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 Report Publications
Latest files
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.
File Archive
190110-Cignal-OPTEQ-AI-3Q18-Coherent-Port-Pricing-Trends-Report.pdf 181213-Cignal-OPTEQ-MA-3Q18-Optical-Customer-Markets.pptx 181213-Cignal-OPTEQ-MA-3Q18-Optical-Customer-Markets.xlsx 181128-Cignal-OPTEQ-AI-3Q18-400ZR-The-4th-Generation-Coherent-Opportunity.pdf 181031-Cignal-OPTEQ-AI-3Q18-2018-SCTE-Cable-Tec-Expo-Key-Optical-Topics.pdf 181029-Cignal-OPTEQ-AI-2Q18-Infinera-Acquires-Coriant.pdf 181012-Cignal-OPTEQ-MA-2Q18-Optical-Customer-Markets.xlsx 181012-Cignal-OPTEQ-MA-2Q18-Optical-Customer-Markets.pptx 181010-Cignal-OPTEQ-AI-2Q18-ECOC-2018-OIDA-Dinner-Cignal-AI.pptx 181010-Cignal-OPTEQ-AI-1Q18-Third-Generation-Coherent-Technology.pdf 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 180112-Cignal-OPTEQ-AI-3Q17-CMII-Optical-Roadmap-2022-Chinese.pdf 180112-Cignal-OPTEQ-AI-3Q17-CMII-Optical-Roadmap-2022-English.pdf 170919-Cignal-OPTEQ-AI-2Q17-ECOC-2017-Market-Focus.pptx 171004-Cignal-OPTEQ-MA-1H17-Optical-Customer-Markets.pptx 171004-Cignal-OPTEQ-MA-1H17-Optical-Customer-Markets.xlsx 170919-Cignal-OPTEQ-AI-1Q17-NGON-Presentation-2017.pptx 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 160919-Cignal-OPTEQ-AI-2Q16-ECOC2016-Market-Focus.pdf 160321-Cignal-OPTEQ-AI-2Q16-OSA-EXEC-Forum-2016.pptx 160701-Cignal-OPTEQ-AI-1Q16-IIR-WDM-2016-Combined.pdf
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 | 3Q18: December 13, 2018 | ||
| Upcoming Publication Dates | 4Q18: April 15, 2019 1Q19: July 14, 2019 2Q19: October 15, 2019 3Q19: January 15, 2020 | ||
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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| ECI | BG 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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| 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 |