Technology market research firm Infonetics Research, now part of IHS Inc. (NYSE: IHS), today reported that global spending on wavelength division multiplexing (WDM) equipment, which is used to build more efficient optical networks, grew 6 percent in 2014 from 2013, to $10 billion.
Infonetics’ early edition Optical Network Hardware report contains vendor market share and preliminary analysis for the global optical equipment market for the fourth quarter of 2014 (4Q14) and the full-year 2014.
“The North American optical market diverged sharply in 2014, with strong results from Adva, Infinera and Ciena balanced by major weakness at traditional vendors like Alcatel-Lucent, Fujitsu and Coriant,” Andrew Schmitt, principal analyst for carrier transport networking at Infonetics Research, said. “The pattern here could not be clearer: companies whose fortunes are tied to traditional carriers are underperforming. Yet the press and investor echo chamber’s fascination with AT&T and Verizon spending inexplicably remains.”
“One important note on the EMEA region: when measured in euros, fourth quarter WDM optical spending surged 14 percent from the year prior. This has no precedent in the past five years,” Schmitt said.
OPTICAL MARKET HIGHLIGHTS
Ciscorevenue was roughly flat for the year as the company seeks customers for its NCS 4000 platform and re-orients sales efforts due to the rapidly changing tastes of traditional customers in the enterprise and data center markets
OPTICAL REPORT SYNOPSIS
Infonetics’ quarterly optical hardware report provides worldwide and regional market size, market share, forecasts through 2019, analysis and trends for metro and long haul SONET/SDH and WDM equipment, Ethernet optical ports, SONET/SDH/POS ports, and WDM ports. Vendors tracked: Adtran, Adva, Alcatel-Lucent, Ciena, Cisco, Coriant, Cyan, ECI, Fujitsu, Huawei, Infinera, NEC, Padtec, Transmode, TE Connectivity, Tyco Telecom, ZTE, others. To purchase the report, contact Infonetics: www.infonetics.com/contact.asp.