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Introduction

In 4Q14, global optical networking (ON) revenues grew 4% from 3Q14, to $3.6bn, and were up 1% from the year-ago quarter. Full-year 2014 spending declined 2.7% from 2013.

Highlights

  • Annualized spending grew in 4Q14 after four straight quarterly declines; however, it also was the eleventh consecutive period of year-over-year annualized revenue decline, and the global market is at its lowest point since 3Q07.
  • Bandwidth to support LTE, residential broadband, and business services in China and increasing requirements for data center interconnect in North America drove market results. While overall ON market growth remains weak, 100G continues to grow very strongly, rising 72% in 2014, surpassing $4.1bn.
  • Huawei maintains its market leadership, but ZTE, FiberHome, and Infinera saw the biggest share gains in 4Q14, while Fujitsu, Coriant, and Ericsson saw the biggest share losses.

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 4Q14 and 2014? 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?
  • What are the key applications driving demand in the ON market?

Table of contents

Summary

  • In brief
  • Ovum view

4Q14 and 2014 results

  • Global market strengthens in 4Q14

Market share

  • ON market declined 2.7% in 2014; Huawei keeps leadership but ZTE, FiberHome, and Infinera see biggest share gains

Market share changes

  • Data center interconnect and metro growth in China drove market in 2014

Market growth and outlook

  • The global outlook for 2015 remains cautiously positive but danger still lurks

Regional analysis

  • Weakness in EMEA shifts market strength to Asia-Pacific

Product-level analysis

  • Segment overview: technology-level analysis

Market trends

  • Mobile and broadband bandwidth requirements driving ON demand

Appendix

  • Methodology
  • Further reading
  • Author

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