Telecom Lead Asia: Huawei is leading the optical
transport network (OTN) transport equipment market.
Alcatel-Lucent and Ciena are in the second and
third positions.
$6.6 billion is expected to be spent on second generation
P-OTS platforms that combine Ethernet and OTN/SDH switching during the 5 years
from 2012 to 2016.
Cisco, Tellabs, and Alcatel-Lucent are the
top 3 vendors in the P-OTS space. Fujitsu, Ciena, and Huawei are
gaining.
The OTN transport and switching market will grow at a 17
percent CAGR from 2011 to 2016, outpacing the 5.5 percent CAGR of the
overall optical equipment market (WDM,SONET/SDH).
Around 80 percent of all WDM equipment now supports OTN.
Infonetics expects 100G port shipments to overtake 40G
shipments by 2014.
Nearly half of all 2011 optical equipment spending
worldwide was on OTN transport and switching hardware, and by 2016 we expect
this to rise to almost 80 percent, with the burgeoning OTN switching segment
growing the fastest. Carriers large and small looking to build efficient
transport networks are increasingly turning to OTN switching. China’s telecom
carriers are leading the way and are issuing substantial RFPs for OTN
switching in the core this year,” said Andrew Schmitt, principal analyst for
optical at Infonetics Research.
