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Alcatel-Lucent, Huawei continue tight race for leadership in optical network hardware market


Boston, MASSACHUSETTS, May 17, 2010—Communications market research firm Infonetics Research ( released vendor market share from the first quarter 2010 (1Q10) edition of its Optical Network Hardware forecast report.


"On the heels of a strong fourth quarter, the first quarter of 2010 showed the typical seasonal decline we’ve come to expect. The big question is: what lies ahead for China and Europe, as both regions face rising uncertainty as 2010 progresses. Europe gave back all of the gains from 4Q09, and then some; Asian capex continues to lead with Huawei being the prime beneficiary," notes Andrew Schmitt, Infonetics Research’s directing analyst for optical.


  • Quarter-over-quarter, from 4Q09 to 1Q10, the worldwide optical network hardware market decreased 14% to $2.95 billion
  • Asia Pacific is the only region that posted sequential growth in optical hardware revenue in 1Q10, up 4%
  • Overall market leaders Huawei and Alcatel-Lucent have been within 2 market share points of each other for the past 6 quarters, taking turns in the lead
  • Fujitsu and Cisco posted large market share gains in the rapidly growing packet-optical (P-OTS) market segment
  • WDM spending was stronger than SONET/SDH in 1Q10, as service providers transition from risk-averse capital spending practices


Infonetics’ quarterly optical report tracks Adtran, ADVA, Alcatel-Lucent, BTI, Ciena, Cisco, ECI, Ericsson, Fujitsu, Huawei, Infinera, NEC, Nokia Siemens Networks, Nortel, Sycamore, Tejas Networks, Tellabs, Transmode, Tyco, Xtera, ZTE, and others.

The report provides worldwide and regional market share, market size, forecasts through 2014, and analysis for metro and long haul optical network equipment, including SONET/SDH (ADMs and terminals, metro MSPPs and crossconnects), WDM (transport, ROADM, and long haul submarine line terminating equipment), and packet-optical transport systems (P-OTS).

The report also tracks the number of ports and revenue per port for WDM and SONET/SDH products by speed (Ethernet, SONET/SDH/POS, WDM), from below OC48/STM1 to 100G.

See the OPTICAL area on Infonetics’ portal (, or follow the links below for report highlights and additional information:


Infonetics Research ( is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.

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"Asia Pacific is the only region that posted sequential growth in optical hardware revenue in 1Q10, up 4%."

Andrew Schmitt
Directing Analyst, Optical
Optical Network Hardware