Optical market recovery continues in all regions but EMEA; Fujitsu, Tellabs post strong P-OTS revenue gains in 2Q10

Boston, MASSACHUSETTS, August 16, 2010-Market research firm Infonetics Research (www.twitter.com/infonetics) today released excerpts from its second quarter 2010 (2Q10) Optical Network Hardware vendor market share report.

ANALYST NOTE

"Optical network equipment spending was up in North America, Asia Pacific and Central and Latin America in the second quarter. The recovery in North America rolled on mainly due to strong growth from Infinera, Fujitsu and ADVA from a broad base of customers. Meanwhile, optical spending in the EMEA region was roughly flat quarter-over-quarter and the outlook for 2010 remains mixed," notes Andrew Schmitt, directing analyst for optical.

OPTICAL MARKET HIGHLIGHTS

• Quarter-over-quarter, from 1Q10 to 2Q10, the worldwide optical network hardware market increased 2.9% to $3.05 billion
• The Asia Pacific optical network hardware market posted strong sequential growth of 8.1% in 2Q10, as Chinese carriers continued to spend aggressively on optical equipment
• Huawei extended its market share lead over Alcatel-Lucent in the worldwide optical network hardware market based on gains in both Asia Pacific and EMEA (Europe, Middle East, Africa)
• Fujitsu and Tellabs grew revenue in the packet-optical transport system (P-OTS) market segment based on continued shipments to Verizon and other customers

REPORT SYNOPSIS

Infonetics' quarterly optical report tracks Adtran, ADVA, Alcatel-Lucent, BTI, Ciena, Cisco, ECI, Ericsson, Fujitsu, Huawei, Infinera, NEC, Nokia Siemens Networks, Nortel, Sycamore, Tejas Networks, Tellabs, Transmode, Tyco, Xtera, ZTE, and others.

The report provides worldwide and regional market share, market size, forecasts through 2014, and analysis for metro and long haul optical network equipment, including SONET/SDH (ADMs and terminals, metro MSPPs and crossconnects), WDM (transport, ROADM, and long haul submarine line terminating equipment), and packet-optical transport systems (P-OTS).

The report also tracks the number of ports and revenue per port for WDM and SONET/SDH products by speed (Ethernet, SONET/SDH/POS, WDM), from below OC48/STM1 to 100G.

RELATED RESEARCH

• Packet-optical transport system operator survey reveals importance of OTN switching
• EMEA optical network hardware market on track for 12% recovery in 2010
• Carriers and enterprises gobbling up 10G, 40G, 100G ports to handle exploding traffic
• 10G/40G/100G optical transceivers to hit $1.44B by 2014, driven by SFP+ and tunable XFP
• Asia optical network hardware market resilient during recession, but slowdown looms
• WDM ROADM is fastest growing optical segment, fueled by wavelength selective switches

UPCOMING OPTICAL RESEARCH

See OPTICAL on Infonetics' portal (http://www.infonetics.com/login) for additional information:

• Q210 Optical Network Hardware Market Forecasts
• Biannual 10G/40G/100G Optical Transceivers Market Size/Forecasts
• Biannual ROADM Components Market Share/Forecasts
• Biannual 10G/40G/100G Networking Ports Market Size/Forecasts
• Optical Equipment Features and Vendor Ratings: Global Service Provider Survey
• Q310 Optical Network Hardware Market Share/Forecasts
• 40G/100G Deployment Strategies: Global Service Provider Survey

SALES

• Larry Howard, Vice President: larry@infonetics.com, +1 (408) 583-3335
• Scott Coyne, Senior Account Director, Eastern North America, Europe, Middle East: scott@infonetics.com, +1 (408) 583-3395

Infonetics Research (www.infonetics.com) is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.

Follow Infonetics on Twitter for the latest headlines: http://twitter.com/infonetics.

Press Contact:
Andrew Schmitt
Directing Analyst, Optical
Infonetics Research
(408) 583-3393
andrew@infonetics.com
twitter: aschmitt