Optical Customer Markets Report

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Tabulates entire optical equipment market according to end customer type

  • Covers 4 global regions and five end customer types
    • Incumbent, Wholesale, Cloud & Colo, Cable MSO & Broadband, Enterprise & Government
  • Forecasts by region and category
  • Includes vendor market share for equipment sales to Cloud and Colo customers
  • Follows strict methodology to reduce analyst subjectivity
 
 
 
 
 

Latest Files

Latest report publications available for current clients

181012 Optical Customer Markets 2Q18 .xls

Initial release of 2Q18 Optical Customer Markets xls. Added rolling 4Q market share tables and charts.

181012 Optical Customer Markets 2Q18 .ppt

Initial release of 2Q18 Optical Customer Markets ppt. Added rolling 4Q market share tables and charts.

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


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

181012 Optical Customer Markets 2Q18 .xls

Initial release of 2Q18 Optical Customer Markets xls. Added rolling 4Q market share tables and charts.

181012 Optical Customer Markets 2Q18 .ppt

Initial release of 2Q18 Optical Customer Markets ppt. Added rolling 4Q market share tables and charts.

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).

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.

Cloud Spending on Optical Hardware – 1Q18 Update

An updated analysis of spending by cloud operators on optical equipment. Includes data through 1Q18.

180713 Optical Customer Markets 1Q18 .xls

Initial release of 1Q18 Optical Customer Markets xls. Report is now issued quarterly and includes additional quarterly detail in charts and tables.

180713 Optical Customer Markets 1Q18 .ppt

Initial release of 1Q18 Optical Customer Markets ppt. Report is now issued quarterly and includes additional quarterly detail in charts and tables.

180423 Optical Customer Markets 4Q17 .xls

Initial release of 4Q17 Optical Customer Markets xls.

180423 Optical Customer Markets 4Q17 .ppt

Initial release of 4Q17 Optical Customer Markets ppt.

180112 CMII Optical Roadmap 2022 Chinese .pdf

180112 CMII Optical Roadmap 2022 English .pdf

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.

171004 Optical Customer Markets 1H17 .ppt

The initial release of the 1H17 Optical Customer Markets PowerPoint.

171004 Optical Customer Markets 1H17 .xls

The initial release of the 1H17 Optical Customer Markets .xls.

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.

170415 Optical Customer Markets 2H16 .ppt

Initial release for 2H16.

170415 Optical Customer Markets 2H16 .xls

Initial release for 2H16. Full CY16 results. Report now includes vendor market share for sales to Cloud and Colo customers.

160930 Optical Customer Markets 1H16 .xls

Full release with 1H16 end customer market revenue and updated forecasts.

160919 ECOC2016 Market Focus.pdf

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

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.

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, Tejas Networks
Last Published Report 2Q18: October 12, 2018
Upcoming Publication Dates 3Q18: January 15, 2019
4Q18: April 15, 2019
1Q19: July 14, 2019
2Q19: 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
Wholesale Enterprise and wholesale transport service focus; usually lack wired or wireless consumer business. Examples: Teliacarrier Colt, Zayo, Cogent NA, EMEA, CALA, APAC
Cable MSO & Broadband Wired consumer access via coax, DSL, or fiber. Comcast, Virgin Media, Rogers, Shaw, Altibox, Sky, Charter, Free, Softbank 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, Facebook, 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

Adtran Opti-3/6100
TA5000 ONE
ADVA Cloudconnect
FSP3000
Teraflex
OptiDriver
Ciena 3500
4200
6500
6500 RLS
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 7040
Flashwave 7500
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 1/2
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
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
ZXONE 9700
Tejas Networks TJ1400
TJ1600