100G port shipments tripled in 2013
Market research firm Infonetics Research finds a Global optical spending is down in 2013, but it also finds WDM segment notched its 7th straight quarter of year-over-year growth of 8%, and 100G spending is growing fast.
Other optical market findings reported include:
Legacy SONET/SDH continues to slide: Optical network hardware revenue, including WDM and SONET/SDH, declined 2% year-over-year in 1Q14
On a rolling 4-quarter basis, total optical spending was roughly flat
EMEA experienced a seasonal 4Q to 1Q drop, but this effect is no longer evident in the U.S., a result of large carriers changing spending patterns and smaller carriers operating on a more project-oriented, rather than calendar-oriented, purchasing cycle
On a year-over-year basis for 1Q14, Huawei’s revenue market share slipped, Ciena’s soared 26%, and Alcatel-Lucent’s lifted 8%
“100G spending worldwide in 2013 was breathtaking, with total port shipments tripling during the year. This equates to around $2 billion in spending related to 100G. That’s a lot—roughly 20% of all WDM spending!” reports Andrew Schmitt, principal analyst for optical at Infonetics Research.
“And this revenue is flowing primarily into the hands of five companies: Alcatel-Lucent, Ciena, Cisco, Huawei, and Infinera,” adds Schmitt.