世界各国のリアルタイムなデータ・インテリジェンスで皆様をお手伝い

光伝送 - デローログループの四半期レポート

Optical Transport Quarterly Report

 

出版社 出版年月価格 ページ数
Dell'Oro Group
デローログループ
2018年8月お問い合わせください 126

デローログループの四半期レポートは通常2月・5月・8月・11月に更新されます。最新の状況についてはデータリソースまでお問合せください。
上記『出版年月』にはウェブ更新年月が記載されています。

サマリー

米国調査会社デローログループ(Dell’Oro Group)の「光伝送 - デローログループ(Dell’Oro Group)の四半期レポート」は、光伝送市場を深く洞察し、ベンダの市場シェアを、光波長多重通信(Wave Division Multiplexer、WDM)、マルチサービスマルチプレクサ、光スイッチ、光パケットプラットフォームの市場毎に区分して詳述しています。また、メーカの収益、出荷数、波長、インターフェース、ポート出荷数、平均価格の表に加え、OC-3/STM-1、OC-12/STM-4、OC-48/STM-16、OC-192/STM-64、40 Gbps、100 Gbpsなどの様々なポートやインターフェースを掲載しています。

主な掲載内容(目次より抜粋)

  • 世界市場データ - 収益、台数、ポート/波長、平均販売価格)
  • ベンダデータ
  • 光伝送総計 - 光波長多重通信 (WDM)+マルチサービスマルチプレクサ+光スイッチ
  • 光波長多重通信 (WDM) 総計
  • 光波長多重通信 (WDM) 主要都市圏
  • 高密度波長分割多重方式(DWDM) 長距離地上波
  • マルチサービスマルチプレクサ 総計
  • 光スイッチ 総計
  • 光パケットプラットフォーム

米国調査会社デローログループ(Dell’Oro Group)は、通信市場の17以上の分野について継続的に調査を行い、
年間購読サービス、四半期レポート、予測レポートなどの形態で販売しています。

デローログループの提供する年間購読サービス/調査レポートについては、こちらをご参照ください。
 

 

Investment in Optical Transport has mostly been in core and backbone networks. However, to harness the power of the optical core and backbone, service providers must build out metro networks. As telecommunications service providers extend their networks into metro and access applications, opportunities exist for equipment vendors to deliver high volume, less expensive components and systems.

To take advantage of the opportunities in this market, component manufacturers, equipment vendors, service providers, and financial institutions need to answer critical business questions including:

  • What is the market opportunity for my product?
  • Which equipment vendors lead the market, and why?
  • What does the future hold for 40 and 100 Gbps?

To answer these and other important questions, Dell’Oro Group delivers both quarterly reports and 5-year forecasts on the Optical Transport market.

Optical Transport Quarterly Reports

Dell’Oro Group publishes Optical Transport quarterly reports containing in-depth market-level and detailed vendor market share information on the following markets:

  • Wave Division Multiplexer (WDM) *
  • Multiservice Multiplexer
  • Optical Switch
  • Optical Packet Platform

* Long Haul Terrestrial and Metro reported separately

The reports include tables showing manufacturers’ revenue, units/wavelengths/interfaces/ports shipped, and average selling prices. We also report by a variety of port/interface types, for example by:

  • OC-3/STM-1
  • OC-12/STM-4
  • OC-48/STM-16
  • OC-192/STM-64
  • 40 Gbps
  • 100 Gbps

We also track:

  • The Optical Transport market by region – North America, EMEA, Asia-Pacific, and rest of world
  • Vendor market share by region – North America, EMEA, Asia-Pacific, and rest of world
  • Digital Cross-Connect Switch manufacturers’ revenue of selected vendors
  • Manufacturer Revenues by Select Submarine Line Terminal Vendors


目次

Table of Contents

 

Executive Summary

Significant Changes .......................... 1
Overview .............................. 1
Definitions ............................ 7
Vendor Product Maps ........................... 11
Methodology ............................. 13

Worldwide Tables (Mfg. Revenue, Units, Ports/Wavelengths, Mfg. ASP)

Table 1: Worldwide Optical Transport Market ..................... 1
Table 2: Worldwide Wavelength Division Multiplexer (WDM) Market ............... 2
Table 3: Worldwide Wavelength Division Multiplexer (WDM) - Metro Market ........... 3
Table 4: Worldwide Dense Wavelength Division Multiplexer (DWDM) - Long Haul Terrestrial Market . 4
Table 5: Worldwide Multiservice Multiplexer Market .................. 5
Table 6: Worldwide Optical Switch Market ...................... 7
Table 7: Worldwide Optical Packet Platform Market .................... 8
Table 8: Worldwide Data Center Interconnect Market .................. 9
Table 9: Regional Optical Transport Market ...................... 10
Table 10: Regional WDM Market ....................... 12
Table 11: Regional Multiservice Multiplexer Market .................. 14
Table 12: Regional Optical Switch Market ...................... 15
Table 13: Regional Optical Packet Platform Market ................... 16
Appendix 1: Foreign Currency Exchange Rate ................... 17
Appendix 2: Manufacturer Revenues by Select Submarine Line Terminal Vendors .......... 18

Vendor Tables

Total Optical Transport (WDM + Multiservice Multiplexer + Optical Switch)

Worldwide - Total - Mfg. Revenue ....................... 19
Regions - (North America, EMEA, Asia Pacific, Rest of World) - Total - Mfg. Revenue ........ 20
Total Wavelength Division Multiplexer (WDM) Worldwide - Total - Mfg. Revenue ........... 24
Regions - (North America, EMEA, Asia Pacific, Rest of World) - Total - Mfg. Revenue ........ 25
Worldwide - Total - Wavelengths ...................... 29
Worldwide - <10 Gbps Wavelengths ........................ 30
Worldwide - 10 Gbps Wavelengths ....................... 31
Worldwide - 40 Gbps Wavelengths ....................... 32
Worldwide - 100 Gbps Wavelengths ........................ 33
Worldwide - 150/200/250 Gbps Wavelengths ................... 34
Worldwide - 300/400/600 Gbps Wavelengths ................... 35

Wavelength Division Multiplexer (WDM) Metro

Worldwide - Total - Mfg. Revenue, Units, Port ASP .................... 36
Regions - (North America, EMEA, Asia Pacific, Rest of World) - Total - Mfg. Revenue ........ 39
Worldwide - Total - Ports .......................... 43
Worldwide - <10 Gbps Ports ......................... 44
Worldwide - 10 Gbps Ports .......................... 45
Worldwide - 40 Gbps Ports ........................ 46
Worldwide - 100 Gbps Ports ......................... 47
Worldwide - 150/200/250 Gbps Ports ....................... 48
Worldwide - 300/400/600 Gbps Ports ....................... 49
Worldwide - Other Ports ......................... 50

Dense Wavelength Division Multiplexer (DWDM) Long Haul Terrestrial

Worldwide - Total - Mfg. Revenue, Units, Wavelength ASP ................. 51
Regions - (North America, EMEA, Asia Pacific, Rest of World) - Total - Mfg. Revenue ........ 54
Worldwide - Total - Wavelengths ...................... 58
Worldwide - <10 Gbps Wavelengths ........................ 59
Worldwide - 10 Gbps Wavelengths ....................... 60
Worldwide - 40 Gbps Wavelengths ....................... 61
Worldwide - 100 Gbps Wavelengths ........................ 62
Worldwide - 150/200/250 Gbps Wavelengths ................... 63
Worldwide - 300/400/600 Gbps Wavelengths ................... 64

Total Multiservice Multiplexer

Worldwide - Total - Mfg. Revenue, Units, Mfg. ASP ................... 65
Regions - (North America, EMEA, Asia Pacific, Rest of World) - Total - Mfg. Revenue ........ 68
Worldwide - OC-3 / STM-1 Units ...................... 72
Worldwide - OC-12 / STM-4 Units ....................... 73
Worldwide - OC-48 / STM-16 Units...................... 74
Worldwide - OC-192 / STM-64 Units....................... 75
Worldwide - Total - Tributary/Line Interfaces ..................... 76
Worldwide - DS-1 Tributary Interfaces .................... 77
Worldwide - DS-3 Tributary Interfaces .................... 78
Worldwide - OC-3 / STM-1 Tributary/Line Interfaces .................. 79
Worldwide - OC-12 / STM-4 Tributary/Line Interfaces ................ 80
Worldwide - OC-48 / STM-16 Tributary/Line Interfaces ................. 81
Worldwide - OC-192 / STM-64 Tributary/Line Interfaces .................. 82
Worldwide - Other Tributary/Line Interfaces .................... 83

Total Optical Switch

Worldwide - Total - Mfg. Revenue, Units, Mfg. ASP ................... 84
Regions - (North America, EMEA, Asia Pacific, Rest of World) - Total - Mfg. Revenue ........ 87
Worldwide - Total - Ports .......................... 91
Worldwide - 2.5 Gbps Ports .......................... 92
Worldwide - 10 Gbps Ports ........................ 93
Worldwide - >40 Gbps Ports ......................... 94
Worldwide - Other Ports ......................... 95

Optical Packet Platform

Worldwide - Total - Mfg. Revenue ....................... 96
Regions - (North America, EMEA, Asia Pacific, Rest of World) - Total - Mfg. Revenue ........ 97
Worldwide - Metro - Mfg. Revenue ....................... 101
Worldwide - Long Haul - Mfg. Revenue ...................... 102

Supplemental Analysis

Data Center Interconnect

Worldwide - Data Center Interconnect - Total (Metro and Long Haul) - Mfg. Revenue ......... 103
Worldwide - Data Center Interconnect - Total (Metro and Long Haul) - < 40 Gbps Wavelengths .. 104
Worldwide - Data Center Interconnect - Total (Metro and Long Haul) - 100 Gbps Wavelengths.. 105
Worldwide - Data Center Interconnect - Total (Metro and Long Haul) - 150/200/250 Gbps Wavelengths .... 106
Worldwide - Data Center Interconnect - Total (Metro and Long Haul) - 300/400/600 Gbps Wavelengths .... 107
Worldwide - Data Center Interconnect - Metro - Mfg. Revenue ............... 108
Worldwide - Data Center Interconnect - Metro - < 40 Gbps Wavelengths ............ 109
Worldwide - Data Center Interconnect - Metro - 100 Gbps Wavelengths ............. 110
Worldwide - Data Center Interconnect - Metro - 150/200/250 Gbps Wavelengths ........... 111
Worldwide - Data Center Interconnect - Metro - 300/400/600 Gbps Wavelengths ........... 112
Worldwide - Data Center Interconnect - Long Haul - Mfg. Revenue .............. 113
Worldwide - Data Center Interconnect - Long Haul - < 40 Gbps Wavelengths ........... 114
Worldwide - Data Center Interconnect - Long Haul - 100 Gbps Wavelengths ............ 115
Worldwide - Data Center Interconnect - Long Haul - 150/200/250 Gbps Wavelengths .. 116
Worldwide - Data Center Interconnect - Long Haul - 300/400/600 Gbps Wavelengths .. 117
Worldwide - Internet Content Provider (ICP) - Mfg. Revenue ................ 118
Worldwide - Internet Content Provider (ICP) - < 40 Gbps Wavelengths ............ 119
Worldwide - Internet Content Provider (ICP) - 100 Gbps Wavelengths ............. 120
Worldwide - Internet Content Provider (ICP) - 150/200/250 Gbps Wavelengths ........... 121
Worldwide - Internet Content Provider (ICP) - 300/400/600 Gbps Wavelengths ........... 122

Disaggregated WDM Systems

Transponder Units - Mfg. Revenue ...................... 123

China Optical Market

Total Optical - Mfg. Revenue ........................ 124
Total WDM - Mfg. Revenue ....................... 125
Total Multiplexer - Mfg. Revenue ....................... 126

 

 

ページTOPに戻る

プレスリリース

Optical Transport Network Equipment Market Declined in 2Q18 Due to ZTE Ban, According to Dell’Oro Group

Revenue from China Declined 13 Percent Year-Over-Year

REDWOOD CITY, Calif. - August 22, 2018 - According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, the Optical transport network equipment market declined in 2Q18 due to the ZTE ban.  As a result of the ZTE ban, revenue from China declined 13 percent year-over-year.

“The optical transport network equipment market year-over-year decline in 2Q18 was entirely due to fewer sales into China,” said Jimmy Yu, Vice President at Dell’Oro Group. “Demand outside of China continued to improve, which is a great sign for the overall market health.  Now that the ZTE ban has been lifted, we think optical revenue from China will increase substantially in the second half of the year,” added Yu.    

Additional highlights from the 2Q18 Optical Transport Quarterly Report:

  • Huawei held the highest Optical Transport market share in the quarter followed by Ciena and Nokia.
  • Demand for interconnecting data centers (DCI) with WDM links maintained a high growth rate.  We estimate DCI grew nearly 40 percent year-over-year, driven by both U.S. and Chinese based internet content providers.
  • Deployment of 200 Gbps coherent wavelengths was exceptionally strong in the quarter.  Due to the tidal shift towards wavelength speeds higher than 100 Gbps, we predict 200 Gbps shipments will be two-times higher in 2018, and revenue contribution from 100 Gbps shipments will slow further.

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, unit shipments (by speed including 40 Gbps, 100 Gbps, 200 Gbps, and 400 Gbps).  The report tracks DWDM long haul terrestrial, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, and data center interconnect (metro and long haul). 

あなたが最近チェックしたレポート一覧

  • 最近チェックしたレポートはありません。

お問合は、お電話またはWEBから承ります。お見積もりの作成もお気軽にご相談ください。

webからのお問合せはこちらのフォームから承ります

このレポートへのお問合せ

03-3582-2531

電話お問合せもお気軽に

<無料>メルマガに登録する

 

 

ページTOPに戻る