Optical transport market excluding China up 2%: Dell’Oro

The North American market for Optical Transport equipment grew 10 percent year-over-year during the second quarter of 2022, according to Dell’Oro Group.
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The worldwide optical transport market excluding China grew 2 percent in Q2 2022 and is projected to grow a little over 4 percent in 2022.

The region with the lowest year-over-year growth rate in the quarter was Asia Pacific due to lower demand in China.

The system manufacturers with the highest share of North America Optical Transport revenue in the quarter were Ciena, Infinera, Cisco, and Fujitsu. These four vendors held a combined market share of approximately 85 percent.

“Considering the first-half results and backlog held by optical transport equipment manufacturers, a double-digit rate of growth could occur in 2022. Our biggest concern remains to be the component shortage and supply chain issues,” Jimmy Yu, Vice President at Dell’Oro Group, said.