- 北米において、Google等のインターネットコンテンツプロバイダー(ICP)はAdva、BTI、Infineraなど一握りのベンダーにて光投資の波を生み出した。2Q14の増加金額は推計で4,000万ドルであった。
- SONET/SDHとWDMを含む世界的なオプティカルネットワークハードウェアの収入はHuawei及びZTEが季節的要因で堅調だったことにより、2Q14に前期比27%増の33億ドルとなった。
- 世界的なオプティカル支出金額は前年同期比(2Q13から2Q14にかけて)横ばいであった。アジア太平洋での増加がEMEAでの軟調により相殺された。
- 2Q14における世界的なWDM機器の収入は前年同期比6%増であった。
- 2014年上半期は、Alcatel-Lucent、Ciena、Cisco、Huawei、 Infineraより100G WDMの出荷が大量になされた。
- Ciena及びInfineraの北米でのオプティカルネットワーク装置収入は2Q14に前年同期比で急増した一方、FujitsuとAlcatel-Lucentの収入は減少した。
Internet content providers provide big boost to N. American optical spending Boston, MASSACHUSETTS, August 18, 2014-Market research firm Infonetics Research released vendor market share and preliminary analysis from its 2nd quarter 2014 (2Q14) Optical Network Hardware report. OPTICAL ANALYST NOTE "While the term 'tier-1' is traditionally associated with the incumbent operators of Europe and RBOCs in North America, it is now qualitatively clear that tier-1 spending growth is coming from the competitive dark fiber and internet exchange carriers. These carriers, as well as vertically-integrated internet content providers (ICPs), provide a growing portion of core internet connectivity and intra-datacenter capacity," notes Andrew Schmitt, principal analyst for carrier transport networking at Infonetics Research. OPTICAL MARKET HIGHLIGHTS
- In North America, internet content providers (ICPs) such as Google and others generated a wave of optical spending at a handful of vendors including Adva, BTI, and Infinera, altogether accounting for an estimated $40 million surge in 2Q14
- Worldwide optical network hardware revenue, including SONET/SDH and WDM, totaled $3.3 billion in 2Q14, a sequential gain of 27% aided by strong seasonal performances from Huawei and ZTE
- Global optical spending is roughly flat year-over-year (2Q14 from 2Q13) as strength in Asia Pacific offset weakening spending trends in EMEA
- Worldwide WDM equipment revenue in 2Q14 is up 6% year-over-year
- The 1st half of 2014 brought another huge flood of 100G WDM shipments by Alcatel-Lucent, Ciena, Cisco, Huawei, and Infinera
- Ciena's and Infinera's North American optical revenue grew rapidly on a year-over-year basis in 2Q14, while Fujitsu's and Alcatel-Lucent's decreased