Optical Transport Equipment Market Grows 15% in 4Q03 According to Dell'Oro Group
Posted on: Thursday, 19 February 2004, 06:00 CST
According to a recently published report by Dell'Oro Group, the total worldwide Optical Transport equipment market grew 15% Q/Q to a little over $1.7 billion in 4Q03. Sales into North America grew 6% Q/Q while the international market surged 19% Q/Q. Strength in sales into EMEA and Asia Pacific benefited Alcatel and NEC in particular. Their sales grew 65% and 41% respectively in 4Q03. ¶"This was the largest sequential growth that the optical transport market has experienced in well over two years," said Jimmy Yu, a senior analyst at Dell'Oro Group. "This is definitely a positive signal that spending for optical transport equipment is improving. We are forecasting steady growth in 2004, after a seasonal sales drop in 1Q04."
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Market Leaders in Optical Transport
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(Based on revenue)
Market Revenue Growth
-------------- ---------- ---------
MFG Revenue $1.7 B 15 %
Vendor Vendor Growth
-------------- ---------- ---------
Alcatel 1 65 %
Nortel 2 12 % *T
¶ About the Report
¶ The information reflected above is contained within the Dell'Oro Group Quarterly Optical Transport Report, 4Q03. The Optical Transport Report focuses on detailed quarterly analysis of market size, market share, port/unit shipments, and average selling prices by technology segment: DWDM-Long Haul Terrestrial, DWDM-Metro, SONET/SDH ADM, SONET/SDH Multiservice, and Optical Switches. ¶ To purchase this report, contact Julie Learmond-Criqui at 650-622-9400 ext. 223 or via email at julie@delloro.com.
¶ About Dell'Oro Group
¶ Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the networking and telecommunications industries. Our Quarterly Reports and 5-Year Forecasts offer detailed quantitative information on revenues, port and/or unit shipments, and average selling prices. It is through our process of rigorous analysis and validation that we can provide accurate and timely information to our clients. Our goal is to help companies maintain their competitive edge in a changing and growing market place.
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