From the Wires
Optical Network Market Poised for Growth in 2013, Reports Infonetics Research
Feb. 20, 2013 06:35 PM
Market research firm Infonetics
Research today released vendor market share and preliminary analysis
from its 4th quarter 2012 (4Q12) and year-end Optical
Network Hardware report. (Full report will be published Feb. 27.)
ANALYST NOTE
“After ending 2012 on a flat note, things are looking up for the optical
market in 2013,” notes Andrew
Schmitt, principal analyst for optical at Infonetics
Research. “Our conversations with equipment providers continue to
trend positive, particularly in North America where 100G
spending is about to ramp. The general consensus remains that an optical
cycle for equipment in the core is emerging, what we call the ‘optical
reboot.’”
“Meanwhile, there are positive rumbles in the EMEA
region, where 2012 ended with a spending flourish and carriers are
cutting dividends to plow capital into general capex,” Schmitt adds.
“And we are looking forward to our visits with carriers in Beijing this
spring to get a good read on the year, but the preliminary indication is
it will be a huge year for 100G. China is about half of the global 40G
WDM market, and 2013 will be the peak year for 40G worldwide.”
OPTICAL MARKET HIGHLIGHTS
-
The global optical network hardware market rose 2% in 4Q12 from 3Q12,
but was down 13% from the year-ago 4th quarter
-
For the full year 2012, total optical equipment spending was down 10%
worldwide
-
The SONET/SDH
optical segment fared much worse, essentially dealt a death blow in
2012 as global legacy capex fell 30%
-
After posting its lowest-ever optical revenue results a quarter ago, Alcatel-Lucent
bounced back in 4Q12, up 29% on the tide of the EMEA capex surge;
still, ALU’s WDM revenue is down from a year ago
-
Ciena’s optical revenue was down sequentially and
year-over-year, but grew shipments of its 40G and 100G
equipment and is ramping production of a new single-carrier 100G
solution
-
Infinera had another strong quarter, thanks to a surge in sales
of its new DTN-X OTN
switching platform
100G OPTICS WEBINAR
Join Infonetics analyst Andrew Schmitt, Cisco, Cyan and Oclaro on March
5 for 100G
Optics: Why Operators Are Upgrading Now, a free live webinar
examining coherent 100G deployment activity to date and solutions for
adding 100G to the network. Learn more or register at http://w.on24.com/r.htm?e=564650&s=1&k=D516668CBFFF7CD6D45545BA350F0373.
OPTICAL HARDWARE REPORT SYNOPSIS
Infonetics’ quarterly optical
hardware report provides worldwide and regional market size, market
share, analysis, forecasts, and trends for metro and long haul SONET/SDH
and WDM equipment, Ethernet optical ports, SONET/SDH/POS
ports, and WDM ports. Companies tracked include Adtran, ADVA,
Alcatel-Lucent, Ciena, Cisco, ECI Telecom, Ericsson, Fujitsu, Huawei,
Infinera, NEC, Nokia Siemens Networks, Tellabs, Transmode, Tyco Telecom,
ZTE, and others. To buy
the report, contact Infonetics: http://www.infonetics.com/contact.asp.
RELATED OPTICAL RESEARCH
UPCOMING OPTICAL RESEARCH
Download Infonetics’ market
research brochure, publication calendar, events
brochure, report highlights, tables of contents, and more at http://www.infonetics.com/login.
INFONETICS OPTICAL WEBINARS
Visit https://www.infonetics.com/infonetics-events
to learn more or register for Infonetics events.
TO BUY REPORTS, CONTACT:
N. America (West), Asia, Latin America: Larry Howard, larry@infonetics.com,
+1 408-583-3335
N. America (East), Texas, Midwest: Scott Coyne, scott@infonetics.com,
+1 408-583-3395
Europe, Middle East, Africa: George Stojsavljevic, george@infonetics.com,
+44 755-488-1623
Japan, South Korea, China, Taiwan: http://www.infonetics.com/contact.asp
ABOUT INFONETICS
Infonetics Research (www.infonetics.com)
is an international market research and consulting firm serving the
communications industry since 1990. A leader in defining and tracking
emerging and established technologies in all world regions, Infonetics
helps clients plan, strategize, and compete effectively. View
Infonetics’ About Us slides at http://bit.ly/QUrbrV.
Photos/Multimedia Gallery Available: http://www.businesswire.com/multimedia/home/20130220006861/en/
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