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Introduction

Global optical networking (ON) revenues for 2Q15 were $3.9bn, up nearly 25% from 1Q15 and 2.3% higher than 2Q14. Annualized global ON spending grew 0.6% sequentially in 2Q15 but declined 0.3% versus 2Q14 to $14.2bn.

Highlights

  • The global market increased versus the prior year for the third consecutive quarter and annualized spending grew 0.6%, surpassing $14.2bn. Early data for 2Q15 indicates global telco capex growth in 2Q15 of -5%. Optical is outperforming capex for two reasons: one, 100G upgrades are boosting spend; and two, new buyers of optical gear are emerging beyond the telco segment, particularly for data center interconnect (DCI).
  • Huawei maintained its market leadership, but Alcatel-Lucent, Ciena, FiberHome, and Infinera gained share in the quarter; Cisco, Coriant, Fujitsu, Huawei and ZTE lost share.

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 1Q15? 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

Summary

  • In brief
  • Ovum view

2Q15 results

  • Market recovering from weak 2014
  • Losers barely outnumber winners

Market share changes

  • Alcatel, FiberHome, Ciena, and Infinera see share gains

Regional analysis

  • Europe and SCA rebound propels market higher

Product-level analysis

  • Backbone WDM/CPO-T and SLTE were the top-performing segments in 2Q15
  • High-speed optics
  • Data center interconnect

Market growth and outlook

  • China’s stock market contagion infects the globe

Appendix

  • Methodology
  • Further reading
  • Author

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