19 Aug 2015
European sales lift in Q2 2015 the only bright spot in an otherwise flat market for optical hardware, says analyst IHS.IHS Infonetics has published new vendor market share and preliminary analysis from its second quarter 2015 IHS Infonetics Optical Network Hardware report.
According to the report, global optical network hardware revenue (from equipment types for WDM and SONET/SDH systems) grew 22% in 2Q15 from the previous quarter, but sales were flat from the same period one year ago. Europe is the only major world region that posted positive year-over-year growth in 2Q15, up 8%.
“With three consecutive quarters of good results, Europe is signaling a reversal of the terrible optical spending that we have seen in the region over the past five years,” said Andrew Schmitt, research director for carrier transport networking at IHS. “This strength is concentrated in three companies: Alcatel-Lucent, Ciena and Infinera.
“When taking into account currency effects, the results are even stronger: adjusted for exchange rate, optical spending in Europe saw a 30 percent year-over-year growth rate in the second quarter, when measured in euros," he added.
Andrew Schmitt: market report author.
The quarterly IHS Infonetics Optical Network Hardware market size, share and forecast report, led by analyst Andrew Schmitt, examines the vendors, markets and trends related to metro and long haul WDM and SONET/SDH equipment used to build optical networks. The report also tracks Ethernet optical, SONET/SDH/POS and WDM ports. Vendors tracked include Adtran, Adva, Alcatel-Lucent, Ciena, Cisco, Coriant, Cyan, ECI, Fujitsu, Huawei, Infinera, NEC, Padtec, Transmode, TE Connectivity, Tyco Telecom, ZTE, among others.