August 18, 2005 Redwood City, CA -- According to a report by Dell'Oro Group, in the second quarter of 2005, worldwide optical transport equipment revenue grew 10% versus the first quarter, and 28% versus the same quarter a year ago. The group says that optical sales in North America continued to expand as service providers increased capital spending for optical infrastructure. According to the report, with 19% 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," remarks 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% in 2005."
According to the report, in Q2 of 2005, worldwide optical market manufacturers' revenues totaled $2.1 billion, with 28% year-to-year growth. Worldwide market leaders, in terms of revenue, ranked as follows: Alcatel, with 7% year-to-year growth; Nortel, with 10% year-to-year growth; Huawei, with 46% year-to-year growth; and Fujitsu, with 26% year-to-year growth.
According to the report, in Q2 of 2005, North American optical market manufacturers' revenues totaled $639 million, with 37% year-to-year growth. North American market leaders, in terms of revenue, ranked as follows: Fujitsu, with 39% year-to-year growth; Nortel, with 8% year-to-year growth; Cisco, with 44% year-to-year growth; and Lucent, with 63% year-to-year growth.
The "Optical Transport Quarterly Report" offers 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.