Optical Network Equipment Spending in Europe Up 8% YoYAugust 19, 2015 | IHS
Estimated reading time: 1 minute
Global optical network hardware revenue (WDM and SONET/SDH) grew 22 percent in the second quarter of the year from the previous quarter, but was flat from a year ago, according to market research firm IHS Inc. Europe is the only major world region that posted positive year-over-year growth in 2Q15, up 8 percent.
“With three consecutive quarters of good results, Europe is signaling a reversal of the terrible optical spending that we’ve seen in the region over the last five years,” said Andrew Schmitt, research director for carrier transport networking at IHS. “This strength is concentrated in Alcatel-Lucent, Ciena and Infinera.
“When taking into account currency effects, the results are even stronger — adjusted for exchange rate, optical spending in Europe saw a 30 percent year-over-year growth rate in the second quarter when measured in euros.”
More optical market highlights
- On a rolling 4-quarter basis, WDM equipment spending further extended 3 years of consecutive growth
- Spending on WDM equipment grew 23 percent in 2Q15 from 1Q15, and was up 6 percent from 2Q14
- WDM gear comprised 86 percent of total worldwide optical hardware revenue in Q2
- Spending on optical network hardware in Asia Pacific surged 36% in 2Q15 from the previous quarter, but is down 2% from a year ago
- Alcatel-Lucent announced an intention to merge with Nokia, an action IHS does
not expect to have any transformative effects on ALU’s optical business or the competitive landscape
Mark Goodwin announces that Ventec is now in the equipment business, as it were, now offering equipment under representation as well as equipment Ventec is now building. The equipment line matches up well with Ventec’s core. Some equipment includes: Legend/solder paste, via fill, press plates, and more. These new offerings just demonstrate how Ventec continues to be a value-add supplier.
Global semiconductor equipment billings contracted 11% year-over-year to US$25.6 billion in the third quarter of 2023, while quarter-over-quarter billings slipped 1% during the same period, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.
After a rainy Tuesday for the start of productronica, we had a brief respite on Wednesday morning, so we were able to walk from the U-bahn to the west entrance of Messe München without getting wet. We were accompanied by a horde of eager exhibition attendees mobbing the turnstiles to get into what promised to be an even livelier second day of the show. Yes, productronica has come back to life after COVID and re-established its identity as a premier event with more than 1,300 exhibitors from 45 countries, together with an exclusive supporting program.
Zero Defects International [ZDI] has announced their participation as an exhibitor at the SMTA Silicon Valley Expo and Tech Forum. It will be held at Building 3 on the FLEX campus located at 727 Gibralter Drive, Milpitas, CA. Expo time and date: 8:30 a.m., Thursday, December 7, 2023.
PIT – Equipment Services, LLC is pleased to announce Don Dennison, founder and CEO of PIT Equipment Services, has been honored with the prestigious 2023 GLOBAL Technology Award in the category of Best Manufacturers Representative - USA. The award ceremony took place during productronica in Munich on November 14, 2023.