Optical Transport Market Returns to Positive Year-Over-Year Growth in Third Quarter, According to Dell'Oro Group

Revenues Grow 3 Percent to Over $3 Billion

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Nov 18, 2010, 09:15 ET

REDWOOD CITY, Calif., Nov. 18, 2010 /PRNewswire/ -- According to a newly published report by Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, worldwide optical market revenues grew 3 percent year-over-year in the third quarter, reversing the trend of revenue declines that started in the fourth quarter of 2008. The positive result in the optical market was attributed to improved demand across all regions with particular strength in the Americas. The leading optical vendors in the quarter were Huawei, Alcatel-Lucent, and Ciena with a combined worldwide market share of nearly 50 percent.

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WDM equipment benefitted the greatest from this increasing market demand for bandwidth. During the quarter, WDM revenues grew 18 percent versus the same quarter last year to nearly $1.6 billion. The North America region was the largest market for WDM equipment in the quarter as revenues grew 30 percent year-over-year. The vendors with the greatest market share selling into the North America region were Ciena, Fujitsu, Infinera, and Cisco with a combined share of 65 percent.

The report further indicates that 40 Gbps WDM wavelength shipments have grown approximately 200 percent year-over-year with an increasing number of worldwide deployments, and that 100 Gbps WDM wavelength shipments have started to ship this year.

About the Report

The Dell'Oro Group Optical Transport Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers' revenue, average selling prices, unit shipments Tributary/Line or Wavelength shipments (by speed up to 100 Gbps). The report tracks DWDM long haul terrestrial, WDM metro, multiservice SONET/SDH, and optical switch equipment. To purchase this report, please contact Emily Kendall, call +1.650.622.9400 x223 or email [email protected].

About Dell'Oro Group

As the trusted source for market information about the networking and telecommunications industries, Dell'Oro Group provides in-depth, objective research and analysis that enables component manufacturers, equipment vendors, and investment firms to make fact-based, strategic decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit www.DellOro.com.

SOURCE Dell'Oro Group