Is Ericsson-Telstra the only optical networks deal at MWC 2013?


Telecom Lead @ Mobile World Congress 2013:
Is Ericsson-Telstra the only optical networks deal at MWC 2013?

Andrew Schmitt, principal analyst for optical at Infonetics Research, says that things are looking up for the optical market in 2013.

In North America, 100G spending is about to ramp. Also, there are positive rumbles in the EMEA region, where 2012 ended with a spending flourish and carriers are cutting dividends to plow capital into general capex.

China is about half of the global 40G WDM market, and 2013 will be the peak year for 40G worldwide.

As broadband subscribers approach 635 million globally, hybrid fiber access (FTTx) has experienced the highest market gain over the past year. Of the 54 million new broadband subscribers added in the year leading up to Q3 2012, 26 million are being served with fiber (48 percent). Overall, fiber deployments have now passed cable to account for 19.7 percent of the total broadband market.

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So far, the Ericsson-Telstra deal is the only one to announce at MWC 2013.

As per the deal, Ericsson will provide SPO 1400 family and MHL3000 for long-haul applications, including support for 100Gbps services.

Telstra Executive Director for Networks and Access Technology, Mike Wright said: “This technology evolution adds to our existing network foundation and allows for an efficient evolution through significantly increasing capacity, reducing latency and streamlining our operations.”

Despite facing harsh economic times, the overall broadband growth during the third quarter 2012 is estimated at over 12 million lines, according to  Oliver Johnson, CEO at Point Topic.

In a newly released Optical Transport forecast report by Dell’Oro Group, total worldwide wavelength division multiplexer (WDM) market revenue is forecast to grow at a ten percent compounded annual growth rate (CAGR) over the next five years, reaching $13 billion in 2017.

editor@telecomlead.com