Report Overview:
Measures transport hardware equipment spending from different network 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
Report Navigation
Please log in to see if you are subscribed to this report.
Latest Reports
2Q21 Transport Customer Markets Report
Optical spending by North American Traditional Telco carriers declined YoY; Cloud & Colo optical spending worldwide slowed as NA spending... (Read more)
Latest Files – Download the latest report publications
210923-Cignal-TRNEQ-MA-2Q21-Transport-Customer-Markets.pptx
210914-Cignal-TRNEQ-MA-2Q21-Transport-Customer-Markets.xlsx
Download Real-time Excel File
Contains interim updates and company releases made since latest report publication.
File archive contains all past report publications. Clients can access all files on or before their most recently purchased subscription.
Report Information
| Report Information | |||
| 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 14, 2021 | ||
| Upcoming Publication Dates | December 15, 2021 March 15, 2022 June 18, 2022 September 15, 2022 | ||
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 |
| 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 |
System Information
| 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 | NCS 1000, NCS 2000, NCS 4000, CRS-X, NCS 6000 Series, Catalyst 9500/9600, NCS 5000/5500, Catalyst 9200/9300/9400, NCS 1002, NCS 520/540, ASR 9000, NCS 8000 | ||
| 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 | 1Finity, 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, 7100, Groove G30/G40, hiT 7300, mTera, DRX, 8600, 7090 |