Ciena, Cisco, Infinera and ZTE increased their revenue in the Optical Network hardware market in 2014, while Alcatel-Lucent, Coriant, Fujitsu and Huawei dropped.
Infonetics Research, now part of IHS, said Ciena became the second largest optical vendor in Q4 2014, edging out Alcatel-Lucent.
Revenue of Infinera, the fastest-growing optical company in the West (North America and EMEA combined), grew 23 percent. Revenue of Ciena rose 12 percent.
Cisco optical revenue increased marginally at 2.4 percent as the company seeks customers for its NCS 4000 platform and re-orients sales efforts due to the rapidly changing tastes of traditional customers in the enterprise and data center markets.
Optical Network market
The global spending on wavelength division multiplexing (WDM) equipment, which is used to build more efficient optical networks, grew 6 percent to $10 billion in 2014.
The North American optical market diverged sharply in 2014, with strong results from Adva, Infinera and Ciena balanced by major weakness at traditional vendors like Alcatel-Lucent, Fujitsu and Coriant.
AT&T and Verizon are some of the spenders.
Fourth quarter WDM optical spending rose 14 percent in EMEA from the year prior. Optical spending in EMEA surged nearly 50 percent from the previous quarter.
While global WDM optical hardware revenue grew, SONET/SDH gear declined 25 percent in 2014, said the report.
Combined, the WDM and SONET/SDH optical network equipment market rose 3 percent to $3.2 billion in Q4 2014.
In 2014, the overall optical network hardware market dipped 1 percent.
Baburajan K
editor@telecomlead.com
