Fujitsu and Infinera Sharply Outperform
REDWOOD CITY, Calif. – February 28, 2023 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Optical Transport equipment revenue in North America grew 14 percent in 2022, surpassing $4.0 billion. Among the large optical equipment suppliers, Fujitsu and Infinera stood out with revenue growth that far exceeded the market’s rate of growth.
“Demand for optical systems in North America continued to be robust, surpassing even my lofty expectations,” said 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,” added Yu.
Additional highlights from the 4Q 2022 Optical Transport Quarterly Report:
- Currency exchange rate continued to be a concern throughout 2022, lowering market results in many regions. On a constant currency basis, the worldwide Optical Transport market grew approximately 4 percent in the year and the total WDM market grew approximately 5 percent.
- The largest suppliers in North America were Ciena, Cisco, Fujitsu, and Infinera. Among these vendors, Fujitsu and Infinera sharply outperformed. Fujitsu’s optical equipment revenue grew 80 percent year-over-year and Infinera’s grew 38 percent.
- Internet content provider spending on WDM equipment rebounded in 4Q 2022 after an unexpected drop in the third quarter, contributing to the strong North American results in the fourth quarter.
The Dell’Oro Group Optical Transport Quarterly Report offers complete, in-depth coverage of the market with tables covering 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. To purchase this report, please contact us at dgsales@delloro.com.
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, data center infrastructure, and network security markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell’Oro Group at +1.650.622.9400 or visit https://www.delloro.com.
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