ACG Research

ACG Research
We focus on the Why before the What

Tuesday, February 15, 2011

ACG Reports Optical Market Up 15%

The total optical market was up 15% quarter over quarter and 9% year over year. However, anyone who'd hoped for a large increase from 2009 to 2010, will be disappointed as the entire market is still down under the 2009 totals. Reasons for the strength are due to typical quarterly upswings, but also to the reconciliation of supply chain issues that affected several companies early this year, allowing them to ship against backlog end of year.

What stands out this year is ZTE's significant growth, which came at Huawei's expense. ZTE was up 55%, and Huawei down 7%, compared to 2009. Even though ZTE's total revenues by year end were only half of Huawei's, the company clearly made a dent in Huawei's business, especially in China. This is significant in that the APAC market year over year was completely flat at $4.4 billion. That's $200 million in-country revenue that shifted from one vendor to the other.

For more information about our optical market shares and year-end data or POT syndicated service, contact Karen Grenier at

Friday, February 4, 2011

ACG Research Examines the Next-Generation LSR

ACG Research examines how content providers’ requirements differ from service providers’ requirements; how a next-generation label switched router can provide benefits for both types of networks; and how new optical technologies have enabled a breakthrough and paradigm shift that now enable and significantly increase the value of converging packet and optical technologies.

With the successful penetration of smart phones and tablets, ubiquitous access to information is no longer limited to standalone and fixed devices. Thirst for more bandwidth continues to grow exponentially, and traditional service providers have approached a fork in the road. They can either become a transport utility or a value-added service provider.

While service providers work on developing service opportunities, they have realized that content delivery has morphed, creating a new infrastructure of interconnected content provider networks that are shifting traditional service providers to the side and establishing direct connections between consumers and content. This disintermediation is disrupting traditional economic models in the Internet and new players are beginning to define and reshape the networks.

To download the white paper, go to

Thursday, February 3, 2011

Hyperconnectivity and the Mobile Data Challenge: Can Cisco’s MOVE Help Wireless Operators

Data traffic is exploding on mobile networks, approximately doubling every year. Mobile operators must plan to profitably meet the ravenous appetites of their customers for data. Video now accounts for approximately half of the traffic passing through worldwide mobile networks. Additionally, they must develop cohesive and thoughtful network strategies and business models that effectively target this video explosion. To address these issues Cisco has developed MOVE, which features three major components: Mobile Videoscape®, AIR (Adaptive Intelligent Routing) and Service Provider WiFi solution.

Does Cisco’s MOVE solutions provide a powerful opportunity for mobile operators to address the surge in data traffic over the next five years?

Does it significantly reduce their costs?

Does it enable them to manage and reduce the volume of traffic?

Does the solution create new revenue-generating services and business models?

Click to read the results of ACG Research's independent analysis

Ray Mota