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Cignal AI has issued the 3Q20 Transport Customer Markets Report. This report tracks optical and packet transport hardware purchases across four global regions from Incumbent, Wholesale, Cloud & Colo, Cable MSO & Broadband, Enterprise & Government network operators. It details vendor market share and provides a forecast for equipment sales to each operator type.

Highlights this quarter:

  • North American optical and packet transport hardware spending growth shifted dramatically from the Cloud & Colo operators to the Incumbents this quarter. North American Incumbents are on track to grow spending much faster than Cloud operators during 2020.
  • APAC Cloud & Colo optical spending increased again after its uncharacteristically large growth last quarter. Growth was spurred by Huawei’s sales to OTT operators in China, though Nokia also had a strong quarter in the region.
  • Ciena maintained the top worldwide market share of Cloud & Colo optical this quarter despite a YoY decline in sales. Ciena dominates the North American market, although its annualized market share dropped from a year ago.
  • EMEA packet transport sales were strong this quarter, though the total market declined worldwide. EMEA sales increases spread across all customer markets, with only Enterprise & Government declining.
  • Enterprise & Government optical spending was up over 50% worldwide this quarter as it continued to defy market expectations. Every vendor grew optical equipment sales in the third quarter.  Huawei, Ciena, Nokia, Cisco, and NEC had especially notable growth.
  • Nokia reclaimed the top market share position in EMEA Traditional Telco packet sales from Huawei this quarter despite YoY growth from Huawei. Huawei’s reporting schedule typically yields a  lower Q1/Q3 compared to Q2/Q4, which influences the leadership changes quarter to quarter.
  • The fourth quarter will be challenging outside of APAC, with both Traditional Telco and Cloud & Colo sales forecast to decline worldwide.

Optical Customer Market Report subscribers can now download the latest Excel file and register for a Live Presentation on December 15th, 2020.

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