Optical Customer Markets Report

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Report Information

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 Information

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

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System Information

Adtran Opti-3/6100
TA5000 ONE
ADVA Cloudconnect
FSP3000
Teraflex
OptiDriver
Ciena 3500
4200
6500
Waveserver
Z series
Cisco NCS1000
NCS2000
NCS4000
Coriant 7100
Groove G30
hiT 7300
mTera
Cyan Z series
ECI BG
NPT
OPT
XDM
Ekinops 360
Fujitsu 1Finity (T-Series, L-series)
CDS
Flashwave 4100ES
Flashwave 4500
Flashwave 7500
Flashwave 7040
Flashwave 7500/S
Flashwave 9130/40
Flashwave 9230
Flashwave 9500
Huawei 6100/6020/6040
BWS series
Optix SDH Systems
OSN 902
OSN 1800
OSN 6800
OSN 8800
OSN 9800
Infinera Cloud Xpress
DTN
XT-500/3300/3600
XT-500/XT-3300
XTC-2, 4, 10
XTS-3300/3600
XTG series
XTM series
Transmode XTG series
XTM series
Juniper Networks BTI7000
BTI7800
Mitsubishi Electric MF-6900GWS
MF-8800GW-XC
MRV OptiDriver
NEC DW4200/4000
DW7000
Nokia 1677
1830 PSI
1830 PSS
1850 TSS
Wavelite
Padtec i6400G
MPD 1200
TE Conn Legacy SLTE and new wet plant
Xtera Nu-Wave Optima; includes wet plant
ZTE ZXMP M-series
ZXMP S-series
ZXONE 7000