DWDM Industry Market Strategies and Forecasts,

Transcription

1 DWDM Industry Market Assessment Photograph by Joseph Neustadt DWDM Industry Market Strategies and Forecasts, WAVES OF OPPORTUNITY ARE FLOODING THE MARKET REPORT # S PAGES 40+ TABLES AND FIGURES 200 $2,800

2 WinterGreen Research, Inc. Lexington, Massachusetts DWDM INDUSTRY MARKETS, Positioning TO PARTICIPATE IN HIGH GROWTH Internet Business to Business Exchange SEGMENTS MARKET STRATEGIES FORECASTS TO 2006 REPORT # S PAGES 40+ TABLES AND FIGURES 200 $2,800

3 CHECK OUT THESE KEY TOPICS INTEGRATION DRIVES COMMUNICATIONS INDUSTRY RESTRUCTURING DWDM Industry Market Strategies DWDM Industry Market Positioning DWDM Industry Market Growth Opportunities End to End Solutions Rules Engines Positioned As Primary Systems DWDM INDUSTRY MARKET FORECASTS WORLDWIDE MARKET SHARES MISSION CRITICAL MIDDLEWARE MESSAGING RULE ENGINES SWITCHES, ROUTERS, ADAPTERS, ROUTING ENGINES TRANSFORMATION ENGINES, PUBLISH SUBSCRIBE DWDM IndustryMarkets Shares DWDM Industry Cross Platform Market Shares REPORT METHODOLOGY THIS IS THE FORTY FIRST REPORT IN A SERIES OF MARKET RESEARCH REPORTS THAT PROVIDE FORECASTS IN COMMUNICATIONS, TELECOMMUNICATIONS, THE INTERNET, COMPUTER, SOFTWARE, AND TELEPHONE EQUIPMENT. THE PROJECT LEADERS TAKE DIRECT RESPONSIBILITY FOR WRITING AND PREPARING EACH REPORT. THEY HAVE SIGNIFICANT EXPERIENCE PREPARING INDUSTRY STUDIES. FORECASTS ARE BASED ON PRIMARY RESEARCH AND PROPRIETARY DATA BASES. FORECASTS REFLECT ANALYSIS OF THE MARKET TRENDS IN THE SEGMENT AND RELATED SEGMENTS. UNIT AND DOLLAR SHIPMENTS ARE ANALYZED THROUGH CONSIDERATION OF DOLLAR VOLUME OF EACH MARKET PARTICIPATION IN THE SEGMENT. MARKET SHARE ANALYSIS INCLUDES CONVERSATIONS WITH MARKETING DIRECTORS, DISTRIBUTORS, LEADING MARKET PARTICIPANTS, AND COMPANIES SEEKING TO DEVELOP MEASURABLE REPORT # S PAGES 40+ TABLES AND FIGURES 200 $2,800

4 MARKET SHARE. OVER 200 IN DEPTH INTERVIEWS ARE CONDUCTED FOR EACH REPORT WITH A BROAD RANGE OF KEY PARTICIPANTS AND OPINION LEADERS IN THE MARKET SEGMENT. APPLICATION INTEGRATION IS CENTRAL TO IMPLEMENTATION OF BUSINESS EXCHANGES YOU MUST HAVE THIS STUDY Alcatel Ciena Cisco Systems Corning Fujitsu Network Communications JDS Uniphase Lucent Technologies Marconi plc Nortel Networks Companies Profiled Optical Micro-Machines Ocular Networks PacketLight Networks Redback Networks Samsung / Corning Micro- Optics Sycamore Networks Telect Tellium Terabeam EXECUTIVE SUMMARY DWDM INDUSTRY DWDM MARKET INDUSTRY ANALYSIS EXECUTIVE SUMMARY ES-2 DWDM Market Application Forecasts ES- ES- DWDM Market Forecast Industry Analysis ES- DWDM INDUSTRY MARKET DEFINITION AND DESCRIPTION DWDM APPLICATION MARKET.4. Softswitch Open, Flexible DESCRIPTION Programming Environment. Next-Generation of Optical Services.5 Expanding Carrier IP Services To.. Intelligent Optical Services Business Customers.2 Managed Optical Services.6 Communication Servers 2.3 Storage Networking Services 4.4 Managed Fiber Service 5 DWDM INDUSTRY MARKET FORECAST INDUSTRY ANALYSIS 2. DWDM MARKET FORECAST INDUSTRY DWDM Market Shares in the First ANALYSIS Half of DWDM Market Application Forecasts 2.6 DWDM Market Forecasts 2.2 Business Applications Services 2.7 Lighting Dark Fiber eservices 2.8 DWDM Regional Market Shares Industry Market Segments 2.8. DWDM Market Shares in North DWDM Market Shares America DWDM Market Shares in DWDM Market Shares In Europe 0 REPORT # S PAGES 40+ TABLES AND FIGURES 200 $2,800

5 2.8.3 DWDM Market Shares in Asia 2.9 Metropolitan Rings 7 APPLICATIONS FOR DWDM IN THE UNITED STATES AND NORTH AMERICA APPLICATIONS FOR DWDM IN THE UNITED Cisco / LightWave STATES AND NORTH AMERICA 3.5 Cisco Offers DWDM Change in the 3. U.S. DWDM Value Added Applications Local Services Market 3.2 High-Performance Optical 3.6 All Services from One Cisco Platform Interconnection of Supercharged Servers via Cisco Optical Service Configuration Gigabit Ethernet Technology 3.8 Rapidly Scalable Rings 3.3 IBM Global Services Outsourcing 3.9 New Market Opportunities With Native Model 3 Ethernet Lucent Technologies / IBM Global 3.0 Ciena / Cable & Wireless Deploy 0G Services 4 Metropolitan Optical Transport Solution 3.4 Hewlett Packard And Nortel Networks 3. Ciena / Williams Communications E-Services 5 Network Intelligence 3.4. Integration of Servers and Optical 3.2 Ciena / Qwest Communications Networks Protel Optical Internet Across Mexico DWDM Reducing Networking with Intelligent Optical Solutions Complexity Nextlink Optical Systems Light Next Operating as a Single Data Center Generation North American Backbone Network Interconnection to Servers and Storage Across Optical Networks 0 APPLICATION FOR DWDM IN EUROPE 4. APPLICATIONS FOR DWDM IN EUROPE 4.4 ONO / Alcatel Global 4. Interoute Intelligent Optical Transport Telecommunication Solution Solutions 4.5 Marconi DWDM Systems in Europe 4.2 Deutsche Telekom / Lucent 4.6 Finnet / Marconi DWDM System Technologies Optical Equipment 4.7 Tele Danmark Optical Network Turk Telekom / Alcatel Nation-Wide 4.8 Marconi / Telecom Italia DWDM Network in Turkey 4.9 Marconi / Meshed Transport In Italy OptinexTM 686 WM 5 DWDM INDUSTRY COMPNAY PROFILES 5. DWDM COMPANY PROFILES Corning Cable Systems 5. Alcatel Corning Fiber Optic Customers 5.. Alcatel Revenue Fiber Optic Products 5..2 Alcatel Market Outlook Corning $50 Million Upgrade Carrier Networking Optical Fiber Manufacturing Facility Optics Corning Expansions 5..5 Space & Components Corning Acquisitions Alcatel Optronics Corning Strategy Alcatel Optronics Revenue Corning Frequency Control Optical Subsystem Production 5.5 Fujitsu Network Communications Ciena JDS Uniphase 5.2. Ciena Corporation Intelligent 5.6. JDS Uniphase Customers Optical Networking JDS Uniphase Products Ciena All-Optical / Opto Company Strategy Electronic Approach Acquisitions Grooming Bandwidth JDS Uniphase Revenue Ciena Customers 5.7 Lucent Technologies Ciena Revenue 5.7. Lucent Microelectronic Division Cisco Systems Lucent Products Corning Lucent Switching Solutions 5.4. Corning Cable Systems Integrates Lucent Optical Networking Omega One Communications Networking Industry 7 REPORT # S PAGES 25+ TABLES AND FIGURES 2000 $2,800

6 5.7.6 Lucent Revenues 5.0. OMM Products Revenues by Segment OMM Revenue Lucent Technologies Revenue OMM Customers OMM Strategic Positioning Lucent Acquisitions OMM Solution Ortel Corporation Acquisition OMM Products Spring Tide Networks Acquisition OMM Customers Avaya Ocular Networks Sale of Power Systems 5.2 PacketLight Networks Bell Labs 5.2. SiteLight Marconi plc CentraLight Marconi Digital Switch BrowseLight Marconi Strategic Positioning ControLight Marconi Optical Product Offerings 5.3 Redback Networks Redback Networks Products Marconi Revenue Redback Customers Marconi Customers Redback Revenues Marconi Acquisitions 5.4 Samsung / Corning Micro-Optics Marconi Divestiture 5.5 Sycamore Networks Nortel Networks 5.5. Sycamore Products Optical Internet with Nortel Sycamore Vision Networks Optical Networks Solutions Sycamore Acquisitions Nortel Networks Customers Sycamore Products Nortel Networks Open Optical Sycamore Customers Dense-Wavelength Division Multiplexing Sycamore Strategy (DWDM) System Sycamore OMM Strategy IP-Ready Open Optical Interfaces Sycamore Target Customer Base Nortel Networks Optical Packet Sycamore Networks Revenue Network Solution Sycamore Revenue IP Data Services 5.5. Acquisitions SONET/SDH 5.6 Telect Optical IP Network Backbones 5.7 Tellium Acquisitions 5.7. Tellium Aurora Switch Focus on Solutions 5.8 Terabeam Optical Micro-Machines 55 MANY OF THESE KEY TOPICS HAVE PHENOMENAL SUBCATEGORIES LIST OF TABLES AND FIGURES Market Forecasts Market Shares 2000 Table - 3 New Generation of Network Requirements 3 Table - (Continued) 4 New Generation of Network Requirements 4 Table -2 6 Data-Focused Softswitch Positioning 6 LIST OF TABLES AND FIGURES (CONTINUED) REPORT # S PAGES 25+ TABLES AND FIGURES 2000 $2,800

7 Market Forecasts Market Shares 2000 Figure 2-2 DWDM Segment Revenue, Figure DWDM Segment Revenue, Figure DWDM Segment Revenue, Table Global DWDM Market Shipment Forecasts By Application, Dollars, Figure Application Integration Broker, Market Forecast, Table Summary Application Integration Broker Industry Market Segment Forecast, Figure DWDM Market Shares, Table 2-8 Global DWDM Landline Market Shares, 2000 Figure DWDM Market Shares, First Half Table Global DWDM Landline Market Shares, First Half Figure 2-3 DWDM Market Forecasts, Dollars, Table Global DWDM Market Shipment Forecasts, Dollars, Table Global DWDM Market Shipment Forecasts, Dollars, By Region, Table Global DWDM Landline Market Shares, North America, Table Global DWDM Landline Market Shares, Europe, Table Global DWDM Landline Market Shares, Japan, Table Global DWDM Landline Market Shares, China, LIST OF TABLES AND FIGURES (CONTINUED) Market Forecasts Market Shares 2000 Table 3-2 Service Provider and Enterprise Optical Interconnection of Servers Innovation 2 Table Lucent Data Networking, Optical, and Wireless Solutions 4 Table 3-2 (Continued) 5 Lucent Data Networking, Optical, and Wireless Solutions 5 Table DWDM Integration of Servers and Optical Networks 6 REPORT NO. A PAGES 25 TABLES AND FIGURES 2000 $2,800

8 Table 3-3 (Continued) 7 DWDM Integration of Servers and Optical Networks 7 Table DWDM Leveraging Distributed Computing Power 7 Table Hewlett Packard and Nortel Networks Cooperative Aims 8 LIST OF TABLES AND FIGURES (CONTINUED) Market Forecasts Market Shares 2000 Table 4-2 Interoute Intelligence Strategy 2 LIST OF TABLES AND FIGURES (CONTINUED) Market Forecasts Market Shares 2000 Table 5-24 Key Elements JDS Uniphase Strategy 24 Table JDS Uniphase Strategies To Develop Modules To Improve Customer Time-To-Market 25 Table Key Elements of JDS Uniphase Strategic Positioning 26 Table Lucent Markets 28 Table Lucent Primary Switching Solution Products 30 Table 5-5 (Continued) 3 Lucent Primary Switching Solution Products 3 Table Lucent Primary Optical Networking Products 32 Table Nortel Networks Acquisitions 47 Table Nortel Networks Customers 47 Table 5-8 (Continued) 48 Nortel Networks Customers 48 Table OMM Strategic Objectives 57 Table OMM MEMS Design, Optics, Opto-Electronic Benefits 58 Table 5-60 OMM Customers 60 Table OMM Partnerships 6 Table Sycamore Key Market Segments 7 Table Key Elements of Sycamore Strategy 72 Table 5-4 (Continued) 73 Key Elements of Sycamore Strategy 73 REPORT NO. A PAGES 25 TABLES AND FIGURES 2000 $2,800

9 ABOUT THE COMPANY WinterGreen Research, founded in 985, provides strategic market assessments in telecommunications, communications equipment, health care, and advanced computer technology. Industry reports focus on opportunities that will expand existing markets or develop major new markets. The reports assess new product and service positioning strategies, new and evolving technologies, and technological impact on products, services, and markets. Market shares are provided. Leading market participants are profiled, and their marketing strategies, acquisitions, and strategic alliances are discussed. The principals of WinterGreen Research have been involved in analysis and forecasting of international business opportunities in telecommunications and advanced computer technology markets for over 30 years. ABOUT THE PRINCIPAL AUTHORS Ellen T. Curtiss, Technical Director, co-founder of WinterGreen Research, conducts strategic and market assessments in technology-based industries. Previously she was a member of the staff of Arthur D. Little, Inc., for 23 years, most recently as Vice President of Arthur D. Little Decision Resources, specializing in strategic planning and market development services. She is a graduate of Boston University and the Program for Management Development at Harvard Graduate School of Business Administration. She is the author of recent studies on worldwide telecommunications markets and the Top Ten Telecommunications market analysis and forecasts. Susan Eustis, President, co-founder of WinterGreen Research, has done research in communications and computer markets and applications. She holds several patents in microcomputing and parallel processing. She is the author of recent studies of the Regional Bell Operating Companies' marketing strategies, Internet equipment, a study of Internet Equipment, Worldwide Telecommunications Equipment, Top Ten Telecommunications, Digital Loop Carrier, Web Hosting, and Application Integration markets. Ms. Eustis is a graduate of Barnard College. REPORT # S PAGES 25+ TABLES AND FIGURES 2000 $2,800

10 Return To: WinterGreen Research, Inc. 6 Raymond Street Lexington, MA 0242 USA Phone: (78) Fax: (78) PLEASE ENTER MY ORDER FOR: ORDER FORM DWDM Industry Market Strategies and Forecasts, ALL REPORTS ARE AVAILABLE IN EITHER PRINT OR PDF - ENCLOSED IS MY CHECK FOR $2800 PLEASE BILL MY COMPANY USING P.O. NUMBER PLEASE CHARGE MY MASTERCARD/VISA/AMERICAN EXPRESS--CARD NUMBER EXP. DATE ADDITIONAL $375 (EXTRA COPY PRICE IN EFFECT ONLY WITH INITIAL ORDER) SIGNATURE X DATE NAME TITLE COMPANY DIVISION ADDRESS CITY STATE ZIP TELEPHONE FAX PLEASE NOTE: RESIDENTS OF MASSACHUSETTS AND CONNECTICUT MUST INCLUDE APPROPRIATE SALES TAX SUBSCRIBERS OUTSIDE THE UNITED STATES MUST PROVIDE PREPAYMENT IN U.S. FUNDS REPORT # S PAGES 25+ TABLES AND FIGURES 2000 $2,800