The Worldwide Packet Optical Transport Market has seen typical 3Q seasonality, declining 16.1% sequentially but growing 21.0% year over year, according to ACG Research. The total Worldwide Optical Networking market declined 9.3% sequentially but grew 5.4% year over year in Q3 2011.
Cisco has regained the number one position with 22.7% of total market share in Packet Optical Transport; Fujitsu is still strong at the #2 spot. Tellabs, which had the #1 share in POT systems for the last 2 quarters has now fallen to third place with 16.1% market share. Of note, Infinera captured the number one spot in Long haul DWDM segment for North America.
According to Eve Griliches, "Despite weak economies and lackluster employment trends, financial investment firms are still investing in optical networking products, albeit at a slower rate this quarter. Content providers are deploying 100G as planned, and in fairly high numbers. We are in a fairly different market now, which is changing faster than previous generations. Demand from content providers is growing and spending by top tier providers is being constrained.”
QUARTERLY TREND and DRIVER HIGHLIGHTS
Cisco has regained the number one position with 22.7% of total market share in Packet Optical Transport; Fujitsu is still strong at the #2 spot. Tellabs, which had the #1 share in POT systems for the last 2 quarters has now fallen to third place with 16.1% market share. Of note, Infinera captured the number one spot in Long haul DWDM segment for North America.
According to Eve Griliches, "Despite weak economies and lackluster employment trends, financial investment firms are still investing in optical networking products, albeit at a slower rate this quarter. Content providers are deploying 100G as planned, and in fairly high numbers. We are in a fairly different market now, which is changing faster than previous generations. Demand from content providers is growing and spending by top tier providers is being constrained.”
| Top Vendors-Worldwide Packet Optical Transport Systems (POTS) Market | |||
| Vendor | Rank | Q-Q Revenue Growth | Y-Y Revenue Growth |
| Cisco | 1 | 16.7% | 35.8% |
| Fujitsu | 2 | 22.0% | 49.1% |
| Tellabs | 3 | -24.2% | -15.2% |
| Huawei | 4 | 5.3% | 54.9% |
| Alcatel-Lucent | 5 | -17.6% | -31.6% |
| Total |
| -4.4% | 12.9% |
QUARTERLY TREND and DRIVER HIGHLIGHTS
- This quarter has been marked by headwinds, strikes, hurricanes and floods. Overlay that with a climate that has a "hesitation to spend" and "continued focus on fiscal control" and you would assume that it was a lousy quarter. It is not. OTN architecture is clearly resonating with operators, but adoption of OTN standalone platforms within major carriers involves a long selling and new certification cycle.
- It turns out the headwinds, strikes and floods had little disruption for most vendors in what is a typically soft quarter. Effects of the floods in Thailand are likely to be felt next quarter and possibly into Q1 2012, although not by significant percentages.
For more information about ACG Research's Packet Optical Transport Market Share Report contact sales@acgresearch.net.
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