Dell'Oro Group の「光トランスポートの四半期レポート」は、メーカーの収益、平均販売価格、出荷台数（最大1.6 Tbps までの速度別）を網羅した表を掲載し、市場を包括的かつ詳細にカバーしている。このレポートでは、DWDM長距離、WDMメトロ、マルチサービス・マルチプレクサ（SONET/SDH）、光スイッチ、光パケット・プラットフォーム、データセンター相互接続（メトロおよび長距離）、分散型WDMを追跡している。
Dell'Oro Group publishes Optical Transport quarterly reports containing in-depth market-level and detailed vendor market share information on the following markets:
DWDM long haul
WDM metro
Multiservice multiplexers (SONET/SDH)
Optical switch
Optical Packet Platforms
Data center interconnect application (metro and long haul)
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:
The Optical Transport market by region - North America, EMEA (Europe, Middle East, and Africa), Asia Pacific, China, India, Japan, and CALA (Caribbean and Latin America)
Vendor market share by region - North America, Europe, MEA (Middle East, and Africa), Asia Pacific, China, India, Japan, CALA (Caribbean and Latin America), and Worldwide excluding China
Vendor market share for port shipments (<40 Gbps, 100 Gbps, 200 Gbps, 400 Gbps, 800 Gbps) on the Data Center Interconnect and Internet Content Provider segments
Vendor market share for WDM used in Subsea applications
Optical Transport Demand Increased by 24 Percent in North America During 1Q 2025
According to Dell’Oro Group
North America Data Center Interconnect Market Up Over 40 Percent
REDWOOD CITY, Calif.
According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Optical Transport equipment market declined 1 percent(*1) year-over-year in 1Q 2025. However, due to the strong demand for data center interconnect (DCI), particularly among large internet content providers, the optical equipment market in the North American region experienced a 24 percent year-over-year growth.
*1.This was corrected on May 28, 2025. (Before the correction: grew 1 percent)
“This was another great quarter for optical transport gear in North America,” said Jimmy Yu, Vice President at Dell’Oro Group. “Now that we are out of the customer inventory correction phase or digestion period, as some like to call it, we are seeing renewed spending on DWDM systems for more capacity between data centers. We calculate that DCI spending increased over 40 percent year-over-year in the quarter, reaching a record revenue level. And this is just the direct spend by companies to build their networks. We think managed networks being built by operators for hyperscale companies is also growing on top of this,” added Yu.
Additional highlights from the 1Q 2025 Optical Transport Quarterly Report:
The top three vendors in the quarter were Huawei, Ciena, and Nokia. All three vendors reported positive year-over-year growth rates of 2 percent, 15 percent, and 54 percent, respectively. Nokia’s high growth rate is attributed to the acquisition of Infinera, which was completed at the end of February 2025, and added one month of Infinera’s product revenue. If we combine Nokia and Infinera for all three months, the combined company revenue grew 19 percent.
Three regions of the world that we report on posted strong double-digit growth rates in the quarter. The three regions were North America, Middle East and Africa, and India.
Four regions of the world that we report on declined year-over-year. Those regions were China, Europe, Japan, and Latin America.
Total WDM revenue was nearly flat year-over-year in 1Q 2025. DWDM Long Haul grew for a second consecutive quarter, and WDM Metro declined for a seventh consecutive quarter. We believe the adoption of IPoDWDM has been a headwind to the WDM Metro segment, contributing to its recent declines along with the inventory glut and poor macroeconomic conditions in many countries.
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, and unit shipments (by speed up to 1.6 Tbps). The report tracks DWDM long haul, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, data center interconnect (metro and long haul), and disaggregated WDM.
