skip to main content
Close Icon

In order to deliver a personalized, responsive service and to improve the site, we remember and store information about how you use it. This is done using simple text files called cookies which sit on your computer. By continuing to use this site and access its features, you are consenting to our use of cookies. To find out more about the way Informa uses cookies please go to our Cookie Policy page.

Global Search Configuration

Introduction

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.

Highlights

  • 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

Summary

  • 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

Appendix

  • Methodology
  • Further reading
  • Authors

Have any questions? Speak to a Specialist

Europe, Middle East & Africa team - +44 (0) 207 017 7700


Asia-Pacific team - +61 (0)3 960 16700

US team - +1 646 957 8878

+44 (0) 207 551 9047 - Operational from 09.00 - 17.00 UK time

You can also contact your named/allocated Client Services Executive using their direct dial.
PR enquiries - +44 (0) 207 017 7760 or email us at pr@ovum.com

Contact marketing - marketingdepartment@ovum.com

Already an Ovum client? Login to the Knowledge Center now