile 35b and Gfast will offset some, but not all of the revenue loss from declining ADSL and VDSL port shipments. Some major Gfast deployments are already seeing signs of shrinking, as operators increase their investments in fiber.

https://www.delloro.com/news/global-pon-equipment-market-revenue-forecast-to-reach-7-3-b-by-2023/

Wednesday, July 17, 2019

Dell'Oro: Coherent DWDM market to hit $16B by 2023

Driven by 200+ Gbps wavelength shipments, the coherent DWDM revenue is forecast to reach $16 billion by 2023, according to Dell’Oro Group.

“The 100 Gbps growth cycle is behind us,” said Jimmy Yu, Vice President at Dell’Oro Group. “This doesn’t mean that coherent 100 Gbps wavelengths are no longer needed. It is just that with new 60 Gbaud and soon to be released 90 Gbaud based line cards, the reach of 200 Gbps and 400 Gbps coherent signals can reach much further and help service providers lower their cost-per-bit. Which we consider excellent reasons to choose 200+ Gbps wavelengths. So, we are predicting 100 Gbps wavelength shipments to decline during the next five years while 200+ Gbps wavelength shipments grow at a 50 percent compounded annual growth rate (CAGR),” continued Yu.

Additional highlights from the Optical Transport 5-Year Forecast Report:

  • The total WDM market comprising metro and long haul systems is forecast to grow at a 5 percent CAGR. WDM Metro will slightly outpace DWDM Long Haul growth during the forecast period.
  • Disaggregated WDM systems are projected to exceed $3 billion in revenue by 2023.
  • 200 Gbps wavelengths are forecast to comprise the highest share of shipments in three years.
  • 800 Gbps wavelength shipments are projected to begin ramping in 2020.

https://www.delloro.com/news/coherent-dwdm-revenue-forecast-to-reach-16-billion-by-2023/

Monday, June 10, 2019

Dell'Oro: Broadband access equipment revenue dipped to $2.9 B in 1Q19

Global revenue for broadband access equipment declined 2 percent Y/Y in 1Q 2019, reaching $2.9 billion, according to a new report from Dell'Oro Group. Increased shipments of XG-PON1, XGS-PON, NG-PON2 OLT ports, and DOCSIS 3.1, CPE offset CCAP spending declined for the second straight quarter.

Additional highlights from the 1Q 2019 Broadband Access Quarterly Report:

  • Total cable access concentrator revenue decreased 38 percent Y/Y to $275 M, driven by a strong slowdown in CCAP channel purchases in North America and EMEA.
  • Total DSL port shipments decreased 21 percent Y/Y, with ADSL ports down 71 percent and VDSL ports down 20 percent.
  • Total PON OLT port shipments increased 7 percent Y/Y, with XGS-PON ports up 337 percent.
  • Total SOHO WLAN units increased 13 percent Y/Y, driven by the driven by 19% Y/Y growth in broadband CPE with WLAN and 125% Y/Y growth in mesh router units.

“The 10 Gbps FTTH deployments continue to build momentum,” said Jeff Heynen, Research Director, Broadband Access and Home Networking. “The next-gen fiber increases nearly offset the weakness in cable CCAP spending, as cable operators push off new capacity purchases while they determine how to move forward with distributed access architectures,” explained Heynen.

Sunday, June 9, 2019

Dell'Oro: SP core router market fueled by 100GE adoption

The worldwide Service Provider Core Router market grew 7 percent year-over-year in 1Q 2019, according to a recently published report by Dell’Oro Group, driven by telecommunications and cloud operators upgrading networks with 100 Gigabit Ethernet technologies.

According to the report, 100 GE router port shipments hit a record level in 1Q 2019.

“Network operators are benefitting from lower prices of 100 GE products to add capacity to their backbone and metro networks—the volume of 100 GE port shipments almost doubled year-over-year,” said Shin Umeda, Vice President at Dell’Oro Group. “Demand for core routers was strong in the Asia-Pacific region and in Europe, more than offsetting lower sales in North America,” added Umeda.

Additional highlights from the 1Q 2019 Router & Carrier Ethernet Switch Quarterly Report:

  • Cisco was the top-ranked Service Provider Core Router vendor, followed by Huawei, and Juniper.
  • The Service Provider Edge Router market increased 2 percent year-over-year, showing some early, yet modest effects 5G backhaul upgrade projects.

http://www.delloro.com/news/service-provider-core-router-market-fueled-100-gigabit-ethernet-adoption

Dell’Oro: Slowdown in cloud CapEx growth

A slowdown in cloud CapEx growth rate weighed on the Data Center Switch market growth in 1Q 2019, according to a new report from Dell'Oro Group.  The year-over-year growth of Data Center Switching revenue fell below 5 percent for the first time in almost five years.

Some highlights from Dell'Oro's 1Q 2019 Ethernet Switch – Data Center Quarterly Report:

  • 25 GE and 100 GE composed about half of the market revenue and two-thirds of shipments.
  • 400 GE shipments continued to ramp for the second consecutive quarter, albeit driven mostly by Google.
  • 100 GE ports are expected to nearly double in 2019, while the 400 GE refresh cycle is not expected to have a material effect until 400 GE optics become available in 2020.

“The deceleration of Cloud capex spending started in 2H 2018 but appeared more severe at certain Cloud Service Providers (SPs) this quarter. However, our analysis of Cloud capex indicates that the second half of this year will grow at a higher rate,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Despite this deceleration, Arista, one of the vendors with high exposure to Cloud SPs, managed to gain share to capture 20 percent of the North American market, while Cisco was the top-ranked vendor with more than 40 percent share,” added Boujelbene.

Tuesday, May 14, 2019

Dell'Oro: Huawei and Samsung gain share in RAN

The mobile infrastructure radio access network (RAN) market is off to a good start in 2019, according to a new report from Dell'Oro Group. Faster than expected uptake of Massive MIMO and 5G NR added fuel to the upswing that began in the second half of 2018.

"The upswing that began in the second half of 2018 extended into 1Q 2019 as market conditions continued to improve fueled by synchronized growth across China, U.S., and Korea to address data traffic growth, low-band LTE coverage expansions, and initial 5G NR deployments," said Stefan Pongratz, Senior Director with the Dell'Oro Group. "Even though we have not made any material adjustments to the overall short-term outlook, it is worth noting that 5G NR Massive MIMO shipments developed at a faster pace than expected in the quarter while the price points for these 5G NR Massive MIMO systems are trending at lower levels than we had initially projected, changing the upside and downside risks to the short-term forecast," continued Pongratz.

Following are additional highlights from the 1Q 2019 RAN report:

  • Huawei and Samsung recorded the largest overall RAN revenue share gains Y/Y.
  • North America and the Asia Pacific regions are projected to lead the RAN market in 2019.
  • Massive MIMO transceiver shipments expected to eclipse 20 Million in 2019.

Monday, March 25, 2019

Dell'Oro: Sales of broadband access equipment rose 8% in 4Q18

Global revenue for broadband access equipment revenue reached $3.4 billion, growing 8 percent Y/Y in 4Q 2018. Increased shipments of GPON OLTs and DOCSIS 3.1 CPE offset CCAP spending declines, according to a new report from Dell'Oro Group.

“FTTH deployments globally continue to show strength,” said Jeff Heynen, Research Director, Broadband Access and Home Networking. “Both 2.5 Gbps GPON and 10 Gbps EPON equipment marked Y/Y increases, particularly in China. The gains on the telco side helped to offset surprising weakness in cable CCAP spending, as MSOs delay new capacity purchases while they determine how to move forward with distributed access architectures (DAA),” explained Heynen.

Some highlights from Dell'Oro's 4Q 2018 Broadband Access Quarterly Report:

  • Total DSL port shipments increased 16 percent Y/Y, with VDSL ports increasing 13 percent and Gfast ports increasing 232 percent.
  • Total PON ONT unit shipments increased 6 percent Y/Y, driven by strong demand for 2.5 Gbps GPON units in China and the Asia-Pacific region as a whole.
  • Total cable access concentrator revenue decreased 18 percent Y/Y to $380 M, driven by a slowdown in CCAP license purchases in North America.
  • 2.5 Gbps GPON, 10 Gbps EPON, and G.fast equipment all saw spending increases in the quarter.


Thursday, March 7, 2019

Dell'Oro: Wireless Packet Core revenues up 7% in 4Q18

Wireless Packet Core (WPC) market revenues grew 7 percent Y/Y in 4Q 2018, according to a new report from Dell'Oro Group. For the full-year 2018, Huawei was the top-ranked vendor, achieving this annual designation for the first time ever.

Other findings in the report for the top-three Core vendor rankings for the full-year revenues in 2018 were as follows:

  • Wireless Packet Core (2G/3G/4G): Huawei, Ericsson, Nokia
  • Traditional Packet Core (2G/3G): Huawei, Ericsson, Nokia
  • Evolved Packet Core (4G): Ericsson, Huawei, Nokia

"The modest growth of the WPC market in 4Q 2018 was due to the 4G Evolved Packet Core (EPC) technologies that service providers are using for 4G networks, but also for EPC use in upcoming 5G network deployments," said Dave Bolan, senior analyst at Dell'Oro Group. "For 2018 WPC market shares, Huawei was the number on vendor based on revenues; however, Ericsson, retained its first-place ranking for the EPC market that was the largest sub-segment of the wireless packet core market," Bolan added.

http://www.delloro.com

Wednesday, March 6, 2019

Dell'Oro: Double digit growth for WLAN market in Q4

Double-digit growth characterizes Wireless LAN (WLAN) market in 4Q and full-year 2018, despite a soft China, according to a new report from Dell'Oro Group. China sees a comeback in 4Q 2018, particularly Huawei.

"The growth of the WLAN market in 4Q and full-year 2018 came primarily from a surge in North America as users refreshed networks with 802.11ac Wave2 products, and opted for extra applications such as higher levels of security, location finding, and cloud-managed," said Ritesh Patel, WLAN analyst at Dell'Oro Group. "We predict 2019 sales to accelerate as WiFi 6 shifts from an early shipment phase to widespread availability, and vendors bring more applications to market targeted at specific verticals," added Patel.

Other findings in the report include:

  • Huawei reported a seasonally strong 4Q, a remarkable comeback after its low in 1H 2018 when Chinese Service Providers stopped deploying WLAN in mobile environments.
  • We predict the WLAN market to enter a period when revenue growth out paces unit growth as users opt for higher-featured, higher-priced WiFi 6 products, and applications deployed via cloud-managed license subscriptions.
  • During 2018, cloud managed subscription license revenue eclipsed hardware revenue.
  • SOHO Wireless Router sales rose 20% during 2018, driven by Whole Home Mesh.

Thursday, February 28, 2019

Dell’Oro: Cable infrastructure investments to hit $2B by 2023

Investments in cable infrastructure is projected to reach $2 billion by 2023, according to a newly published report by Dell’Oro Group.

“Global cable operators are investing heavily in distributed access architectures to make their networks more efficient, offer premium bandwidth, and stay ahead of fiber-based competitors,” noted Jeff Heynen, Research Director at Dell’Oro Group. “Today’s investments in DAAs will prepare cable operators for a future of 10 Gbps services using a combination of extended spectrum DOCSIS, full duplex DOCSIS 3.1 and, ultimately, fiber to the home,” continued Heynen.

Additional highlights from the Broadband Access 5-Year Forecast Report:
  • Sales of cable broadband access equipment will increase from $1.5 billion in 2019 to $2 billion in 2023, driven by spending on remote PHY and MACPHY devices, as well as virtual CCAP platforms. Spending on cable equipment will grow faster than PON equipment over the same period.
  • XGS-PON will outpace NG-PON2 deployments throughout our forecast period, owing to lower component and equipment costs.
  • VDSL Profile 35b and Gfast will offset some—not all of the revenue loss from declining ADSL port shipments. Some major Gfast deployments are already seeing signs of shrinking, as governments lobby operators to increase their investments in fiber.

Monday, February 25, 2019

Dell'Oro: Worldwide mobile infrastructure market better than expected

The worldwide Mobile Infrastructure Radio Access Network (RAN) market surprised on the upside and performed better than expected for the full-year 2018, according to a new report from Dell'Oro Group.

Huawei, Ericsson and Nokia were the top three vendors for 4Q18 and 2018.

Some highlights from the report:
  • The year 2018 also turned out to be a pivotal one for Massive MIMO as demand increased at a significantly faster pace than expected, adding confidence the technology will play a fundamental role going forward.
  • 5G steps into a tangible commercial cycle – NR revenues expected to accelerate rapidly in 2019.
  • The short-term outlook is now more favorable – projections have been adjusted upward for 2019.

“The global upswing that began in the second half of 2018 was broader and deeper than previously expected, validating the message we have communicated for some time; namely, there are reasons to be optimistic about the RAN market,” said Stefan Pongratz, senior director at Dell’Oro Group. “In addition to the strong focus on LTE and LTE-Advanced, the shift toward 5G NR continued to accelerate throughout the year. And while the 5G narrative has morphed somewhat over the past couple of years as expectations gradually shift from the long-term vision to what will drive the business case today, the reality is that the technology is now ready for the first phase of the 5G NR launch supporting the eMBB and FWA use cases,” continued Pongratz.

http://www.delloro.com

Sunday, February 10, 2019

Dell'Oro: Huawei led in Network Equipment Services for 2018

Cumulative revenue for Network Equipment Services to service providers is projected to range between $200 and $250 billion over the next five years, according to a new report from Dell’Oro Group.

The top four vendors comprise more than 80 percent of the market.

  • Huawei had the highest market share since 2016, over 30 percent in 2018.
  • Huawei’s services share improved more than 70 percent between 2013 and 2017.
  • Professional services such as consulting are projected to grow at the fastest pace over the forecast period, however, Network Rollout will remain the largest segment.

“While we envision that the coupling between equipment and services will remain strong for product attached services, we are increasingly optimistic about the role non-product attached services will play to help operators navigate the network of tomorrow,” said Stefan Pongratz, Director of Network Equipment Services Research at Dell’Oro Group. “We believe that network complexity will dramatically increase in the future as service providers strive to incorporate SDN/NFV and deliver new products related to IoT and 5G. As a result, we believe the software component of networks and the amount of Services will be larger in the future,” continued Pongratz.

http://www.delloro.com/news/network-equipment-services-revenue-approach-250-billion-next-five-years

Monday, January 21, 2019

Dell'Oro: 5G RAN investment to approach $160 billion in 5 years

Robust demand for 5G NR will propel the cumulative worldwide RAN market to approach $160 B over the next five years, according to a new forecast report from Dell'Oro Group.

Other highlights from the Mobile RAN 5-Year Forecast Report:

  • 5G NR will scale at a significantly faster pace than LTE.
  • Sub 6 GHz spectrum is expected to drive the lion share of the RAN capex (Figure 1)
  • New capex to address IoT, Fixed Wireless Access, In-Building, and Public Safety opportunities for both private and public deployments will comprise a double-digit share of the RAN market by the outer part of the forecast period.
  • Sub 6 GHz Massive MIMO transceiver shipments are projected to eclipse 200 million.

“Even if 5G will be just another G initially, the reality is that for the carriers with the right spectrum assets, the mid-band Massive MIMO business case can be extremely compelling for the MBB use case,” said Stefan Pongratz, analyst with the Dell’Oro Group. “At the same time, we are more optimistic today about the mmW opportunity than we were a year ago. But clearly it will take some with the current inter-site distances before the cost per GB economics will be as favorable with the mmW spectrum as the mid-band sub 6 GHz spectrum using the existing macro grid and Massive MIMO,” continued Pongratz.

http://www.delloro.com/5-year-forecast-report/robust-5g-nr-growth-propels-total-ran-investments-toward-160-b

Monday, December 17, 2018

Dell'Oro: Cloud-native Evolved Packet Core revenues up 145%

Cloud-native evolved packet core (EPC) revenues reached new heights in 3Q18 with a 145 percent Y/Y growth rate, according to a recently published report from Dell'Oro Group.

Huawei ranked first in revenue share for the quarter, and was followed by Ericsson.

"Service providers are moving aggressively to deploy cloud-native EPC for 5G network launches," observed David Bolan, Senior Analyst at Dell'Oro Group. "We see examples of these EPC deployments with the recent announcements of 5G network launches in Korea and the anticipated launch by AT&T in the US by the end of the year."

"During the quarter, Huawei moved into first place in vendor rankings as Ericsson slid into second place. Huawei capitalized on the strong subscriber growth in China, adding over 40 million LTE subscribers. Nokia retained its third place ranking and ZTE moved into fourth place rebounding after the end of the US ban," Bolan added.

Additional highlights of the Wireless Packet Core 3Q18 report include:

  • 4G core is growing to handle more data, Voice over LTE (VoLTE), Internet of Things (IoT), and connected devices (watches, tablets, PCs, and cars).
  • Regional rankings for 3Q18 by sessions was Asia Pacific, Europe, Middle East, and Africa, North America, Caribbean and Latin America.

Thursday, December 13, 2018

Dell'Oro: WLAN market accelerates

The Wireless LAN (WLAN) market accelerated in the second half 2018, boosted by higher-end products. WLAN prices rise with mix shift to Wave 2, 802.11ax and NBASE-T, according to a new report from Dell'Oro Group.

“The WLAN market outperformed in 3Q18, as price erosion slowed. Users opted for feature-rich products, such as Wave 2 access points and premises managed Controllers,” said Ritesh Patel, Industry Analyst at Dell’Oro Group. “This indicates purchases are coming from sophisticated users, which relate to large enterprises upgrading Ethernet switches and pulling along wireless LAN sales. We see the WLAN market entering a period when revenue growth may outpace unit growth, particularly as 802.11ax access points become material. The early to market 802.11ax products from Aerohive, Arris Ruckus, Huawei, and HPE are midrange or high-end boasting NBASE-T Ethernet. It will be a few more quarters before we see lower-end products” added Mr. Patel.

Additional highlights from the 3Q18 Wireless LAN Quarterly Report:

  • Arris Ruckus, Cisco, HPE, and Ubiquiti gained share vs. the year-ago period.
  • For the second sequential quarter North America led other regions
  • Project delays weigh on China—but not for long.
  • 802.11ac Wave 2 access points jumped over 10 points from the year-ago period.


Tuesday, December 11, 2018

Dell’Oro: Data Center Interconnect market to grow 85% by 2022

The aggregate sales of equipment for Data Center Interconnect (DCI) infrastructure will grow by 85 percent over the next five years, according to a new report published by Dell’Oro Group.  The report looks at the infrastructure market from three network perspectives: Optical Transport, Data Center Core, and Wide Area Networks (WAN).

“Data traffic within the cloud is increasing at unabated rates, and DCI networks are integral to carrying the traffic,” said Shin Umeda, Vice President at Dell’Oro Group. “We see strong demand for a wide range of networking gear for DCI, from the fiber optic layer up to the packet forwarding layer, and our forecast takes into account how these network layers are interrelated,” added Umeda.

Highlights from Dell'Oro:

  • DCI will drive strong demand for Optical Transport, Ethernet Data Center Switch, and Routing technologies.
  • Optical Transport networks will account for the majority of the DCI market value over the next five years.
  • DCI market share leaders for 2017 were Ciena for Optical Transport networks, and Juniper for WAN and Data Center Core networks.

http://www.delloro.com

Sunday, December 9, 2018

Dell'Oro: Huawei represents 28% of global telecom equipment market

Huawei captured a 28 percent share of the telecom equipment market in 3Q18, according to Dell'Oro Group. This represents a 4 percent gain market share since 2015. During this period, Ericsson’s and Nokia’s market share declined one and three percentage points, respectively.

Some highlights from Dell'Oro:

  • For the first nine months of 2018, the top five equipment manufacturers were Huawei, Nokia, Ericsson, Cisco, and ZTE. Combined these five companies accounted for about 75% of the worldwide service provider equipment market revenue.
  • The overall telecom equipment market declined 2 percent year-over-year for the 1Q 2018 through 3Q18 period. Robust demand for Optical Transport and Microwave Transmission equipment was not enough to offset declining Core and Service Provider Router revenues.
  • Huawei’s telecom equipment revenue is nearly as large as Nokia and Ericsson combined.
  • Huawei’s revenue share gains over the past four years have been most pronounced in the Core, Router, and Optical Transport Markets.

http://www.delloro.com/delloro-group/key-takeaways-telecom-equipment-market-3q-2018

Tuesday, November 27, 2018

Dell'Oro: WDM equipment market grew 15% in 3Q 2018

The Optical Transport WDM equipment market grew 15 percent year-over-year in 3Q 2018, according to a new report from Dell'Oro Group. coherent wavelength shipments grew 30 percent.

“The Optical market outperformed in the third quarter,” said Jimmy Yu, Vice President at Dell’Oro Group. “All of the growth was driven by rising demand for coherent wavelengths in metro and long haul WDM systems.  Shipment of 100 Gbps wavelengths continued to rise, but it was a newer, higher speed wavelengths operating at 200 Gbps that truly moved the market revenue higher,” added Yu.

Additional highlights from the 3Q 2018 Optical Transport Quarterly Report:

  • Majority of optical transport WDM equipment revenue growth occurred in the Asia Pacific region.
  • Lead manufacturers of WDM systems on a revenue basis were Huawei, Ciena, ZTE, and Nokia.
  • Shipment of 100 Gbps wavelengths grew nearly 15 percent year-over-year.
  • Shipment of 200+ Gbps wavelengths (speeds higher than 100 Gbps) more than doubled year-over-year.

http://www.delloro.com/news/optical-transport-wdm-equipment-market-grew-15-percent-3q-2018

See also