REDWOOD CITY, USA: According to a newly published report by Dell’Oro Group, the trusted source for market information about the networking and telecom industries, the worldwide optical market grew 11 percent quarter-over-quarter (Q/Q) in the second quarter this year.
The Asia Pacific region contributed most of this sequential growth and was the largest region contributing nearly 40 percent of the worldwide revenues in the quarter.
“An 11 percent growth following a near historic sequential decline in the first quarter of the year gives me confidence that the worst may be over for the optical equipment market,” said Jimmy Yu, Director of Optical Transport research at Dell’Oro Group.
“My only reservation is that, although each region experienced slight growth, the growth was predominantly driven by Asia Pacific which grew nearly 25 percent sequentially. Additionally, I estimate that it was revenue from China that contributed almost all of this region’s growth, so a good deal of the optical market’s recovery is dependent on China’s continued strength as the other regions recover,” Yu added.
Huawei and ZTE benefited from the optical sales growth in China, increasing their worldwide market shares.
Showing posts with label Dell’'Oro Group. Show all posts
Showing posts with label Dell’'Oro Group. Show all posts
Thursday, August 20, 2009
Friday, August 7, 2009
Fixed-line carrier IP telephony market to return to growth in 2010
REDWOOD CITY, USA: Dell’Oro Group, the trusted source for information about the networking and telecommunications industries, recently reported that the total carrier IP telephony market is expected to continue to contract in 2009 as service providers defer as much capital spending as possible outside of strategic, long-term investments until 2010 or even later, and wait until they can better gauge prospective business conditions.
Despite this contraction, the market is forecast to grow over the next five years and approach $4 billion by 2013.
“While the market is in the midst of a large contraction, we forecast that service providers will resume network modernization projects in 2010 as the economy stabilizes,” said Greg Collins, Vice President at Dell’Oro Group. “Beyond 2010, we expect market growth to be gradual, mirroring the migration of circuit-switched POTS subscribers to voice-over-broadband services,” Collins added.
The market for IMS core equipment (i.e., CSCF and HSS) is forecast to grow by a compounded average of 44 percent per year between 2008 and 2013 to reach $743 million in 2013.
The report also indicates that the market for mobile-subscriber-related IMS core equipment is expected to grow more than 50 percent in 2010, and that growth will significantly increase in 2011 as LTE-related deployments surge.
Despite this contraction, the market is forecast to grow over the next five years and approach $4 billion by 2013.
“While the market is in the midst of a large contraction, we forecast that service providers will resume network modernization projects in 2010 as the economy stabilizes,” said Greg Collins, Vice President at Dell’Oro Group. “Beyond 2010, we expect market growth to be gradual, mirroring the migration of circuit-switched POTS subscribers to voice-over-broadband services,” Collins added.
The market for IMS core equipment (i.e., CSCF and HSS) is forecast to grow by a compounded average of 44 percent per year between 2008 and 2013 to reach $743 million in 2013.
The report also indicates that the market for mobile-subscriber-related IMS core equipment is expected to grow more than 50 percent in 2010, and that growth will significantly increase in 2011 as LTE-related deployments surge.
Wednesday, August 5, 2009
Ethernet switch market to begin rebounding in 2010
REDWOOD CITY, USA: According to a recent report by Dell’Oro Group, the total Ethernet Switch market is forecast to decline almost 20 percent in 2009, the sharpest decline since 2001, before it begins to rebound in 2010. The report indicates that 10 GE and data center will be catalysts for growth during the next few years.
“Given the severity of the decline during the first quarter of 2009, it will be difficult for the market to rebound quickly to the revenue and port levels we saw in 2008,” said Alan Weckel, Director of Ethernet Switch Market Research at Dell’Oro Group.
“We believe that the data center will be one of the largest drivers for growth beyond 2009, as the market is expected to begin expanding again in 2010. However, it will be difficult for the market to return to the robust growth rates it enjoyed over the past five years,” stated Weckel.
The report indicates that Cisco’s move into the server market, HP’s expansion of its data center portfolio as well as IBM’s entrance into the Ethernet Switch market, are examples that some vendors will approach a more holistic product offering for the data center going forward.
“Given the severity of the decline during the first quarter of 2009, it will be difficult for the market to rebound quickly to the revenue and port levels we saw in 2008,” said Alan Weckel, Director of Ethernet Switch Market Research at Dell’Oro Group.
“We believe that the data center will be one of the largest drivers for growth beyond 2009, as the market is expected to begin expanding again in 2010. However, it will be difficult for the market to return to the robust growth rates it enjoyed over the past five years,” stated Weckel.
The report indicates that Cisco’s move into the server market, HP’s expansion of its data center portfolio as well as IBM’s entrance into the Ethernet Switch market, are examples that some vendors will approach a more holistic product offering for the data center going forward.
Friday, July 31, 2009
Optical transport equipment market to reach $15 billion in 2013
REDWOOD CITY, USA: In a newly released forecast report by Dell'Oro Group, the global optical transport equipment revenues are forecast to resume growth in 2010 and approach a market size of $15 billion by 2013.
The report also indicates that 40 Gbps wavelengths will likely account for nearly half of the DWDM long haul capacity shipments in 2013.
“We forecast optical transport equipment revenues to decline slightly more than 10 percent in 2009, but the market should recover in 2010 with increasing consumer demand for faster access speeds in homes and mobile phones,” said Jimmy Yu, Director of Optical Transport research at Dell'Oro Group.
“The optical equipment segments that should return to positive growth first are the metro systems -- WDM metro and SONET/SDH multiplexers. The long haul capacity to support consumer demand is expected to expand with increasing deployments of 40 Gbps and 100 Gbps wavelengths on DWDM long haul systems.
"Even as the overall DWDM long haul market is in a period of a cyclical decline, 40 Gbps wavelength shipments are expected to continue growing and contribute almost half of long haul capacity shipments by 2013,” added Yu.
The report also indicates that 40 Gbps wavelengths will likely account for nearly half of the DWDM long haul capacity shipments in 2013.
“We forecast optical transport equipment revenues to decline slightly more than 10 percent in 2009, but the market should recover in 2010 with increasing consumer demand for faster access speeds in homes and mobile phones,” said Jimmy Yu, Director of Optical Transport research at Dell'Oro Group.
“The optical equipment segments that should return to positive growth first are the metro systems -- WDM metro and SONET/SDH multiplexers. The long haul capacity to support consumer demand is expected to expand with increasing deployments of 40 Gbps and 100 Gbps wavelengths on DWDM long haul systems.
"Even as the overall DWDM long haul market is in a period of a cyclical decline, 40 Gbps wavelength shipments are expected to continue growing and contribute almost half of long haul capacity shipments by 2013,” added Yu.
Subscribe to:
Posts (Atom)
