"OTN is going up as a result of several things, but the main catalyst is 40/100G," he said. "The SDH hierarchy just isn't worth expanding into these higher speeds, and OTN offers a much better solution going forward, including the capability of handling Ethernet transparently, better OAM&P (management) and true service transparency. Although OTN switching and transport hardware collectively made up 45 percent of the overall global equipment spending the first half of last year, Infonetics forecasts that it will grow to 70 percent of the revenue mix by 2015."

It is hard not to notice the flurry of service provider activity in 40G/100G optical networking lately, a trend that Infonetics Research believes is an "unstoppable" force. In its new "40G/100G Wavelength Deployment Strategies: Global Service Provider Survey," the research firm interviewed 21 incumbent, competitive, and mobile operators that have set 40G and/or 100G wavelengths to be either installed or planned for installation by 2013. Spanning the North America, EMEA, Asia Pacific, and CALA regions, the respondents represented 28 percent of the total worldwide telecom carrier revenue and capex. Andrew Schmitt, directing analyst for optical at Infonetics ...

An Infonetics survey suggests the optical 40G craze will be short-lived, as expected. The study confirmed that 40Gbit/s is being viewed as a stopgap, something to be replaced by 100Gbit/s once the latter is more widely available. Schmitt has been arguing for a couple of years that the 40Gbit/s generation will be a short one.

This year Carrier Ethernet World (CEW) Asia Pacific (APAC) took place from Nov. 30 – Dec. 2 at the Resorts World Convention Centre in Singapore. Around 320 delegates attended; most were local operators. However, there was representation from other APAC countries, in particular Malaysia and Indonesia

ANALYST NOTE The carrier Ethernet equipment market continues to grow strongly, so much so that we’ve increased our long-term forecast from $37.5 billion to $40.2 billion by 2015. Some market segments are growing faster while others are slowing faster than we originally anticipated. The largest downward changes are in the Ethernet microwave...

The attention of market participants up and down the supply chain is now focused on 100G transport, and 2012 is shaping up to a point of inflection in the development and deployment of the technology. It is worth reviewing the key trends that are unfolding as we head into this pivotal year.

Optical network hardware spending saw uptick in Q2: What a difference one quarter makes. Following an 11 percent decrease in Q1 2011, overall global optical network equipment sales rose 13 percent in Q2 2011. On a year-over-year basis, WDM optical network equipment spending rose 37 percent and the overall optical market is up 21 percent. Andrew Schmitt, Infonetics Research's directing analyst for optical, said even "If global optical network equipment spending in the second half of 2011 is flat with the first half, total spending for 2011 will be up 6.5%." From a market-specific perspective, ZTE (Shenzhen: 000063 ...

LightSquared now has a deal with CENX, but despite compelling economics, others aren't rushing in that direction. The economics of using Ethernet exchanges to enable mobile backhaul are compelling, but there's been no major uptick of sales, says one Carrier Ethernet analyst, Infonetics Research Inc. 's Michael Howard. However, he still expects those sales to come at some point.

Survey confirms carriers want to integrate IPoDWDM and OTN optics into routers -- How Carrier Ethernet solves the challenges of LTE mobile backhaul -- Carrier ...and more »

Telco equipment on the upswing: The recession put a big damper on sales of telecom and datacom equipment, but there are encouraging signs that the market is picking up. "...(R)evenues continue to rise and will do so through 2015 at an overall compound annual growth rate (CAGR) of 5.5%," says Jeff Wilson, principal analyst at Infonetics Research. "Service provider mobile and wireless infrastructure and enterprise and data center networks make up the largest portions of revenue, and growth through 2015 is fueled by a wide variety or product segments, from communications and security in the enterprise, to service ...

The growth will be fueled by a wide variety or product segments, from communications and security in the enterprise, to service provider IP Multimedia Subsystems, routing, switching, and Ethernet,” said Jeff Wilson, principal analyst at Infonetics Research. “We are encouraged to see growth in all but two of the markets we track within this industry.”

The largest investments are in routers, carrier Ethernet switches (CES (News - Alert)), and optical gear. Ethernet microwave is the fastest growing segment due to its use for mobile backhaul.” Also, carriers spent $26.5 billion on carrier Ethernet ...

Service providers are adopting carrier Ethernet in a big way, according to research released late last week from Infonetics. Microwave backhaul was the fastest growing of 10 carrier Ethernet equipment categories that Infonetics tracks—including carrier Ethernet switches, IP core and edge routers, Sonet/SDH equipment, WDM equipment, VDSL, fiber and copper EADS, and EPON, as well as Ethernet and dual Ethernet/TDM microwave equipment.

"Although carrier router and switch revenue was down sequentially in Q1 (as it usually is in the first quarter), the market is up year-over-year, and the last three quarters represent the three all-time highest-revenue quarters ever, a good sign that the market is back on track," notes Michael Howard, co-founder and principal analyst for carrier networks at Infonetics Research.

Things are looking up in the long term for high speed networking ports, particularly 100G and 100GE (Gigabit optical and Ethernet), which will be the major port player from 2015 to 2030, according to Infonetics Research. "There is a lot of excitement these days around 100G and 100GE, and whether or how soon 100G prices will cause 40G sales to decline," said Michael Howard, principal analyst for carrier and data center networks and co-founder of Infonetics.

"OTN is going up as a result of several things, but the main catalyst is 40/100G," he said. "The SDH hierarchy just isn't worth expanding into these higher speeds, and OTN offers a much better solution going forward, including the capability of handling Ethernet transparently, better OAM&P (management) and true service transparency. Although OTN switching and transport hardware collectively made up 45 percent of the overall global equipment spending the first half of last year, Infonetics forecasts that it will grow to 70 percent of the revenue mix by 2015."

It is hard not to notice the flurry of service provider activity in 40G/100G optical networking lately, a trend that Infonetics Research believes is an "unstoppable" force. In its new "40G/100G Wavelength Deployment Strategies: Global Service Provider Survey," the research firm interviewed 21 incumbent, competitive, and mobile operators that have set 40G and/or 100G wavelengths to be either installed or planned for installation by 2013. Spanning the North America, EMEA, Asia Pacific, and CALA regions, the respondents represented 28 percent of the total worldwide telecom carrier revenue and capex. Andrew Schmitt, directing analyst for optical at Infonetics ...

An Infonetics survey suggests the optical 40G craze will be short-lived, as expected. The study confirmed that 40Gbit/s is being viewed as a stopgap, something to be replaced by 100Gbit/s once the latter is more widely available. Schmitt has been arguing for a couple of years that the 40Gbit/s generation will be a short one.

This year Carrier Ethernet World (CEW) Asia Pacific (APAC) took place from Nov. 30 – Dec. 2 at the Resorts World Convention Centre in Singapore. Around 320 delegates attended; most were local operators. However, there was representation from other APAC countries, in particular Malaysia and Indonesia

ANALYST NOTE The carrier Ethernet equipment market continues to grow strongly, so much so that we’ve increased our long-term forecast from $37.5 billion to $40.2 billion by 2015. Some market segments are growing faster while others are slowing faster than we originally anticipated. The largest downward changes are in the Ethernet microwave...

The attention of market participants up and down the supply chain is now focused on 100G transport, and 2012 is shaping up to a point of inflection in the development and deployment of the technology. It is worth reviewing the key trends that are unfolding as we head into this pivotal year.

Optical network hardware spending saw uptick in Q2: What a difference one quarter makes. Following an 11 percent decrease in Q1 2011, overall global optical network equipment sales rose 13 percent in Q2 2011. On a year-over-year basis, WDM optical network equipment spending rose 37 percent and the overall optical market is up 21 percent. Andrew Schmitt, Infonetics Research's directing analyst for optical, said even "If global optical network equipment spending in the second half of 2011 is flat with the first half, total spending for 2011 will be up 6.5%." From a market-specific perspective, ZTE (Shenzhen: 000063 ...

LightSquared now has a deal with CENX, but despite compelling economics, others aren't rushing in that direction. The economics of using Ethernet exchanges to enable mobile backhaul are compelling, but there's been no major uptick of sales, says one Carrier Ethernet analyst, Infonetics Research Inc. 's Michael Howard. However, he still expects those sales to come at some point.

Survey confirms carriers want to integrate IPoDWDM and OTN optics into routers -- How Carrier Ethernet solves the challenges of LTE mobile backhaul -- Carrier ...and more »

Telco equipment on the upswing: The recession put a big damper on sales of telecom and datacom equipment, but there are encouraging signs that the market is picking up. "...(R)evenues continue to rise and will do so through 2015 at an overall compound annual growth rate (CAGR) of 5.5%," says Jeff Wilson, principal analyst at Infonetics Research. "Service provider mobile and wireless infrastructure and enterprise and data center networks make up the largest portions of revenue, and growth through 2015 is fueled by a wide variety or product segments, from communications and security in the enterprise, to service ...

The growth will be fueled by a wide variety or product segments, from communications and security in the enterprise, to service provider IP Multimedia Subsystems, routing, switching, and Ethernet,” said Jeff Wilson, principal analyst at Infonetics Research. “We are encouraged to see growth in all but two of the markets we track within this industry.”

The largest investments are in routers, carrier Ethernet switches (CES (News - Alert)), and optical gear. Ethernet microwave is the fastest growing segment due to its use for mobile backhaul.” Also, carriers spent $26.5 billion on carrier Ethernet ...

Service providers are adopting carrier Ethernet in a big way, according to research released late last week from Infonetics. Microwave backhaul was the fastest growing of 10 carrier Ethernet equipment categories that Infonetics tracks—including carrier Ethernet switches, IP core and edge routers, Sonet/SDH equipment, WDM equipment, VDSL, fiber and copper EADS, and EPON, as well as Ethernet and dual Ethernet/TDM microwave equipment.

"Although carrier router and switch revenue was down sequentially in Q1 (as it usually is in the first quarter), the market is up year-over-year, and the last three quarters represent the three all-time highest-revenue quarters ever, a good sign that the market is back on track," notes Michael Howard, co-founder and principal analyst for carrier networks at Infonetics Research.

Things are looking up in the long term for high speed networking ports, particularly 100G and 100GE (Gigabit optical and Ethernet), which will be the major port player from 2015 to 2030, according to Infonetics Research. "There is a lot of excitement these days around 100G and 100GE, and whether or how soon 100G prices will cause 40G sales to decline," said Michael Howard, principal analyst for carrier and data center networks and co-founder of Infonetics.