Infonetics: Internet Content Providers Provide Big Boost to North American Optical Spending, Asia up 56% in Q2

BOSTON--(BUSINESS WIRE)--Market research firm Infonetics Research released vendor market share and preliminary analysis from its 2^nd quarter 2014 (2Q14) Optical Network Hardware report. (Full report published by August 25.)

OPTICAL ANALYST NOTE

“While the term ‘tier-1’ is traditionally associated with the incumbent operators of Europe and RBOCs in North America, it is now qualitatively clear that tier-1 spending growth is coming from the competitive dark fiber and internet exchange carriers. These carriers, as well as vertically-integrated internet content providers (ICPs), provide a growing portion of core internet connectivity and intra-datacenter capacity,” notes Andrew Schmitt, principal analyst for carrier transport networking at Infonetics Research.

OPTICAL MARKET HIGHLIGHTS

• In North America, internet content providers (ICPs) such as Google and others generated a wave of optical spending at a handful of vendors including Adva, BTI, and Infinera, altogether accounting for an estimated $40 million surge in 2Q14
• Worldwide optical network hardware revenue, including SONET/SDH and WDM, totaled $3.3 billion in 2Q14, a sequential gain of 27% aided by strong seasonal performances from Huawei and ZTE
• Global optical spending is roughly flat year-over-year (2Q14 from 2Q13) as strength in Asia Pacific offset weakening spending trends in EMEA
• Worldwide WDM equipment revenue in 2Q14 is up 6% year-over-year
• The 1^st half of 2014 brought another huge flood of 100G WDM shipments by Alcatel-Lucent, Ciena, Cisco, Huawei, and Infinera
• Ciena’s and Infinera’s North American optical revenue grew rapidly on a year-over-year basis in 2Q14, while Fujitsu’s and Alcatel-Lucent’s decreased

ABOUT THE OPTICAL REPORT

Infonetics’ quarterly optical hardware report provides worldwide and regional market size, market share, forecasts through 2018, analysis, and trends for metro and long haul SONET/SDH and WDM equipment, Ethernet optical ports, SONET/SDH/POS ports, and WDM ports. Vendors tracked: Adtran, Adva, Alcatel-Lucent, Ciena, Cisco, Coriant, Cyan, ECI, Fujitsu, Huawei, Infinera, NEC, Padtec, Transmode, Tyco Telecom, ZTE, and others. To buy the report, contact Infonetics: www.infonetics.com/contact.asp.

INFONETICS AUGUST OPTICAL RESEARCH BRIEF

• http://www.infonetics.com/2014-newsletters/optical-august.html

RECENT AND UPCOMING OPTICAL RESEARCH

Download Infonetics’ 2014 market research brochure, publication calendar, events brochure, report highlights, tables of contents, and more at www.infonetics.com/login.

• Analyst Note: Google and Huawei Move the Component Market
• Analyst Note: Verizon Metro P-OTS and Other Nice Things
• OTN and Packet-Optical Hardware Forecast
• 100G+ WDM and ROADM Strategies: Global Service Provider Survey
• 1G/10G/40G/100G Networking Ports Forecast
• 10G/40G/100G Optical Transceivers Forecast
• ROADM Components Forecast
• Optical Equipment Vendor Leadership: Global Service Provider Survey

TO INQUIRE ABOUT RESEARCH, CONTACT:

N. America (West), Asia Pacific: Larry Howard [e-mail] [phone]

N. A. (East, Midwest), L. America, EMEA: Scott Coyne [e-mail] [phone]

Greater China, SE Asia, India: 大中华区 Jeffrey Song [e-mail] [phone]

Japan 日本 Takashi Kimura, TAK Analytics [e-mail] [phone]

South Korea 대한민국 Doug Moon, MBAP [e-mail] [phone]

ABOUT INFONETICS

Infonetics Research (www.infonetics.com) is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete effectively. View Infonetics’ About Us slides here.