Report Overview:
Tracks the vendors that sell optical transport and router hardware, the customer markets that purchase it, and provides detailed market share and forecasts.
- 6 Global Regions: North America, EMEA, Japan, China, RoAPAC, CALA
- 4 Optical Equipment Categories: SONET/SDH, Metro WDM, Long Haul WDM, Submarine
- 4 Router Categories: Access, Aggregation, Edge, Core
- 3 Customer Markets: Service Provider, Cloud & Colo, Enterprise & Govt.
- Detailed forecasts for each region and category
Report Navigation
Please log in to see if you are subscribed to this report.
Report Information
| Report Information | |||
| Summary | This report tracks service provider optical transport and router revenue across all regions and equipment types. We collect shipment information and guidance directly from individual equipment companies each quarter, and allocate each company’s revenue to regions, product categories, and customer markets. Forecasts are based first on expected spending trends in each region and the equipment types with those regions. | ||
| Methodology | We classify vendor revenue into specific categories according to the systems named in our vendor table. Companies may provide public guidance but in some cases we make estimates based on external sources, such as consumption of components from the supply chain and end user feedback. | ||
| Market Size and Share | Report includes quarterly revenue based market size and share for all categories in all regions. | ||
| Deliverables | Excel file with complete data set, quarterly Powerpoint summary, and Active Insight. Includes a detailed written summary of market performance for the report period. | ||
| Forecast | 5 Years with annual market size totals. No market share forecasts. | ||
| Historical Start Date | 2014 (Optical) 2018 (Routing) | ||
| Companies | Adtran, ADVA, Alaxala, Ciena, Cisco, Ekinops, Ericsson, Fiberhome, Fujitsu, Fujitsu NC, Huawei, Infinera, Juniper Networks, Mitsubishi Electric, NEC, Nokia, Padtec, RAD, Ribbon Communications, Tejas Networks, Telco Systems, Xtera, ZTE | ||
| Last Published Report | September 5, 2023 | ||
| Upcoming Publication Dates | December 04, 2023 March 5, 2024 May 31, 2024 August 31, 2024 |
||
| Service Provider | Provide a broad retail and wholesale service offering to both businesses and consumers, may have history of government regulation. Examples: China Mobile, NTT, KDDI, Comcast, Rogers, K-Opticom, Colt, Zayo, DT, AT&T, Telefonica, Etisalat, Windstream, Lumen. Also includes wireless focused operators such as Bouygues Telecom, SFR, Vodafone, Sprint, Bharti Airtel, America Movil, Etisalat, Yota, MTN | NA, EMEA, CALA, APAC | |
| 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, Meta, Alibaba, Tencent, Baidu, Equinix, DRT, Interxion | NA, EMEA, CALA, APAC | |
| 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 | |
Category Information
| OPTICAL | Regions | |
| SONET/SDH | Legacy TDM switching systems without OTN or WDM functionality | NA, EMEA, CALA, China, Japan, RoAPAC |
| WDM Metro | WDM systems with lower density or with features optimized for shorter reach applications; Includes OTN and Ethernet switching systems; Includes common equipment revenue; May include proportion of revenue from one single product designed to address both metro and long haul. | NA, EMEA, CALA, China, Japan, RoAPAC |
| WDM Long Haul | WDM systems with higher density or with features optimized for longer reach applications; Includes OTN and Ethernet switching systems; Includes common equipment revenue; may include proportion of revenue from one product designed to address both metro and long haul | NA, EMEA, CALA, China, Japan, RoAPAC |
| WDM SLTE | WDM equipment used for submarine applications; Includes both line-terminating equipment (dry plant) as well as common equipment (wet plant); Does not include installation or maintenance services | NA, EMEA, CALA, China, Japan, RoAPAC |
| ROUTING | ||
| Access | Single RU packet equipment at end customers / Enterprises. Includes carrier Ethernet switches that provide circuit emulation and Layer 3 capabilities. | NA, EMEA, CALA, China, Japan, RoAPAC |
| Aggregation | Shelf based packet equipment deployed by service providers to end customers / Enterprises. Includes devices that provide carrier Ethernet and Layer 3 capabilities. | NA, EMEA, CALA, China, Japan, RoAPAC |
| Edge | Packet equipment deployed at the edge of the network with more functionality. Edge routers connect the core network to enterprise networks and access networks. | NA, EMEA, CALA, China, Japan, RoAPAC |
| Core | Packet equipment at the center of the metro/core network that routes all services in the area. Core routers do not generally distinguish between low speed and high speed, as all interfaces are equivalent. Speeds supported are generally higher than 100GbE. | NA, EMEA, CALA, China, Japan, RoAPAC |
| CUSTOMER MARKETS | ||
| Service Provider | Provides retail or wholesale connectivity to businesses and consumers, may have history of government regulation. Examples: China Mobile, NTT, KDDI, Softbank, Comcast, AT&T, Rogers, Colt, Zayo, Telefonica, BT, Etisalat, Windstream, Lumen. Also includes wireless focused operators such as Bouygues Telecom, SFR, Vodafone, Sprint, Bharti Airtel, America Movil, Etisalat, MTN | NA, EMEA, CALA, APAC |
| 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, Meta, Alibaba, Tencent, Baidu, Equinix, DRT, Interxion | NA, EMEA, CALA, APAC |
| 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 |
System Information
| SONET/SDH | |
| Adtran | Opti-3/6100, TA5000 ONE |
| Ciena | 3500, 6500 |
| Cisco | NCS 2000 |
| Fujitsu NC | Flashwave 4100ES, Flashwave 4500 |
| Huawei | Optix SDH Systems |
| Infinera | 6300, 70XX MSPP |
| NEC | DW7000 |
| Nokia | 1850 TSS |
| Ribbon Communications | BG, XDM |
| Tejas Networks | TJ1400, TJ1400 |
| ZTE | ZXMP S-series, ZXMP M-series |
| WDM Metro | |
| Adtran | TA5000 ONE |
| ADVA | Cloudconnect, FSP3000, Teraflex, OptiDriver |
| Ciena | Waveserver, 4200, 6500, Z series, 6500 RLS |
| Cisco | NCS 1000, NCS 2000, NCS 4000 |
| Ekinops | 360 |
| Ericsson | Fronthaul 6000 |
| Fujitsu | Flashwave 7040, Flashwave 7500/S, Flashwave 9130/40, Flashwave 9500, 1Finity S100 |
| Fujitsu NC | 1Finity, Flashwave 7500, CDS |
| Huawei | OSN 902, OSN 1800, OSN 6800, OSN 8800, OSN 9800, 6100/6020/6040 |
| Infinera | Cloud Xpress 1 & 2, XTG series, XTM series, 7100, Groove G30/G40, mTera |
| Juniper Networks | BTI7800, BTI7000 |
| Mitsubishi Electric | MF-8800GW-XC |
| NEC | DW7000 |
| Nokia | 1830 PSI, 1677, 1830 PSS, Wavelite |
| Padtec | i6400G, MPD 1200 |
| Ribbon Communications | OPT9600, OPT9900 |
| Tejas Networks | TJ1600, TJ1600 |
| ZTE | ZXONE 7000, ZXONE 9700 |
| WDM Long Haul | |
| Ciena | Waveserver, 6500, 6500 RLS |
| Cisco | NCS 1000 |
| Fujitsu | Flashwave 9130/40, Flashwave 9230 |
| Fujitsu NC | 1Finity |
| Huawei | OSN 6800, OSN 8800, OSN 9800, BWS series |
| Infinera | DTN, XT-500/3300/3600, Groove G30/G40, hiT 7300 |
| Mitsubishi Electric | MF-8800GW-XC |
| NEC | DW4200/4000 |
| Nokia | 1677, 1830 PSS |
| ZTE | ZXONE 9700 |
| WDM SLTE | |
| Ciena | Waveserver, 6500, 6500 RLS |
| Cisco | NCS 1000 |
| Fujitsu | Flashwave 9230 |
| Huawei | OSN 8800 |
| Infinera | XTS-3300/3600, Groove G30/G40 |
| Mitsubishi Electric | MF-6900GWS |
| NEC | DW4200/4000 |
| Nokia | 1677, 1830 PSS |
| TE Conn | Legacy SLTE and new wet plant |
| Xtera | Nu-Wave Optima; includes wet plant |
| Access | |
| ADVA | FSP150 series |
| Alaxala | AX3800S |
| Ciena | 38xx/39xx series, Vyatta uCPE |
| Cisco | Catalyst 9200/9300/9400, NCS 1002 |
| Ericsson | 6671, 6671, 6672, 6471, 6371 |
| Fujitsu | Flexihaul |
| Huawei | S2000, S2300 |
| Infinera | 7090 |
| Nokia | 7210 Service Access Switch |
| RAD | ETX-2 |
| Ribbon Communications | Neptune 10xx |
| Telco Systems | T-Marc series |
| ZTE | ZXR10 ZSR |
| Aggregation | |
| ADVA | FSP150 series, FSP Metro Aggregation |
| Alaxala | AX8600S, AX8300S, AX4600S |
| Ciena | 8700 Packetwave, SAOS6 5100 series |
| Cisco | Catalyst 9500/9600, NCS 5000/5500 |
| Ericsson | 6274, 6273, 6671, 6671 |
| Fujitsu | FLASHWAVE 5310 |
| Huawei | AR Series, S5600, S5300, S3900, S3500, S3300, S3000 |
| Infinera | DRX, 8600 |
| Juniper Networks | ACX5000 |
| Nokia | 7450 ESS |
| RAD | ETX-5, ETX-1300 |
| Ribbon Communications | Neptune 1200, Neptune 1300, Neptune 1800, NPT |
| Tejas Networks | TJ1400, TJ1600, TJ1400, TJ1600 |
| Telco Systems | T-Metro series |
| ZTE | ZXR10 6800 |
| Edge | |
| Alaxala | AX8600R |
| Ciena | SAOS10 51xx, 513x, 6500 PTS, 8180 CNP, Vyatta CSR |
| Cisco | NCS 6000 Series, NCS 520/540, ASR 9000 |
| Huawei | NE8000, NE40E, NE80/40, NE20, CX600, MSCG, PTN3900/1900, PTN950/912/910, ATM910/950/980 |
| Juniper Networks | MX2000, MX10000 series |
| Nokia | 7250 Interconnect Router, 7705 Service Aggregation Router, 7750 SR-s, 7750 Service Router |
| ZTE | ZXR10 M6000 |
| Core | |
| Cisco | CRS-X, NCS 5000/5500, NCS 8000 |
| Huawei | NE9000, NE5000E/80E |
| Juniper Networks | PTX10000 series, MX2000, T640/1600/4000 |
| Nokia | 7950 ERS |
| ZTE | ZXR10 T8000 |
Latest Presentation
Latest Reports
2Q23 Transport Hardware & Markets Report
Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to... (Read more)
Nokia 2Q23 Vendor Summary Report
Nokia’s optical business continues to grow but routing sales abruptly pull... (Read more)
Ribbon Vendor Summary Report
Despite is relatively small size, Ribbon offers a complete IP/optical solution and is a challenger for Tier 1... (Read more)
Ekinops Vendor Summary Report
France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product... (Read more)
Smartoptics Vendor Summary Report
Smartoptics is a small but rapidly growing company riding the wave of open networking, disaggregation, and... (Read more)
Download Real-time Excel File
Contains interim updates and company releases made since latest report publication.
Latest Files – Download the latest report publications
230919-Cignal-TRNEQ-HW-2Q23-Transport-Hardware.pptx
230905-Cignal-TRNEQ-HW-2Q23-Transport-Hardware.pdf
230905-Cignal-TRNEQ-HW-2Q23-Transport-Hardware.xlsx
File archive contains all past report publications. Clients can access all files on or before their most recently purchased subscription.