|Summary||This report tracks optical equipment spending by end customer market type. We collect shipment information and guidance from individual equipment companies each quarter, and allocate each company’s revenue according to each end market. This shipment revenue for all end markets is presented in aggregate (except Cloud & Colo, where market share is shown), but it is compiled on a per company basis. Forecasts are based on expected spending trends by customer market on a regional basis.|
|Methodology||All revenue shipped to a given network operator is classified as a single category. For example, all revenue shipped by Ciena to AT&T, or Nokia to Telefonica is classified as Incumbent revenue. Individual customers are listed in each of the end market categories. This approach reduces subjectivity, as vendors do not know what application equipment assumes when it is shipped to a given customer. The results provide a more accurate estimate of how much equipment is purchased from each end customer market.|
|Market Size and Share||Report includes revenue based market size for all end customer markets in all regions. Market share for the Cloud and Colo segment is broken out on a worldwide basis.|
|Deliverables||Excel file with complete data set, Powerpoint summary, and Optical Equipment Active Insight, including a detailed summary of market performance for the report period.|
|Forecast||5 Years with annual market size totals. No market share forecasts.|
|Historical Start Date||2014|
|Companies Included||Adtran, ADVA, Ciena, Cisco, Coriant, Cyan, ECI, Ekinops, Fiberhome, Huawei, Infinera, NEC, Nokia, Padtec, TE Conn, Transmode, Xtera, ZTE, Fujitsu, Juniper Networks, Fujitsu, MRV, Mitsubishi Electric|
|Last Published Report||1H17: October 04, 2017|
|Upcoming Publication Dates||2H17: April 15, 2018|
1H18: October 15, 2018
2H18: April 15, 2019
1H19: October 15, 2019
|Category Name||Description||Regional Detail||Sub-Category Detail|
|Incumbent||Provide a broad service offering to both businesses and consumers, may have history of government regulation. Examples: China Mobile, NTT, KDDI, Softbank, DT, AT&T, Telefonica, BT, Etisalat, Windstream, Centurylink. Also includes wireless focused operators such as Bouygues Telecom, SFR, Vodafone, Sprint, Bharti Airtel, America Movil, Etisalat, Yota, MTN||NA, EMEA, CALA, APAC||NONE
|Wholesale||Enterprise and wholesale transport service focus; usually lack wired or wireless consumer business. Examples: Level3, Colt, Zayo, Cogent||NA, EMEA, CALA, APAC||NONE
|Cable MSO and Broadband||Wired consumer access via coax, DSL, or fiber. Comcast, Virgin Media, Rogers, Shaw, Altibox, Sky, Charter, Free, Softbank||NA, EMEA, CALA, APAC||NONE
|Cloud & Colo||(Report includes equipment vendor market share for this category) Internet content, public cloud computing, or neutral colo providers. Examples: Google, Microsoft Amazon, Apple, Facebook, Alibaba, Tencent, Baidu, Equinix, DRT, Interxion||NA, EMEA, CALA, APAC||NONE
|Enterprise & Government||Medium & Large enterprises that purchase equipment directly from manufacturer or reseller to support connectivity for non-telecom core businesses; Equipment resold by other service providers for managed services is not included. Banking, Government, Utilities, Education, others||NA, EMEA, CALA, APAC||NONE
Report Analysis Archive
- The initial release of the 1H17 Optical Customer Markets .xls.
- The initial release of the 1H17 Optical Customer Markets PowerPoint.
- Initial release for 2H16. Full CY16 results. Report now includes vendor market share for sales to Cloud and Colo customers.
- Initial release for 2H16.
- Full release with 1H16 end customer market revenue and updated forecasts.
- Analysis: 1H17 Cloud and Colo Spending Slowdown (10/29/2017)
- 1H17 Optical Customer Markets Report (10/5/2017)
- 2H16 Optical Customer Markets Report (4/17/2017)
|Fujitsu||1Finity (T-Series, L-series)
Optix SDH Systems
XTC-2, 4, 10
|TE Conn||Legacy SLTE and new wet plant
|Xtera||Nu-Wave Optima; includes wet plant