Driven by new deployments from U.S.-based providers Verizon (NYSE: VZ) and other Tier 1 Chinese operators, the long haul and WDM metro optical system market segments grew 20 percent year-over-year in the first quarter of 2016.
Jimmy Yu, vice president at Dell'Oro Group noted that "this was the 25th consecutive quarter of WDM market expansion, and ...100 Gbps coherent wavelength shipments in the first quarter 2016 were twice the amount shipped in the first quarter 2015."
Although WDM deployments were higher year-over-year in every region, the Asia Pacific region saw the highest increase due to large procurements from the three of China's largest operators -- China Mobile, China Telecom and China Unicom. Taking out sales from China, Dell'Oro noted that the WDM market growth rate was 13 percent year-over-year in the first quarter of 2016. From a vendor perspective, the top four global WDM vendors in the first quarter and trailing four-quarter period were Huawei, Ciena, ZTE, and Nokia. For the trailing four-quarter period, each vendor's revenue share was 25 percent, 15 percent, 12 percent, and 11 percent, respectively. Release