Dell'oro reports North America optical transport equipment market grew 25% in 1Q 2022

Optical Transport revenue in North America and Latin America grew 25 percent and 19 percent year-over-year, respectively. The other regions declined at a mid-single-digit rate in the same period.

The vendors with the highest market share in the American regions include Ciena, Fujitsu, Infinera, and Cisco. Together, these companies have nearly 80 percent share of the regional revenue.

Component shortage and supply problems lowered the year-over-year worldwide optical market growth rate in the quarter from an estimated 6 percent to 3 percent.