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
Cloud Demand, DCI Momentum, and Vendor Gains Fuel Double-digit Growth
Dell’Oro Group recently published its 3Q25 Optical Transport report, highlighting continued strength in the market as demand accelerates across customer segments and technology areas. Below is a summary of the key findings from this latest research.
The Optical Transport Systems market increased by 15% year-over-year (Y/Y) in 3Q2025, driven by robust demand across all major customer groups and technology segments. The most significant growth was seen in Cloud Providers (58% Y/Y), while the DWDM Long Haul segment grew 24% Y/Y.
Direct sales for data center interconnect (DCI) continued to be the driving application for optical equipment sales, growing 34% Y/Y. Non-DCI also performed well, rising 7% Y/Y, driven by increased spending by communication service providers (CSPs).
In the first nine months of 2025, two vendors—Ciena and Nokia—gained more than one percentage point of market share. Other vendors that gained some market share included 1Finity, Adtran, Cisco, and Smartoptics.
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), data center interconnect (metro and long haul), disaggregated WDM systems, and IPoDWDM ZR/ZR+ Optics.
