Optical Network Hardware: Worldwide, Regional, China, Japan, and India (2013 Edition)
1. Globally, the Ethernet switch market was up 6% in 2Q13, to $5 billion
2. 10G ports recovered after a temporary dip in 1Q13, and are up 39% from the year-ago quarter
3. 40G Ethernet is growing rapidly: On the heels of over 1,000% growth in 2012, 40G port shipments doubled again sequentially in 2Q13
4. The new 100G Ethernet switch segment tripled from the previous quarter, thanks to broader availability of 100G solutions
5. Alcatel-Lucent, Enterasys and Juniper all posted strong (+20%) sequential revenue gains in 2Q13
ETHERNET SWITCH REPORT SYNOPSIS
Infonetics’ quarterly Ethernet switch report provides worldwide and regional market size, vendor market share, forecasts through 2017, analysis, and trends for Ethernet switches and PoE, including ports, fixed configuration switches, and chassis switches. Vendors tracked: Adtran, Alaxala, Alcatel-Lucent, Arista, Avaya, Brocade, Cisco, D-Link, Dell, Enterasys, Extreme, Hitachi Metal, HP, Huawei, IBM, Juniper, Netgear, Ruby Tech, TP-Link and others.
TOP TAKEAWAY: 2Q13 WDM SPENDING UP 21% YEAR OVER YEAR ........................ 1
SERVICE NOTES .............................................................................................................. 2
OVERALL OPTICAL MARKET: WDM SPENDING JUMPS ................................................ 2
2013 Shaping Up to Be a Better Year, Particularly in North America ...............................2
2013 Trends: Optical Reboot Arrives ................................................................................4
Market Size and Forecasts: North America to Lead in 2013 ............................................6
Category Analysis: WDM Spending Crowds out SONET/SDH .........................................7
Geography: North America Growth Resumes ...................................................................9
Market Share—Infinera’s Big Growth, ALU SHIFTs, Tier 1 Spending Flows ...................13
WDM OPTICAL NETWORK HARDWARE: THE GROWTH IN OPTICAL ........................... 18
Market Size and Forecasts: WDM Returns to trend growth in 2013 .................................18
Category Analysis: ROADMs Grow the Fastest ..............................................................19
Manufacturers and Market Share: 100G Reshaping The Landscape ..............................20
SLTE: Project Driven, Deflationary, and Difficult to Forecast .........................................23
WDM Metro Drivers: Transition from SONET/SDH to WDM............................................25
Long Haul Drivers: ROADMs, Coherent Optics, and OTN ..............................................26
SONET/SDH SPENDING UP 21% QoQ AND DOWN 27% YoY .......................................... 27
Market Size and Forecasts: SONET/SDH Declines Moderating ....................................27
Manufacturers and Market Share: SDH Makers Race to the Bottom ..................................29
OPTICAL NETWORK HARDWARE PORTS MARKET SIZE AND FORECASTS ............... 31
ROADMAP............................................................................................................................. 35
OVERALL OPTICAL MARKET DRIVERS ......................................................................... 36
Transitions Underway ...................................................................................................36
40G and 100G Deployment Projections ............................................................................37
The Optical Reboot .......................................................................................................37
DEMAND-SIDE DATA .......................................................................................................... 39
