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
Initial release of 2Q18 Optical Customer Markets xls. Added rolling 4Q market share tables and charts.
181012 Optical Customer Markets 2Q18 .pptInitial 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.
File Archive
Key optical topics and insights from the SCTE Cable-Tec show held in Atlanta, October 23-25, 2018. .pdf file of Active Insight Report Initial release of 2Q18 Optical Customer Markets xls. Added rolling 4Q market share tables and charts. Initial release of 2Q18 Optical Customer Markets ppt. Added rolling 4Q market share tables and charts. 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). 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. An updated analysis of spending by cloud operators on optical equipment. Includes data through 1Q18. Initial release of 1Q18 Optical Customer Markets xls. Report is now issued quarterly and includes additional quarterly detail in charts and tables. Initial release of 1Q18 Optical Customer Markets ppt. Report is now issued quarterly and includes additional quarterly detail in charts and tables. Initial release of 4Q17 Optical Customer Markets xls. Initial release of 4Q17 Optical Customer Markets ppt. “Mapping the Future of Optical Deployments” – Presentation made at ECOC 2017 in Gothenburg Sweden as part of the Market Focus symposium. The initial release of the 1H17 Optical Customer Markets PowerPoint. The initial release of the 1H17 Optical Customer Markets .xls. 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. Initial release for 2H16. Initial release for 2H16. Full CY16 results. Report now includes vendor market share for sales to Cloud and Colo customers. Full release with 1H16 end customer market revenue and updated forecasts. Andrew Schmitt’s presentation at the ECOC 2016 Market Focus event on Metro 100G+ Andrew Schmitt’s presentation at the OSA Executive Forum before OFC 2016 Andrew Schmitt’s keynote presentation at Next Generation Optical Networking held in Nice, France on June 29- July 1 2016.
2018 SCTE Cable Tec Expo Key Optical Topics
180112 CMII Optical Roadmap 2022 English .pdf
170919 ECOC 2017 Market Focus
Report Information
| 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
| Name | Description | Regions |
| 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 |
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| ADVA | Cloudconnect FSP3000 Teraflex OptiDriver |
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| Ciena | 3500 4200 6500 6500 RLS Waveserver Z series |
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| Cisco | NCS1000 NCS2000 NCS4000 |
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| Coriant | 7100 Groove G30 hiT 7300 mTera |
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| Cyan | Z series |
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| ECI | BG NPT OPT XDM |
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| Ekinops | 360 |
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| 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 |
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| Huawei | 6100/6020/6040 BWS series Optix SDH Systems OSN 902 OSN 1800 OSN 6800 OSN 8800 OSN 9800 |
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| 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 |
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| Transmode | XTG series XTM series |
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| Juniper Networks | BTI7000 BTI7800 |
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| Mitsubishi Electric | MF-6900GWS MF-8800GW-XC |
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| NEC | DW4200/4000 DW7000 |
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| Nokia | 1677 1830 PSI 1830 PSS 1850 TSS Wavelite |
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| Padtec | i6400G MPD 1200 |
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| TE Conn | Legacy SLTE and new wet plant |
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| Xtera | Nu-Wave Optima; includes wet plant |
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| ZTE | ZXMP M-series ZXMP S-series ZXONE 7000 ZXONE 9700 |
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| Tejas Networks | TJ1400 TJ1600 |