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NEWS MARKETS
COMPANY BRIEFS
Chinese companies lead the way in global growth
Market Focus
Global spending on optical networking (ON) is growing steadily, according to
analyst firm Ovum. The company says results of $4.08 billion for
the second quarter of 2013 were 29 per cent higher than they were in the first quarter of the year, and seven per cent higher than the second quarter of 2012. Annualised spending grew to $14.9 billion. Chinese companies led the way. ZTE had its
strongest quarter ever, solidifying its position behind Huawei as the second-ranked ON vendor. Annualised spending in Asia-Pacific, at over US$6 billion, reached record levels. Demand in North America was also up significantly, benefitting Alcatel-Lucent, Cisco, Ciena, and Fujitsu. Growth in 100G remains a particular bright
spot, with annualised revenues exceeding US$1.6 billion for the first time. Strong sales in Asia-Pacific and North America mitigated weakness in Europe, the Middle East and Africa, as well as South and Central America, propelling the industry to its best quarter since the fourth quarter of 2011. Ovum believes the market downturn that
began in the first quarter of 2012 may finally be past in all regions except Europe – which, it says, is still showing signs of sluggishness. ‘We always expect an uptick going into the
second calendar quarter. However, sales of over US$4 billion help dispel some of the fear
generated by the slow start in 1Q13,’ said Ron Kline, network infrastructure analyst at Ovum. ‘100G revenue growth is pumping a lot of
enthusiasm – and revenue – into the market and increasing the revenues for converged packet optical (CPO) and optical transport network (OTN) switching gear.’ Elsewhere Bezeq, a leading telecoms provider
in Israel, has reported strong financial results on the back of a fast-growing fibre infrastructure in the country. The company has already provided a fibre
infrastructure to around 200,000 households and businesses in the country, with plans to roll out its service fast while investing in faster internet provision for its customers.
100G revenue growth is pumping a lot of enthusiasm – and revenue – into the market
While the company’s overall revenues were
down slightly due to a fall in the average revenue for telephony provision, revenues from internet services in the second quarter of 2013 amounted to NIS 321 million (around $88 million) compared with NIS 285 million (around $78 million) in the corresponding quarter of 2012 – an increase of 12.6 per cent. Bezeq says the growth in revenues from
internet services was primarily due to annual growth of 66,000 internet subscribers, together with a 6.3 per cent increase in average revenue per subscriber compared to the corresponding quarter of 2012 due to surfing speed upgrades.
MOU FOR FINISAR AND U2T PHOTONICS Finisar and U2T Photonics have entered a memorandum of understanding with respect to Indium-Phosphide (InP)-based Mach-Zehnder modulator (MZM) technology developed at the Fraunhofer Heinrich-Hertz-Institute (HHI). Under the deal, Finisar and U2T will
obtain exclusive access to HHI high speed InP modulators, including polarisation multiplexed I-Q modulators for 100G coherent applications. Concurrently, U2T has acquired all of the assets of COGO Optronics. ‘U2T has taken a significant step to
broaden its portfolio and further strengthen its long-standing collaboration with HHI on high performance optoelectronic components for the optical communications industry,’ said Andreas Umbach, CEO of U2T Photonics.
FREEDOM DARK TAKEN OVER IN CALIFORNIA Wilcon, a provider of fibre optic and data centre infrastructure on the west coast of the USA, has acquired Freedom Dark Fiber Networks, a high-capacity dark fibre provider in southern California. The combined company will constitute one of the largest fibre-optic networks in southern California. Wilcon will increase its fibre
network by nearly 3,000 miles, and provide access to nearly 1,000 additional enterprise buildings, wireless communications sites, data centres and internet hubs.
PROFITS INCREASE FOR TRANSMODE Transmode, a provider of packet- optical networking products, has published positive financial results. In the three months to June, sales
increased to approximately $44.7 million, an increase of 8.6 per cent compared to the corresponding quarter in 2012. Net profit was $7.6 million for the quarter. Transmode announced in April that
it has signed a three-year frame agreement with Hutchison Global Communications Limited (HGC) to supply a ROADM-based 100G optical backbone network for a new high-capacity network in Hong Kong.
Bandwidth demand in China is fuelling strong growth
Issue 1 • Autumn 2013 FIBRE SYSTEMS 7
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