Dell'Oro: Optical Transport Market Returns to Positive Year-Over-Year Growth

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, according to a new report from Dell'Oro Group. 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.


WDM equipment benefited 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.


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