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 Market Grew 14 Percent in 2Q 2025
According to Dell’Oro Group
Disaggregated WDM Led the Growth at 35 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 grew 14 percent year-over-year in 2Q 2025. This high growth rate was primarily attributed to the rising demand for disaggregated WDM and data center interconnect (DCI).
“Following six quarters of soft sales in optical transport, it was great to see this market recover and post a strong double-digit growth rate,” said Jimmy Yu, Vice President at Dell’Oro Group. “One area contributing to the strong growth for optical was the rising demand for disaggregated WDM, a concept that arose over a decade ago when both cloud providers and communication service providers wanted to have a more open, vendor-agnostic environment. One where a network operator had more choice in suppliers for transponders, optical line systems, and pluggable optics,” added Yu.
Additional highlights from the 2Q 2025 Optical Transport Quarterly Report:
The Optical Transport market growth was due to higher year-over-year (Y/Y) revenue for both optical transport systems and ZR/ZR+ optical plugs for IPoDWDM.
The Disaggregated WDM market outperformed expectations in the quarter, growing nearly 35 percent Y/Y due to strong demand across all of the individual technology segments: transponder units, optical line systems (OLS), and ZR/ZR+ optics for IPoDWDM.
Communication service provider spending returned to growth in the quarter, increasing slightly from the same period a year ago.
Cloud providers, once again, drove the vast majority of the optical revenue growth in the quarter: direct cloud provider purchases of WDM systems grew 60 percent Y/Y.
The top six vendors in the quarter, ranked by revenue share, were Huawei, Ciena, Nokia, ZTE, FiberHome, and Cisco.
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.
