Dell'Oro: Optical transport equipment worth $15 billion in 2013
July 30, 2009 -- Worldwide optical transport equipment revenues are forecast to resume growth in 2010 and approach a market size of $15 billion by 2013, according to a newly released forecast.
July 30, 2009 -- Worldwide optical transport equipment revenues are forecast to resume growth in 2010 and approach a market size of $15 billion by 2013, according to a newly released forecast from market research firm Dell'Oro Group (search Lightwave for Dell'Oro). The report also indicates that 40-Gbps wavelengths will likely account for nearly half of the DWDM long-haul capacity shipments in 2013.
"We forecast optical transport equipment revenues to decline slightly more than 10 percent in 2009, but the market should recover in 2010 with increasing consumer demand for faster access speeds in homes and mobile phones," said Jimmy Yu, director of optical transport research at Dell'Oro Group. "The optical equipment segments that should return to positive growth first are the metro systems -- WDM metro and SONET/SDH multiplexers. The long-haul capacity to support consumer demand is expected to expand with increasing deployments of 40-Gbps and 100-Gbps wavelengths on DWDM long-haul systems. Even as the overall DWDM long-haul market is in a period of a cyclical decline, 40-Gbps wavelength shipments are expected to continue growing and contribute almost half of long-haul capacity shipments by 2013," Yu concluded.
Dell'Oro is even more bullish about PON equipment, according to report it announced earlier this week (see "Dell'Oro: PON market bucks economy, grows in 2009 and beyond"). PON equipment are the only class of access network whose sales are expected to grow this year, Dell'Oro predicted.
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