“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.
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