Following Nokia’s Acquisition of Infinera, Four Vendors Represent the Vast Majority of Revenues
Incline Village, NV. May 20, 2025 — In a newly released report, 650 Group highlights that the 1Q25 Optical Transport Equipment market experienced a single-digit decline compared to year-ago revenues.
The top five vendors in 1Q’25 included Huawei, Ciena, Nokia, ZTE and Infinera. These five vendors represent the vast majority of the revenues from the Optical Transport Equipment market. The market consolidated during the first quarter, as Nokia completed its acquisition of US-based Infinera. Regionally, the Asia-Pacific region, excluding China, experienced growth year-over-year growth, while most other regions declined.
“As expected and as we have seen in recent quarters, the metro portion of the Optical Transport Equipment market is experiencing challenges. Coherent pluggables such as ZR modules are a substitute for metro optical equipment, and using these lower-cost components reduces expenses,” said Chris DePuy, founding analyst for 650 Group.
“The ZR market is experiencing significant growth, and we anticipate that the metro optical equipment market will continue to decline in the coming years. In contrast, the long haul portion of the market experienced growth in the quarter,” continued DePuy. “We are encouraged that many vendors that sell Optical Transport Equipment also offer coherent pluggables, which may offset declines in metro optical.”
For more details, including charts on regional performance, vendor market shares, and port shipments by speed, please visit http://www.650Group.com
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. 650 Group focuses on leading-edge market trends and research and prides itself on being the first to market research with over 12 research programs focused on cloud trends. To learn more, please visit: http://www.650Group.com