Dell'Oro Group releases new optical transport market report

November 22, 2004 Redwood City, CA -- A newly published report from Dell'Oro Group pegs total optical transport equipment market growth at 7 percent in the third quarter of 2004 compared to the same period in 2003. The majority of this growth came from significant revenue increases in EMEA, where service providers continued to invest in network infrastructure to handle higher bandwidth services, including broadband and 3G.

November 22, 2004 Redwood City, CA -- A newly published report from Dell'Oro Group pegs total optical transport equipment market growth at 7 percent in the third quarter of 2004 compared to the same period in 2003. The majority of this growth came from significant revenue increases in EMEA, where service providers continued to invest in network infrastructure to handle higher bandwidth services, including broadband and 3G. The leading vendors in EMEA were Alcatel, Siemens, and Marconi with 28 percent, 20 percent, and 15 percent share respectively.

"Alcatel has a dominant market share in the growing EMEA region," said Jimmy Yu, senior analyst for optical transport research at Dell'Oro Group. "However, since the optical market remains highly fragmented, with only Alcatel, Lucent, and Nortel holding greater than 10 percent market share worldwide, competition will increase as vendors shift their focus from holding share, to growing share and scale. Since vendors typically hold the smallest share outside their home region, they will likely invest or partner to strengthen their position in those regions."

The total optical transport market is highlighted in the table below.






RegionYr./Yr. Market GrowthRegional Market Leader
North America-7%Nortel
EMEA27%Alcatel
Asia-Pacific4%Huawei
Rest of World-9%Alcatel
Total Worldwide7%Alcatel

The Dell'Oro Group Optical Transport Quarterly Report offers coverage of the market with tables covering market size, unit shipments, and average selling prices. The report tracks DWDM long-haul terrestrial, DWDM metro, SONET/SDH ADM, SONET/SDH multiservice, and optical switch equipment.

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