Optical Hardware Report

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Tabulates entire optical equipment market according to hardware based features and capabilities

  • Tracks market share across 6 global regions and four hardware categories
    • North America, EMEA, Japan, China, RoAPAC, CALA
    • SONET/SDH, Metro WDM, Long Haul WDM, Submarine
  • Detailed forecasts by region and category
  • Counts 10/40/100G+ client and line port shipments and provides forecast
 
 
 
 
 

Latest Files

Latest report publications available for current clients

181108 Optical Hardware 3Q18 .xls (market share tracker)

Last updated November 12, 2018. (99% of Revenue and 17/20 Vendors Estimated or Complete) Optical Hardware real-time market share tracker for the current quarter. This Excel file contains reported vendor data for the current quarter and the forecast made during the previous quarter.

180822 Optical Hardware 2Q18 .pdf

PDF version of Optical Hardware Analysis (2Q18)

180820 Optical Hardware 2Q18 .xls

Full release with 2Q18 market share and up to date forecasts through 2022. Added rolling 4-quarter fields to the database. Market share graphs are now rolling 4Q.

File archive contains all past report publications. Clients can access all files on or before their most recently purchased subscription.


181108 Optical Hardware 3Q18 .xls (market share tracker)

Last updated November 12, 2018. (99% of Revenue and 17/20 Vendors Estimated or Complete) Optical Hardware real-time market share tracker for the current quarter. This Excel file contains reported vendor data for the current quarter and the forecast made during the previous quarter.

2018 SCTE Cable Tec Expo Key Optical Topics

Key optical topics and insights from the SCTE Cable-Tec show held in Atlanta, October 23-25, 2018.

Infinera Acquires Coriant

.pdf file of Active Insight Report

181010 3rd Gen Coherent ECOC 2018 OIDA Dinner Cignal AI

Presentation outlining the concepts first presented in 3rd Generation Coherent whitepaper. Originally presented in person September 25th at the OSA OIDA dinner in Rome Italy. Updated Oct. 10 to use powerpoint format and fix error in timeline (Cisco).

180822 Optical Hardware 2Q18 .pdf

PDF version of Optical Hardware Analysis (2Q18)

180820 Optical Hardware 2Q18 .xls

Full release with 2Q18 market share and up to date forecasts through 2022. Added rolling 4-quarter fields to the database. Market share graphs are now rolling 4Q.

180820 Optical Hardware 2Q18 .xls (market share tracker)

Last updated August 20, 2018. (19/19 Vendors Estimated or Complete) All quarterly vendor data now final. Optical Hardware real-time market share tracker for the current quarter. This Excel file contains reported vendor data for the current quarter and the forecast made during the previous quarter.

181010 Third Generation Coherent Technology

This Active Insight report examines the history of coherent WDM deployments and examines the catalysts and keys to market success for the third generation of coherent.

180531 Optical Hardware 1Q18 .pdf

PDF version of Optical Hardware Analysis (1Q18)

180531 Optical Hardware 1Q18 .xls

Full release with 1Q18 market share and up to date forecasts through 2022. Added a new tab for YoY comparisons by region & category.

180522 Optical Hardware 1Q18 .xls (market share only)

Last updated May 22 2018. All quarterly vendor data now final. Optical Hardware real-time market share tracker for the current quarter. This Excel file contains reported vendor data for the current quarter and the forecast made during the previous quarter.

180304 Optical Hardware 4Q17 .pdf

PDF version of Optical Hardware Analysis (4Q17)

180304 Optical Hardware 4Q17 .xls

Full release with 4Q17 market share and up to date forecasts through 2022. Added a new tab for YoY comparisons by region & category.

180214 Optical Hardware 4Q17 .xls (market share only)

Market share only early-release of 4Q17 results. Forecasts have not been updated.

180112 CMII Optical Roadmap 2022 Chinese .pdf

180112 CMII Optical Roadmap 2022 English .pdf

1701130 Optical Hardware 3Q17 .pdf

PDF version of Optical Hardware Analysis (3Q17)

171130 Optical Hardware 3Q17 .xls

Full release with 3Q17 market share and up to date forecasts through 2021. Added MRV and Mitsubishi vendor historical revenue.

171120 Optical Hardware 3Q17 .xls (market share only)

Market share only early-release of 3Q17 results.

170919 ECOC 2017 Market Focus

“Mapping the Future of Optical Deployments” – Presentation made at ECOC 2017 in Gothenburg Sweden as part of the Market Focus symposium.

170826 Optical Hardware 2Q17 .xls

Full release with 2Q17 market share and up to date forecasts through 2021. Reduced worldwide 2017 forecasts substantially. Adjusted ports model to reflect 100G equivalent bandwidth, not physical ports.

1700826 Optical Hardware 2Q17 .pdf

PDF version of Optical Hardware Analysis (2Q17)

170818 Optical Hardware 2Q17 .xls (market share only)

Market share only early-release of 2Q17 results.

1700630 Optical Hardware 1Q17 .pdf

PDF version of Optical Hardware Analysis (1Q17)

20170620 NGON Presentation 2017

Andrew Schmitt’s keynote presentation, entitled Ways to Achieve Network Openness, kicked off the 2017 Next Gen Optical Networking event in Nice, France on June 20th. The presentation highlights Cignal AI’s perspective on the various directions network operators can take as they deploy networks in the near term.

170623 Optical Hardware 1Q17 .xls

Full release with 1Q17 market share and up to date forecasts through 2021. Reduced 2017 North American forecasts from 5% to 4%. Reduced Chinese Forecasts from 12% to 10% and reduced mix of Metro WDM. Reduced 100G port growth in 2017 and 2018 based on Chinese weakness. Modified Infinera historical SLTE/LH WDM split, made minor adjustments to Infinera Metro WDM revenue.

170526 Optical Hardware 1Q17 .xls (market share only)

Market share only early-release of 1Q17 results.

170309-Optical-Hardware-4Q16.pdf

PDF version of Optical Hardware Analysis (4Q16)

170308 Optical Hardware 4Q16 .xls

Full release with 4Q16 market share and up to date forecasts, including an extension of forecasts to 2021.

170226 Optical Hardware 4Q16 .xls (market share only)

Market share only early-release of 4Q16 results. Fixed error in Cisco model, revised historical revenue slightly.

161201-Optical-Hardware-3Q16.pdf

PDF version of Optical Hardware Analysis (3Q16)

161128 Optical Hardware 3Q16 .xls

Full release with 3Q16 market share and up to date forecasts.

161115 Optical Hardware 3Q16 .xls (market share only)

Market share only early-release of 3Q16 results. Adjusted historical Nokia Metro/LH WDM in NA; adjusted Nokia RoAPAC/China revenue splits

160919 ECOC2016 Market Focus.pdf

Andrew Schmitt’s presentation at the ECOC 2016 Market Focus event on Metro 100G+

160907 Optical Hardware 2Q16 .pdf

PDF version of Optical Hardware Analysis (2Q16)

160907 Optical Hardware 2Q16 .xls

Full release with 2Q16 market share and up to date forecasts.

160822 Optical Hardware 2Q16 .xls (market share only)

Market share only early-release of 2Q16 results. Resolved an error where some historical revenue from Ekinops was improperly characterized as SONET/SDH. Total revenue was not impacted. Fixed error in YoY and QoQ Excel pivot table computations for market totals based on a database bug regarding improper handling of M&A.

160321 OSA Exec Forum OFC2016 .ppt

Andrew Schmitt’s presentation at the OSA Executive Forum before OFC 2016

160701 NGON Nice France 2016 .ppt

Andrew Schmitt’s keynote presentation at Next Generation Optical Networking held in Nice, France on June 29- July 1 2016.

160708 Optical Hardware 1Q16 .xls

Initial Release

160711 Optical Hardware 1Q16 .xls

Fixed incorrect formula in ‘Tables’ tab for annual revenue totals.

Report Information

Summary This report tracks optical equipment revenue across all regions and equipment types. We collect shipment information and guidance from individual equipment companies each quarter, and allocate each company’s revenue to regions and product categories. 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 revenue based market size and share for all categories in all regions. Also includes worldwide port shipment market size in units.
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, Tejas Networks
Last Published Report 2Q18: August 16, 2018
Upcoming Publication Dates 3Q18: November 30, 2018
4Q18: February 28, 2019
1Q19: May 31, 2019
2Q19: August 31, 2019

Category Information

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
SONET/SDH Legacy TDM switching systems without OTN or WDM functionality NA, EMEA, CALA, China, Japan, RoAPAC
Port Shipments Client (short reach) and line (long reach) port shipments counted; Includes annual ports shipped for multiple speeds: 10G, 10G, 40G, 100G+; Sub-rate 10G ports counted as 10G; 100G WDM figures are 100G bandwidth equivalents – a 200G 16QAM port is reported as two 100G ports Worldwide

System Information

Adtran Opti-3/6100
TA5000 ONE
Ciena 3500
6500
Cisco NCS2000
ECI BG
XDM
Fujitsu Flashwave 4100ES
Flashwave 4500
Huawei Optix SDH Systems
NEC DW7000
Nokia 1850 TSS
ZTE ZXMP M-series
ZXMP S-series
Tejas Networks TJ1400
Adtran TA5000 ONE
ADVA Cloudconnect
FSP3000
Teraflex
OptiDriver
Ciena 4200
6500
6500 RLS
Waveserver
Z series
Cisco NCS1000
NCS2000
NCS4000
Coriant 7100
Groove G30
mTera
Cyan Z series
ECI NPT
OPT
Ekinops 360
Fujitsu 1Finity (T-Series, L-series)
CDS
Flashwave 7040
Flashwave 7500
Flashwave 7500/S
Flashwave 9130/40
Flashwave 9500
Huawei 6100/6020/6040
OSN 902
OSN 1800
OSN 6800
OSN 8800
OSN 9800
Infinera Cloud Xpress 1/2
XTG series
XTM series
Transmode XTG series
XTM series
Juniper Networks BTI7000
BTI7800
Mitsubishi Electric MF-8800GW-XC
NEC DW7000
Nokia 1677
1830 PSI
1830 PSS
Wavelite
Padtec i6400G
MPD 1200
ZTE ZXONE 7000
ZXONE 9700
Tejas Networks TJ1600
Ciena 5430
6500
6500 RLS
Coriant hiT 7300
Fujitsu 1Finity (T-Series, L-series)
Flashwave 9130/40
Flashwave 9230
Huawei BWS series
OSN 6800
OSN 8800
OSN 9800
Infinera DTN
XT-500/3300/3600
XTC-2, 4, 10
Mitsubishi Electric MF-8800GW-XC
NEC DW4200/4000
Nokia 1677
1830 PSS
ZTE ZXONE 9700
Ciena 6500
6500 RLS
Fujitsu Flashwave 9230
Huawei OSN 8800
Infinera XTC-2, 4, 10
XTS-3300/3600
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