Dell’Oro Group says Fujitsu is the top vendor in the North American optical equipment market for the third quarter in a row with a 22.8% of the $638.5M 2Q05 market. Fujitsu was also named the top vendor in the North American SONET/SDH market with a 37.0% share of the $382.7M 2Q05 market, a gain of nearly five percent since the $319.5M 1Q05 market.
DSL boom continues, and according to Infonetics Research, Worldwide DSL aggregation hardware DSL ports jumped 19% to 20.7 million in 2Q05, following a 6% increase in 1Q05, and revenue is up 11% to $1.62 billion. Annual revenue is expected to grow to $5.7 billion in 2008. Big boost will VDSL2, they say, because consumers want more and more bandwidth. n 2004, 7% of total DSL ports shipped were VDSL, growing to 11% in 2005, 19% in 2006, and 41% in 2008. Alcatel leads in worldwide DSL aggregation revenue market share, followed by Huawei and Siemens; Lucent is third in port share
Photonic chip start-up Infinera is tearing it up – after quickly signing up three customers, the company caught a big fish this week. The company will supply gear to FLAG Telecom, a global network operator owned by Indian telecom Reliance Infocomm. FLAG has deployed Infinera equipment on its fiber-optic networks in major metro areas, initially in Asia and Europe.