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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200324-Cignal-TRNEQ-MA-4Q19-Transport-Customer-Markets.xlsx
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, Ciena, Cisco, ECI, Ekinops, Ericsson, Fiberhome, Fujitsu, Fujitsu NC, Huawei, Infinera, Juniper Networks, Mitsubishi Electric, NEC, Nokia, Padtec, RAD, Tejas Networks, Telco Systems, Xtera, ZTE | ||
| Last Published Report | April 15, 2020 | ||
| Upcoming Publication Dates | June 30, 2020 September 30, 2020 December 21, 2020 April 16, 2021 | ||
Category Information
| Name | Description | Regions |
| 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 |
| 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 |
| 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 |
System Information
| Adtran | Opti-3/6100, TA5000 ONE | ||
| ADVA | Cloudconnect, FSP3000, Teraflex, OptiDriver, FSP150 series, FSP Metro Aggregation | ||
| Ciena | Waveserver, 3500, 4200, 6500, Z series, 6500 RLS, 6500 PTS, 8180 CNP, 8700 Packetwave | ||
| Cisco | NCS1000, NCS2000, NCS4000, CRS-X, NCS 6000 Series, Catalyst 9500/9600, NCS 5000/5500 | ||
| ECI | NPT, OPT9600, XDM, BG, OPT9900, Neptune 1200, Neptune 1300, Neptune 1800 | ||
| Ekinops | 360 | ||
| Ericsson | Fronthaul 6000 | ||
| Fujitsu NC | Flashwave 4100ES, Flashwave 4500, Flashwave 7500, CDS | ||
| Fujitsu | Flashwave 7040, Flashwave 7500/S, Flashwave 9130/40, Flashwave 9230, Flashwave 9500 | ||
| Huawei | OSN 902, OSN 1800, OSN 6800, OSN 8800, OSN 9800, Optix SDH Systems, 6100/6020/6040, BWS series, NE9000, NE8000 | ||
| Infinera | Cloud Xpress 1 & 2, DTN, XT-500/3300/3600, XT-500/XT-3300, XTS-3300/3600, XTG series, XTM series, 7100, Groove G30, hiT 7300, mTera | ||
| Juniper Networks | BTI7800, BTI7000, PTX10000 series, MX2000, T640/1600/4000, MX10000 series | ||
| Mitsubishi Electric | MF-8800GW-XC, MF-6900GWS | ||
| NEC | DW4200/4000, DW7000 | ||
| Nokia | 1830 PSI, 1677, 1850 TSS, 1830 PSS, Wavelite, 7950 ERS, 7250 Interconnect Router, 7705 Service Aggregation Router, 7750 SR-s, 7750 Service Router | ||
| Padtec | i6400G, MPD 1200 | ||
| TE Conn | Legacy SLTE and new wet plant | ||
| Tejas Networks | TJ1400, TJ1600, TJ1400, TJ1600 | ||
| Xtera | Nu-Wave Optima; includes wet plant | ||
| ZTE | ZXONE 7000, ZXMP S-series, ZXMP M-series, ZXONE 9700, ZXR10 T8000, ZXR10 M6000 |