2Q22 Transport Hardware & Markets Report

North American Cloud operators were again the growth engine for optical and packet transport sales

1Q22 Optical Components Report

It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.

1Q22 Transport Hardware & Markets Report

First-quarter 2022 worldwide optical hardware spending increased 2.5% YoY, while packet gained 2%. North America led growth in both categories.

1Q22 Transport Hardware & Markets Report

First-quarter 2022 North American optical and packet sales continue to rebound despite supply-chain constraints. Excluding NA, both hardware categories declined in 1Q22.

4Q21 Transport Hardware & Markets Report

Fourth-quarter 2021 worldwide optical hardware spending increased 3.5% YoY. Declines centered in APAC for the second consecutive quarter, while all other regions grew YoY.

3Q21 Transport Hardware Report

Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.

2Q21 Transport Customer Markets Report

Optical spending by North American Traditional Telco carriers declined YoY; Cloud & Colo optical spending worldwide slowed as NA spending stalled.

2Q21 Transport Hardware Report

First-quarter 2021 worldwide optical hardware spending was down slightly YoY, Chinese optical hardware spending was down significantly.

1Q21 Transport Customer Markets Report

Optical spending by North American Traditional Telco carriers declined steeply YoY compared to a heavily frontloaded 1Q20, but show signs of longer term recovery. Cloud & Colo optical spending worldwide slowed as NA spending stalled in 2020 and APAC is just beginning to take off.

1Q21 Transport Hardware Report

First quarter optical spending was down compared to the Covid-impacted 1Q20. Packet transport sales, which suffered a year ago from operational issues, increased sharply.

4Q20 Transport Customer Markets Report

North American Traditional Telco spending on optical and packet hardware declined significantly in the 4th quarter, due to a dramatic reshuffling of capex spurred by the pandemic during the first half of 2020. Meanwhile, APAC Cloud & Colo spending exploded. Long term, hardware sales in all markets are predicted to return to growth in the second half of 2021.

4Q20 Transport Hardware Report

North American optical and packet transport spending plummeted in North America as Tier 1s concentrated COVID-related capex in the first half of the year.

3Q20 Transport Customer Markets Report

North America transport hardware spending growth shifted dramatically this quarter from Cloud & Colo operators to Incumbents. APAC Cloud & Colo optical sales grew again.

3Q20 Transport Hardware Report

Third quarter results were better than forecast, especially in EMEA where both optical and packet hardware spending increased. North America spending declined while China spending was flat and Japan spending growth continued unabated.

2Q20 Transport Customer Markets Report

Cloud & Colo optical spending in North America cooled while spending in APAC was unexpectedly strong this quarter.

2Q20 Transport Hardware Report

Second quarter results were mixed. Forecasted growth in Q2 from sales pushed out of Q1 did not materialize as anticipated and carriers indicated that annual CapEx will not be increased – suggesting a flat to down second half of the year.

1Q20 Transport Customer Markets Report

North American Incumbent optical spending was up almost 50% YoY while Wholesale, Cable/MSO, and Cloud spending all declined this quarter.

1Q20 Transport Hardware Report

Vendors generally claimed a 5-10% reduction in sales due to COVID-19 operational issues this quarter. While demand increased, the inability to get parts, manufacture equipment, and deliver to end customers reduced sales in all areas.

4Q19 TRNEQ_MA PPT

4Q19 Transport Customer Markets Report

Cloud & Colo optical spending growth cooled in the 4th quarter but still led growth for the year with Ciena as market share leader. North American Incumbent and Cable/MSO optical spending came back strong in the 4th quarter.

4Q19 Transport Hardware Report

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2024.