The Cignal report analyzes that after three years of decline, the North American optical network market grew by more than 25% in the fourth quarter of 2019, and increased by 10% in 2019. The Chinese market will grow less than 10% in 2019, and the Japanese market will grow by nearly 40% in 2019.
The recent performance of the North American optical network market has been positive, increasing by more than 25% in the fourth quarter of 2019, and increasing by 10% in the whole of 2019.
In the fourth quarter of 2019, in the North American packet market, the demand for edge and core switching and routing segments fell sharply. At the same time, the deployment of 5G and other access promoted the strong growth of the access and convergence switching equipment segment.
Scott Wilkinson, chief analyst at Cignal, said: "In the three years from 2016 to 2018, North American operators focused on wireless and access, leading to a decline in optical network hardware spending. In 2019, sales of optical network hardware in this region Recovering and growing at a healthy rate, market leaders Ciena, Infinera, and Cisco have all seen optical hardware sales increase by more than 25%. However, packet hardware segment sales have remained flat. "
The report also found that long-distance optical spending in 2019 reached record levels. Among them, the growth in the fourth quarter slowed down, but the annual growth rate exceeded 10%. China's transmission equipment market declined slightly in the fourth quarter, mainly due to the decline in packet equipment and the growth of optical hardware to single digits. If we consider the impact of ZTE's suspension of operations due to the ban in the second quarter of 2018, the growth rate of China's optical hardware market in 2019 is less than 10%. In addition, the performance of the Japanese market is very optimistic, increasing by 25% in the fourth quarter, and by nearly 40% for the whole of 2019.
What are the major equipment vendors?
ADTRAN, ADVA, Ciena, Cisco, ECI Telecom, Ekinops, Fiberhome, Fujitsu, Huawei, Infinera, Juniper, Mitsubishi Electric, NEC, Nokia, Padtec, Tejas, Xtera, and ZTE.
