Transport Customer Markets Report

Measures transport hardware equipment spending from different network operator markets.

  • Tracks vendor market share of operator spending across 4 global regions and from 5 operator markets
    • Incumbent, Wholesale, Cloud & Colo, Cable MSO & Broadband, Enterprise & Government
  • Includes capex breakout of operator spending on both optical and packet equipment
  • Detailed spending forecasts for each network operator type on a regional basis
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Summary This report tracks optical and packet transport equipment spending by end customer market type. We collect shipment information and guidance directly from individual equipment companies each quarter, and allocate each company’s revenue according to each end market. 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, as well as equipment vendor market share per market.
Deliverables Excel file with complete data set, quarterly Powerpoint summary, and Transport 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 (Optical) 2018 (Packet)
Companies Adtran, ADVA, Alaxala, Ciena, Cisco, Ekinops, Ericsson, Fiberhome, Fujitsu, Fujitsu NC, Huawei, Infinera, Juniper Networks, Mitsubishi Electric, NEC, Nokia, Padtec, RAD, Tejas Networks, Ribbon Communications, Telco Systems, Xtera, ZTE
Last Published Report September 15, 2020
Upcoming Publication Dates December 21, 2020
April 16, 2021
June 30, 2021
September 30, 2021
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
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
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, J:COM, K-Opticom 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
Adtran Opti-3/6100, TA5000 ONE
ADVA Cloudconnect, FSP3000, Teraflex, OptiDriver, FSP150 series, FSP Metro Aggregation
Alaxala AX8600R, AX8600S, AX8300S, AX4600S, AX3800S
Ciena Waveserver, 3500, 4200, 6500, Z series, 6500 RLS, 6500 PTS, 8180 CNP, 8700 Packetwave, 5100 series, 3900 series
Cisco NCS1000, NCS2000, NCS4000, CRS-X, NCS 6000 Series, Catalyst 9500/9600, NCS 5000/5500, Catalyst 9200/9300/9400, NCS 1002
Ekinops 360
Ericsson Fronthaul 6000, 6274, 6273, 6671, 6671, 6672, 6471, 6371
Fujitsu Flashwave 7040, Flashwave 7500/S, Flashwave 9130/40, Flashwave 9230, Flashwave 9500, 1Finity S100, FLASHWAVE 5310, Flexihaul
Fujitsu NC Flashwave 4100ES, Flashwave 4500, Flashwave 7500, CDS
Huawei OSN 902, OSN 1800, OSN 6800, OSN 8800, OSN 9800, Optix SDH Systems, 6100/6020/6040, BWS series, NE9000, NE8000, AR Series, NE5000E/80E, NE40E, NE80/40, NE20, CX600, MSCG, PTN3900/1900, PTN950/912/910, ATM910/950/980, S5600, S5300, S3900, S3500, S3300, S3000, S2000, S2300
Infinera Cloud Xpress 1 & 2, DTN, XT-500/3300/3600, XT-500/XT-3300, XTS-3300/3600, XTG series, XTM series, 7100, Groove G30/G40, hiT 7300, mTera, DRX, 8600, 7090