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
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
