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Dell'Oro Group Reports Optical Market Grows 10 Percent in 2Q05; Rebound in North America Drives Solid Growth

Posted on: Thursday, 18 August 2005, 12:00 CDT

According to a newly published report by Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, in the second quarter of 2005, worldwide optical transport equipment revenue grew 10 percent verses the first quarter and 28 percent versus the same quarter a year ago. Optical sales in North America continued to expand as service providers increased capital spending for optical infrastructure. With 19 percent growth, this quarter is the third consecutive quarter of sequential sales growth in North America.

"It looks like the tide has turned, and the optical market is on the upswing again. The last time there was strong sequential growth in the optical market was in 2000," said Jimmy Yu, Senior Analyst for Optical Transport Research at Dell'Oro Group. "With the climate for optical equipment improving in both North America and EMEA, Dell'Oro Group now forecasts that the optical market will grow 18 percent in 2005." Worldwide Optical Market Leaders (Revenue) Optical Transport Market 2Q05 Y/Y Growth --------------------------- -------------- ------------- Manufacturers' Revenue $2.1 billion 28% Vendor Rank Y/Y Growth --------------------------- -------------- ------------- Alcatel 1 7% Nortel 2 10% Huawei 3 46% Fujitsu 4 26% North American Optical Market Leaders (Revenue) Optical Transport Market 2Q05 Y/Y Growth --------------------------- -------------- ------------- Manufacturers' Revenue $639 million 37% Vendor Rank Y/Y Growth --------------------------- -------------- ------------- Fujitsu 1 39% Nortel 2 8% Cisco 3 44% Lucent 4 63%

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, Tributary/Line or Wavelength shipments (by speed OC-3/STM-1, OC-12/STM-4, OC-48/STM-16, OC-192/STM-64, OC-768/STM-256, and Other). The report tracks DWDM long haul terrestrial, DWDM metro, SONET/SDH ADM, SONET/SDH multiservice, and optical switch equipment. To purchase this report, call +1.650.622.9400 x225 or email Margaret@DellOro.com.

About Dell'Oro Group

As the trusted source for market information about the networking and telecommunications industries, Dell'Oro Group provides in-depth, objective research and analysis that enables component manufacturers, equipment vendors, and investment firms to make fact-based, strategic decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit www.DellOro.com.


Source: Business Wire

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