Dell'Oro: Optical transport equipment market inched 1% in 2020

March 9, 2021
Report says all geographical regions managed to grow in revenue despite the pandemic -- with the exception of North America and Latin America.

According to a newly published report from Dell’Oro Group, global optical transport equipment revenue increased 1 percent in 2020, reaching $16 billion. Notably in this period, all geographical regions for the market grew in revenue -- with the exception of North America and Latin America.

“Between concerns on starting new optical builds during the start of the pandemic and aggressive plans on 5G deployments that required a larger share of a service provider’s capital budget, the spending on optical transport dramatically slowed by the end of 2020,” says Jimmy Yu, vice president at Dell’Oro Group. 

Yu adds, “It was a really dramatic drop in optical equipment purchases in the fourth quarter. While we anticipated a slowdown near the end of the year due to concerns around COVID-19, we were surprised by a 29 percent year-over-year decline in WDM purchases in North America as well as a 12 percent decline in China. That said, there was good growth in the other parts of the world, especially Japan."

Regional growth rates in 2020 per Dell'Oro included:
North America (-6%)
Europe/Middle East/Africa (2%)
China (1%)
Asia Pacific minus China (13%)
Caribbean/Latin America (-14%)
Worldwide (1%)

The Dell’Oro Group Optical Transport Quarterly Report offers in-depth coverage of the market with tables covering manufacturers’ revenue, average selling prices, unit shipments (by speed including 100 Gbps, 200 Gbps, 400 Gbps, and 800 Gbps).

The report tracks DWDM long haul, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, data center interconnect (metro and long haul), and disaggregated WDM technologies.

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