The optical transport network equipment market declined in 2Q18 due to the ZTE ban, according to a recently published report from Dell’Oro Group, a source for market information about the telecommunications, networks, and data centre IT industries.
As a result of the ZTE ban, revenue from China declined 13% year-over-year.
“The optical transport network equipment market year-over-year decline in 2Q18 was entirely due to fewer sales into China,” says Dell’Oro Group vice president Jimmy Yu.
“Demand outside of China continued to improve, which is a great sign for the overall market health. Now that the ZTE ban has been lifted, we think optical revenue from China will increase substantially in the second half of the year.”
Additional highlights from the 2Q18 Optical Transport Quarterly Report:
The Dell’Oro Group ‘Optical Transport Quarterly Report’ offers complete, in-depth coverage of the market with tables covering manufacturers’ revenue, average selling prices, unit shipments (by speed including 40 Gbps, 100 Gbps, 200 Gbps, and 400 Gbps).
The report tracks DWDM long haul terrestrial, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, and data centre interconnect (metro and long haul).