Dark Fiber

According to a recent report, Dell'Oro Group has said that global revenue from DWDM Optical Transport equipment is set to touch $9.3 billion in 2014. The report goes on to say that a little more than $3 billion will come from 40/100 Gbps.

"The demand for 40 Gbps DWDM was resilient in 2009 even as the market for optical equipment was under extreme pressure," said Jimmy Yu, senior director of Optical Transport research at Dell' (News - Alert)Oro Group.

"40 Gbps DWDM revenues more than doubled in 2009 even though the overall DWDM market declined. Despite the availability of 100 Gbps DWDM, we think demand for 40 Gbps DWDM will continue to expand, and are forecasting a 55 percent CAGR over the next five years, in large part because of the price premium of 100 Gbps. This doesn't mean that there's no demand for 100 Gbps. We think 100 Gbps DWDM shipments will also grow, but that the higher volumes probably won't occur until late 2012 when we think the price of 100 Gbps wavelengths will be lower than that of 40 Gbps wavelengths," added Mr. Yu.

The Dell'Oro Group 5-Year Forecast Report provides a snapshot of the Optical Transport industry with tables covering manufacturers' revenue, average selling prices, unit shipments Tributary/Line or Wavelength shipments (by speed up to 100 Gbps). The report tracks DWDM long haul terrestrial, WDM metro, multiservice SONET/SDH, and optical switch equipment.

Dell'Oro Group is widely accepted as a trusted source for market information about the networking and telecommunications industries. The in-depth, objective research and analysis provided by the group enables component manufacturers, equipment vendors, and investment firms to make fact-based, strategic decisions.

In February, May, August, and November, Dell’Oro Group publishes Optical Transport quarterly reports containing in-depth market-level and detailed vendor market share information on the following markets: Wave Division Multiplexer, Multiservice SONET/SDH, Optical Switch, Long Haul Terrestrial and Metro reported separately. TMCnet had reported the major forecasts of the February report.