Market Share: 3Q10 Optical Networks, Global and Regional
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Introduction
This report presents quarterly analysis of global and regional 3Q10 optical networking market size, vendor share, and market trends.
Features and benefits
ON revenues of $3.6bn for 3Q10 indicate improvement: the market did not lose ground or the first time in seven quarters.ZTE, Tellabs, Fujitsu, Cisco, Ciena, and Nokia Siemens gained share while Huawei, Alcatel-Lucent, and Ericsson lost share.
Your key questions answered
This report presents quarterly analysis of global and regional 3Q10 optical networking market size, vendor share, and market trends.
Features and benefits
- The market has grown sequentially now for two quarters after setting a new three-year low in 1Q10.
- Quarterly discussions with vendors indicate that RFP activity and acquisition of new customers remained strong in 3Q10.
ON revenues of $3.6bn for 3Q10 indicate improvement: the market did not lose ground or the first time in seven quarters.ZTE, Tellabs, Fujitsu, Cisco, Ciena, and Nokia Siemens gained share while Huawei, Alcatel-Lucent, and Ericsson lost share.
Your key questions answered
- Which optical networking product segments are growing at which are shrinking?
- What is the vendor market share broken out by global, regional, subregional, and product segment?
SUMMARY
In a nutshell
Ovum view
Market slide levels; signs point upward
Key messages
GLOBAL MARKET SHARE ANALYSIS: 3Q10
ZTE breaks into top three as Huawei stumbles; post-acquisition Ciena regains footing
MARKET GROWTH AND OUTLOOK
Weaker EMEA, North America, and SCA spending clouds current forecast
REGIONAL ANALYSIS – ALL REGIONS
North America firing on all cylinders, while Asia-Pacific sputters; EMEA and SCA continue to awake
Asia-Pacific market dropped 13% YoY in 3Q10 to $1,225m; all subregions struggling; Huawei is resilient and held on to 43% AP share
Subregional Asia-Pacific results
Product-level analysis: Asia-Pacific
Aggregation
Bandwidth management
Metro WDM
Backbone DWDM
CPO (converged packet optical)
EMEA's rolling market rose in 3Q10, after seven straight down quarters; ZTE had a strong 3Q, but Huawei stumbled; Alcatel-Lucent still leads
Subregional EMEA results
Product-level analysis: EMEA
Aggregation
Bandwidth management
Metro WDM
Backbone DWDM
CPO (converged packet optical)
North America quarterly revenues surpass $1.1bn for the first time in two years; Fujitsu maintains market share lead over Ciena
Product-level analysis: North America
Aggregation
Bandwidth management
Metro WDM
Backbone DWDM
CPO (converged packet optical)
South and Central American markets on the mend
Product-level analysis: South & Central America
Aggregation
Bandwidth management
Metro WDM
Backbone DWDM
CPO (converged packet optical)
PRODUCT-LEVEL ANALYSIS: GLOBAL
High-capacity WDM gaining share; core spending rebounds
40G PORT SHIPMENTS CONTINUE GROWTH MARCH
SLTE spending continues to fall; 3Q10 was the lowest level since 1Q07
APPENDIX
Methodology
Further reading
Authors
Ovum Consulting
Disclaimer
In a nutshell
Ovum view
Market slide levels; signs point upward
Key messages
GLOBAL MARKET SHARE ANALYSIS: 3Q10
ZTE breaks into top three as Huawei stumbles; post-acquisition Ciena regains footing
MARKET GROWTH AND OUTLOOK
Weaker EMEA, North America, and SCA spending clouds current forecast
REGIONAL ANALYSIS – ALL REGIONS
North America firing on all cylinders, while Asia-Pacific sputters; EMEA and SCA continue to awake
Asia-Pacific market dropped 13% YoY in 3Q10 to $1,225m; all subregions struggling; Huawei is resilient and held on to 43% AP share
Subregional Asia-Pacific results
Product-level analysis: Asia-Pacific
Aggregation
Bandwidth management
Metro WDM
Backbone DWDM
CPO (converged packet optical)
EMEA's rolling market rose in 3Q10, after seven straight down quarters; ZTE had a strong 3Q, but Huawei stumbled; Alcatel-Lucent still leads
Subregional EMEA results
Product-level analysis: EMEA
Aggregation
Bandwidth management
Metro WDM
Backbone DWDM
CPO (converged packet optical)
North America quarterly revenues surpass $1.1bn for the first time in two years; Fujitsu maintains market share lead over Ciena
Product-level analysis: North America
Aggregation
Bandwidth management
Metro WDM
Backbone DWDM
CPO (converged packet optical)
South and Central American markets on the mend
Product-level analysis: South & Central America
Aggregation
Bandwidth management
Metro WDM
Backbone DWDM
CPO (converged packet optical)
PRODUCT-LEVEL ANALYSIS: GLOBAL
High-capacity WDM gaining share; core spending rebounds
40G PORT SHIPMENTS CONTINUE GROWTH MARCH
SLTE spending continues to fall; 3Q10 was the lowest level since 1Q07
APPENDIX
Methodology
Further reading
Authors
Ovum Consulting
Disclaimer