Worldwide OTN revenue was up 23% in 1H13, to $3.9 billion, as per Infonetics
Infonetics has reported worldwide OTN revenue (OTN transport and switching equipment) was up 23% in the 1st half of 2013 (1H13) compared same period year ago, to $3.9 billion.
“OTN switching is experiencing breakout growth in North America and EMEA (Europe, Middle East, Africa), where service providers are adopting integrated WDM and OTN switching and rolling out 100G coherent in the core,” notes Andrew Schmitt, principal analyst for optical at Infonetics Research.
Schmitt adds: “Meanwhile, P-OTS growth in the first half of 2013 was healthy as a result of tier-1 carriers ramping spending versus 2012. We’re seeing some of the SONET/SDH spending that went away come back in the form of increased packet-optical activity.”
Other highlights shared by Infonetics include:
OTN switching spending in North America more than tripled in 1H13, growing 80% from a year ago.
Fujitsu’s OTN hardware revenue market share spiked 152% in 1H13 from 1H12
Globally, P-OTS equipment revenue is up 41% year-over-year in 1H13
Incumbents Alcatel-Lucent, Ciena, Cisco, Fujitsu, and Tellabs are the P-OTS market leaders, but new players BTI, Cyan, Ericsson, and Transmode are challenging with pure-play P-OTS platforms