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
 
 
 
 
 

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3Q18 Optical Customer Markets Report

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Latest report publications available for current clients

181213-Cignal-OPTEQ-MA-3Q18-Optical-Customer-Markets.pptx

181213-Cignal-OPTEQ-MA-3Q18-Optical-Customer-Markets.xlsx

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

181213-Cignal-OPTEQ-MA-3Q18-Optical-Customer-Markets.pptx

181213-Cignal-OPTEQ-MA-3Q18-Optical-Customer-Markets.xlsx

181012-Cignal-OPTEQ-MA-2Q18-Optical-Customer-Markets.xlsx

181012-Cignal-OPTEQ-MA-2Q18-Optical-Customer-Markets.pptx

180724-Cignal-OPTEQ-MA-1Q18-Cloud-Spending-on-Optical-Hardware-Update.pdf

180713-Cignal-OPTEQ-MA-1Q18-Optical-Customer-Markets.xlsx

180713-Cignal-OPTEQ-MA-1Q18-Optical-Customer-Markets.pptx

180423-Cignal-OPTEQ-MA-4Q17-Optical-Customer-Markets.xlsx

180423-Cignal-OPTEQ-MA-4Q17-Optical-Customer-Markets.pptx

171004-Cignal-OPTEQ-MA-1H17-Optical-Customer-Markets.pptx

171004-Cignal-OPTEQ-MA-1H17-Optical-Customer-Markets.xlsx

170415-Cignal-OPTEQ-MA-2H16-Optical-Customer-Markets.pptx

170415-Cignal-OPTEQ-MA-2H16-Optical-Customer-Markets.xlsx

160930-Cignal-OPTEQ-MA-1H16-Optical-Customer-Markets.xlsx

Report Information

SummaryThis 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.
MethodologyAll 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 ShareReport 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.
DeliverablesExcel file with complete data set, Powerpoint summary, and Optical Equipment Active Insight, including a detailed summary of market performance for the report period.
Forecast5 Years with annual market size totals. No market share forecasts.
Historical Start Date2014
Companies IncludedAdtran, 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 Report3Q18: December 13, 2018
Upcoming Publication Dates4Q18: April 15, 2019
1Q19: July 14, 2019
2Q19: October 15, 2019
3Q19: January 15, 2020

Category Information

IncumbentProvide 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, MTNNA, EMEA, CALA, APAC
WholesaleEnterprise and wholesale transport service focus; usually lack wired or wireless consumer business. Examples: Teliacarrier Colt, Zayo, CogentNA, EMEA, CALA, APAC
Cable MSO & BroadbandWired consumer access via coax, DSL, or fiber. Comcast, Virgin Media, Rogers, Shaw, Altibox, Sky, Charter, Free, SoftbankNA, 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, InterxionNA, EMEA, CALA, APAC
Enterprise & GovernmentMedium & 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, othersNA, EMEA, CALA, APAC

System Information

AdtranOpti-3/6100
TA5000 ONE
ADVACloudconnect
FSP3000
Teraflex
OptiDriver
Ciena3500
4200
6500
6500 RLS
Waveserver
Z series
CiscoNCS1000
NCS2000
NCS4000
Coriant7100
Groove G30
hiT 7300
mTera
ECIBG
OPT9600
XDM
OPT9900
Ekinops360
Fujitsu1Finity (T-Series, L-series)
CDS
Flashwave 4100ES
Flashwave 4500
Flashwave 7040
Flashwave 7500
Flashwave 7500/S
Flashwave 9130/40
Flashwave 9230
Flashwave 9500
Huawei6100/6020/6040
BWS series
Optix SDH Systems
OSN 902
OSN 1800
OSN 6800
OSN 8800
OSN 9800
InfineraCloud Xpress 1/2
DTN
XT-500/3300/3600
XT-500/XT-3300
XTC-2, 4, 10
XTS-3300/3600
XTG series
XTM series
Juniper NetworksBTI7000
BTI7800
Mitsubishi ElectricMF-6900GWS
MF-8800GW-XC
NECDW4200/4000
DW7000
Nokia1677
1830 PSI
1830 PSS
1850 TSS
Wavelite
Padteci6400G
MPD 1200
TE ConnLegacy SLTE and new wet plant
XteraNu-Wave Optima; includes wet plant
ZTEZXMP M-series
ZXMP S-series
ZXONE 7000
ZXONE 9700
Tejas NetworksTJ1400
TJ1600