Dell'Oro Group の光トランスポート四半期レポートは 、メーカー収益、平均販売価格、出荷台数（1.2Tbps 以上の速度別）を網羅した表で、市場を完全かつ詳細にカバーしています。レポートでは、DWDM長距離、WDMメトロ、マルチサービスマルチプレクサ（SONET/SDH）、光スイッチ、光パケットプラットフォーム、データセンターインターコネクト（メトロおよび長距離）、ディスアグリゲーションWDMを追跡しています。
Dell'Oro Group publishes Optical Transport quarterly reports containing in-depth market-level and detailed vendor market share information on the following markets:
DWDM long haul
WDM metro
Multiservice multiplexers (SONET/SDH)
Optical switch
Optical Packet Platforms
Data center interconnect application (metro and long haul)
The reports include tables showing manufacturers' revenue, units/wavelengths/interfaces/ports shipped, and average selling prices. We also report by a variety of port/interface types, for example by:
The Optical Transport market by region - North America, EMEA (Europe, Middle East, and Africa), Asia Pacific, China, India, Japan, and CALA (Caribbean and Latin America)
Vendor market share by region - North America, Europe, MEA (Middle East, and Africa), Asia Pacific, China, India, Japan, CALA (Caribbean and Latin America), and Worldwide excluding China
Vendor market share for port shipments (<40 Gbps, 100 Gbps, 200 Gbps, 400 Gbps, 800 Gbps) on the Data Center Interconnect and Internet Content Provider segments
Vendor market share for WDM used in Subsea applications
Optical Transport Equipment Market Declined 18 Percent in 3Q 2024
According to Dell’Oro Group
Every Region Contracted Year-over-Year in Quarter
REDWOOD CITY, Calif.
According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Optical Transport equipment market declined 18 percent year-over-year in 3Q 2024 due to reduced global demand. Revenue contribution was down year-over-year in all of the major geographic regions.
“The demand for Optical Transport equipment is significantly lower,” said Jimmy Yu, Vice President at Dell’Oro Group. “Although customer inventory is still a factor causing the declining optical sales, we believe unfavorable macroeconomic conditions had a larger influence on the current market results. This is best exhibited by the market contraction in some important geographic regions where customer inventory levels were not elevated, such as Europe and China,” added Yu.
Additional highlights from the 3Q 2024 Optical Transport Quarterly Report:
Most regions declined more than 20 percent in the quarter, with the highest declines occurring in India and China. India posted a revenue decline of 40 percent, and China posted a revenue decline of 30 percent.
The customer inventory correction that started in 4Q 2023 is nearly behind us. Vendor comments indicate that order flow is increasing, and optical revenue in the North American region, where most of the excess inventory build-up occurred, is improving.
The top three vendors for the year’s first nine months were Huawei, Ciena, and ZTE. Huawei gained the most market share among all the vendors during that period, with an estimated gain of four percentage points of market share. The vendor with the next highest share gain was ZTE.
We forecast the Optical Transport market to return to growth in 2025 once the customer inventory correction phase ends in late 2024 and global economic conditions begin to improve in early 2025.
About the Report
The Dell’Oro Group Optical Transport Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers’ revenue, average selling prices, and unit shipments (by speed up to 1.2+ Tbps). The report tracks DWDM long haul, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, data center interconnect (metro and long haul), and disaggregated WDM. T
