North American optical transport sales increased by double digits in 2022: Dell’Oro
Strong sales in North America helped the overall optical transport systems market achieve growth on a constant currency basis in 2022, according to a new report from Dell’Oro Group. The North American market jumped 14% last year to exceed $4.0 billion. Overall, optical transport systems sales grew 4% on that constant currency basis, although the market research firm notes in its most recent Optical Transport Quarterly Report that currency exchange rate issues affected several markets in terms of actual dollars.
“Demand for optical systems in North America continued to be robust, surpassing even my lofty expectations,” commented Jimmy Yu, vice president at Dell’Oro Group. “The fourth quarter was particularly strong since many vendors received more component supply than expected, allowing for higher systems shipments. We believe this may possibly be a signal that component shortages are beginning to abate.”
Internet content provider demand for WDM equipment rebounded in the fourth quarter 2022 after an unexpected drop in the third quarter and thus boosted North American results in 4Q22, notes Dell’Oro. Overall, the total worldwide WDM market grew approximately 5% in constant currency terms for the year.
The suppliers who made the most hay in North America last year were Ciena, Cisco, Fujitsu, and Infinera. In particular, it was a good year for Fujitsu and Infinera; both significantly outperformed the market, with Fujitsu’s optical equipment revenue growing 80% year-over-year and Infinera’s 38%, Dell’Oro reports.
Dell’Oro's Optical Transport Quarterly Report covers the market with tables that detail manufacturers’ revenue, average selling prices, and 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.
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Stephen Hardy | Editorial Director and Associate Publisher, Lightwave
Stephen Hardy is editorial director and associate publisher of Lightwave and Broadband Technology Report, part of the Lighting & Technology Group at Endeavor Business Media. Stephen is responsible for establishing and executing editorial strategy across the both brands’ websites, email newsletters, events, and other information products. He has covered the fiber-optics space for more than 20 years, and communications and technology for more than 35 years. During his tenure, Lightwave has received awards from Folio: and the American Society of Business Press Editors (ASBPE) for editorial excellence. Prior to joining Lightwave in 1997, Stephen worked for Telecommunications magazine and the Journal of Electronic Defense.
Stephen has moderated panels at numerous events, including the Optica Executive Forum, ECOC, and SCTE Cable-Tec Expo. He also is program director for the Lightwave Innovation Reviews and the Diamond Technology Reviews.
He has written numerous articles in all aspects of optical communications and fiber-optic networks, including fiber to the home (FTTH), PON, optical components, DWDM, fiber cables, packet optical transport, optical transceivers, lasers, fiber optic testing, and more.
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