Market Share: 3Q10 Optical Networks, Global and Regional

Date: December 22, 2010
Pages: 50
Price:
US$ 3,000.00
Publisher: Ovum
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: MF315ADD9E2EN
Leaflet:

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Market Share: 3Q10 Optical Networks, Global and Regional
Introduction

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.
Highlights

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
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Global Optical Networking Equipment Market US$ 800.00 Jun, 2009 · 36 pages

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