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Aug 31st, 2012
Optical network spending booms 15% in 2Q12
However, road ahead 'diverges sharply' depending on technology and geography.
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MMarket research firm Infonetics Research has released preliminary analysis from its second quarter (2Q12) Optical Network Hardware vendor market share report. (The full report available for purchase with forecasts and detailed analysis was published on August 24.) Andrew Schmitt, principal analyst for optical at Infonetics Research, commented, "The optical hardware market outlook looks decidedly different depending on which market you sell into."

"While spending on WDM is reasonably healthy, SONET/SDH is sailing off a cliff. Vendors who have good WDM products but large exposure to SONET/SDH are struggling to replace lost revenue fast enough to show growth." He added, “Asia Pacific achieved a big increase in the second quarter, with large seasonal gains by Huawei and ZTE. Despite tepid growth in the first half of 2012, we expect significant growth in optical spending in China, where ZTE continues to take market share from Huawei.”

To read more: http://optics.org/news/3/8/33



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