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This report provides a view into optical networking (ON) market share and competitive trends during 3Q15. Segments include aggregation, bandwidth management, WDM/CPO-T, and SLTE. Breakouts are also provided for ROADMs, converged packet optical (CPO) equipment, and OTN switching.


  • Global optical networking (ON) revenues for 3Q15 of $3.5bn fell nearly 12% from 2Q15 but remained even with the 3Q14 level, while annualized global (ON) revenues of $14.3bn grew 1.6% versus 3Q14.
  • Huawei maintains its market leadership; Infinera, Huawei, Cisco, Fiberhome, Adva, and Ciena, gained share in the quarter while Fuiitsu, Coriant, Alcatel-Lucent, and ZTE lost share. Ciena overtook Alcatel-Lucent to become the third-ranked ON vendor..
  • Access WDM gear continues to outperform the market. 3Q15 was the 12th consecutive quarter of year-over year growth, and annualized revenues exceeded $650bn for the first time ever. Annualized spending on 100G, largely driven by data center interconnect, surpassed $4.7bn, 13% higher than it was in 3Q14.

Features and Benefits

  • Details revenues of top-performing vendors in the global ON market, including share position by segment and region.
  • Examines changes in product demand resulting from the global economic climate.
  • Discusses how actual market results are tracking to Ovum's forecasts by region, segment, and subsegment.

Key questions answered

  • How did the global optical networking market perform in 3Q15? What are the trends by product segment and region?
  • Which ON vendors are increasing their share in the global market? Which products are behind their success?
  • How are actual results tracking to Ovum's most recent forecast?
  • Which segments and regions are outperforming or underperforming expectations and why?

Table of contents


  • In brief
  • Ovum view

3Q15 results

  • Market pauses in 3Q15
  • Losers outnumber winners

Market share changes

  • Infinera, Huawei, and Cisco see share gains; Ciena passes Alcatel-Lucent to become the third-ranked ON vendor

Regional analysis

  • Seasonality and euro weakness drag down results

Product-level analysis

  • High-speed optics


  • Methodology
  • Further reading
  • Authors

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