Optical Equipment Market Outlook for OTN (4G, 5G) Applications: Regional & Global: 2020-2029

ES.1 Introductory comments
ES.2 Forecast methodology
ES.3 Protocols (‘ports’)
ES.4 Companies profiled in detail
ES.5 Market data:- TAMs and sales “volumes”
ES.6 Fronthaul and backhaul market segmentation
ES.7 Market data for optical networking transceivers

1.2 The emergence of 5G
1.3 5G Network Slicing
1.4 IoT and IIoT
1.5 Automotive and medical applications
1.6 Frequencies and frequency bands
1.6.1 “sub-6 GHz”
1.6.2 mmWave
1.6.3 Alternative abbreviations
1.6.4 Bit-Rates
1.7 The need for 5G infrastructure
1.8 Rebuilding the mobile infrastructure for 5G: who is it good for?
1.9 Objectives and scope of this report
1.10 Methodology of report
1.11 Forecast methodology
1.12 Plan of this report

2.1 Introduction
2.2 Wavelength-division multiplexing (WDM)
2.3 Passive optical networking (PON)
2.4 Carrier Ethernet
2.5 Space-division multiplexing (SDM)
2.6 New generations of optical systems

3.1  Introduction
3.2  Definitions and organization of the data and forecasts
3.2.1 Total markets, TAMs and captive markets
3.2.2 Methodology
3.3  Critiques relating to all the data
3.4  Factors which could upset the TAM data significantly
3.5 Overall (Total) Global Markets (all types of ports combined)
3.5.1 Presentation of the overall monetary data
3.5.2 Scenarios underlying the global data
3.6 Global 5G optical equipment by geographic region
3.6.1 Presentation of the regional data
3.6.2 Scenarios underlying the global data
3.6.3 Analysis of the optical networking equipment market data
3.7 Data by Port Types: WDM, PON, Carrier Ethernet and SDM
3.7.1 Overall observations
3.7.2 Presentation of the monetary data for WDM ports
3.7.3 Presentation of the data for WDM ports in volume terms
3.7.4 Presentation of the Global data for WDM ports by ‘xhaul’
3.7.5 Presentation of the monetary data for PON ports
3.7.6 Presentation of the data for PON ports in volume terms
3.7.7 Presentation of the Global data for PON ports by ‘xhaul’
3.7.8 Segmentations by Types of PON Port
3.7.9 Presentation of the monetary data for Carrier Ethernet ports
3.7.10 Presentation of the data for Carrier Ethernet ports in volume terms
3.7.11 Presentation of the Global data for Carrier Ethernet ports by ‘xhaul’
3.7.12 Presentation of the monetary data for SDM ports
3.7.13 Presentation of the data for SDM ports in volume terms
3.7.14 Presentation of the Global data for SDM ports by ‘xhaul’
3.7.15 Markets for Optical Networking Transceivers
3.8 Overall Analysis and Summary of all the Data Provided above

4.1 Introduction
4.2 Region 1: North America
4.2.1 Overall aspects
4.2.2 AT&T
4.2.2.1 Company profile
4.2.2.2 Suppliers of Optical Networking Equipment
4.2.2.3 Aspects relating to 5G - plans ahead
4.2.3 Charter Communications
4.2.3.1 Company profile
4.2.3.2 Suppliers of Optical Networking Equipment
4.2.4 T-Mobile
4.2.4.1 Company profile
4.2.4.2 Suppliers of Optical Networking Equipment
4.2.5 Verizon
4.2.5.1 Company profile
4.2.5.2 Suppliers of Optical Networking Equipment
4.3 Region 2: Asia-Pacific
4.3.1 Overall aspects
4.3.2 China Mobile
4.3.2.1 Company profile
4.3.2.2 Aspects relating to 5G - plans ahead
4.3.2.3 Suppliers of Optical Networking Equipment
4.3.2.4 Target markets
4.3.3 China Telecom Corporation Ltd.
4.3.3.1 Company profile
4.3.3.2 Suppliers of Optical Networking Equipment
4.3.3.3 Aspects relating to 5G - plans ahead
4.3.3.4 Target markets
4.3.4 China Unicom
4.3.4.1 Company profile
4.3.4.2 Suppliers of Optical Networking Equipment
4.3.4.3 Aspects relating to 5G - plans ahead
4.3.4.4 Target markets
4.3.5 KDDI
4.3.5.1 Company profile
4.3.5.2 Aspects relating to 5G - plans ahead
4.3.5.3 Suppliers of Optical Networking Equipment
4.3.5.4 Target 5G markets
4.3.6 NTT DoCoMo Inc
4.3.6.1 Company profile
4.3.6.2 Suppliers of Optical Networking Equipment
4.3.6.3 Aspects relating to 5G - plans ahead
4.3.7 SoftBank
4.3.7.1 Company profile
4.3.7.2 Suppliers of Optical Networking Equipment
4.3.7.3 Aspects relating to 5G - plans ahead
4.3.8 KT Corporation
4.3.8.1 Company profile
4.3.8.2 Suppliers of Optical Networking Equipment
4.3.8.3 Aspects relating to 5G - plans ahead
4.3.9 LG Uplus Corp
4.3.9.1 Company profile
4.3.9.2 Suppliers of Optical Networking Equipment
4.3.9.3 Aspects relating to 5G - plans ahead
4.3.9.4 Target 5G markets
4.3.10 SK Telecom
4.3.10.1 Company profile
4.3.10.2 Suppliers of Optical Networking Equipment
4.3.10.3 Aspects relating to 5G - plans ahead
4.3.10.4 Target 5G markets
4.4 Region 3: Europe
4.4.1 Overall aspects
4.4.2 Orange
4.4.2.1 Company Profile
4.4.2.2 Suppliers of Optical Networking Equipment
4.4.2.3 Aspects relating to 5G - plans ahead
4.4.2.4 Target 5G markets
4.4.3 Telefónica
4.4.3.1 Company profile
4.4.4 BT Telecommunications (including EE)
4.4.4.1 Company profile of EE
4.4.4.2 Suppliers of Optical Networking Equipment
4.4.4.3 EE’s Aspects relating to 5G - plans ahead
4.4.4.4 Target 5G markets
4.4.4.5 Boundless Networks
4.4.5 O2 (owned by Telefónica of Spain, see 4.4.3 above)
4.4.5.1 O2 Company Profile
4.4.5.2 Suppliers of Optical Networking Equipment
4.4.5.3 Aspects relating to 5G - plans ahead
4.4.5.4 Target 5G markets
4.4.6 Three UK (“3”)
4.4.6.1 Company profile
4.4.6.2 Suppliers of Optical Networking Equipment
4.4.6.3 Aspects relating to 5G - plans ahead
4.4.6.4 Target 5G markets
4.4.7 Vodafone Group plc
4.4.7.1 Company profile
4.4.7.2 Suppliers of Optical Networking Equipment
4.4.7.3 Aspects relating to 5G - plans ahead
4.4.7.4 Vodafone and Open RAN
4.5 Some Notes Concerning Private 5G Networks

5.1 Introduction: Optical Role in the Successor to CPRI (CPRI = common public radio interface)
5.2 Challenges to fiber-based 5G infrastructure from mmWave, Microwave and free-space optical (FSO) transmission
5.3 Suppliers of Optical Equipment for 5G Backhaul /Fronthaul (“Xhaul”) : Products and Alliances
5.3.1 Adtran, Inc.
5.3.1.1 Company Profile
5.3.1.2 5G-related Products
5.3.1.3 The publisher’s perspective on Adtran
5.3.2 Ciena Corporation
5.3.2.1 Company Profile
5.3.2.2 5G-related Products
5.3.2.3 Ciena’s alliances on 5G
5.3.2.4 The publisher’s perspective on Ciena
5.3.3 Cisco
5.3.3.1 Company Profile
5.3.3.2 5G-related Products
5.3.3.3 The publisher’s perspective on Cisco
5.3.3.4 Acquisition of Acacia Communications
5.3.4 Ericsson (Sweden)
5.3.4.1 Company Profile
5.3.4.2 Ericsson’s 5G Products and Presence
5.3.4.3 Ericsson’s alliances on 5G
5.3.4.4 The publisher's perspective on Ericsson
5.3.5 Huawei
5.3.5.1 Company profile
5.3.5.2 5G products
5.3.5.3 Alliances on 5G
5.3.5.4 The publisher’s perspective on Huawei
5.3.6 Infinera
5.3.6.1 Company Profile
5.3.6.2 5G-Related products
5.3.6.3 Alliances on 5G
5.3.6.4 The publisher’s perspective on Infinera
5.3.7 Lumentum (including NeoPhotonics, from 2022)
5.3.7.1 Company Profile
5.3.7.2 5G-related Products
5.3.7.3 The publisher’s perspective on Lumentum
5.3.8 Nokia Corporation (Finland)
5.3.8.1 Company Profile
5.3.8.2 5G-Related products
5.3.8.3 Nokia’s customers
5.3.8.4 Alliances on 5G
5.3.8.5 Publisher’s perspective on Nokia
5.3.9 ZTE Corporation (China)
5.3.9.1 Company Profile
5.3.9.2 5G products
5.3.9.3 Alliances on 5G
5.3.9.4 Publisher’s perspective on ZTE

Figure ES.1 Annual 5G Subscribers - Globally (M)
Figure ES.2 Annual 5G Subscribers - Totals by Geographic Region (M)
Figure ES.3 Overall Global TAMs for Optical Networking Equipment ($BN)
Figure ES.4 Overall Regional TAMs for Optical Networking Equipment ($BN)
Figure ES.5 Overall Global TAMs for Optical Networking Equipment into "xhaul" ($BN)
Figure ES.6 Global TAMs for 10G to 400G Max. Bit Rate Optical Networking Transceivers ($M)
Figure ES.7 Global TAMs for 600G to 1.2 & 1.6T Max. Bit Rate Optical Networking Transceivers ($M)
Figure 1.1 Important examples of 5G network slicing
Figure 1.2 Annual 5G Subscribers - Globally (M)
Figure 1.3 Annual 5G Subscribers - Totals by Geographic Region (M)
Figure 2.1 MEF's Five Attributes of Carrier Ethernet
Figure 3.1 Total Market, Captive Market and TAM
Figure 3.2 Overall Global TAMs for Optical Networking Equipment ($BN)
Figure 3.3 Overall Regional TAMs for Optical Networking Equipment ($BN)
Figure 3.4 Overall Global TAMs for Optical Networking Equipment into "xhaul" ($BN)
Figure 3.5 Global TAMs for Optical Networking Equipment WDM Ports ($BN)
Figure 3.6 Regional TAMs for Optical Networking Equipment WDM Ports ($M)
Figure 3.7 Global Markets for Optical Networking Equipment WDM Ports (1,000s of units)
Figure 3.8 Regional Markets for Optical Networking Equipment WDM Ports (1,000s of units)
Figure 3.9 Overall Global TAMs for Backhaul & Fronthaul - WDM Ports ($M)
Figure 3.10 Overall Global Markets for Backhaul & Fronthaul - WDM Ports(1,000s of units)
Figure 3.11 Global TAMs for Optical Networking Equipment - PON Ports ($BN)
Figure 3.12 Regional TAMs for Optical Networking Equipment - PON Ports ($M)
Figure 3.13 Global Markets for Optical Networking Equipment - PON Ports (1,000s of units)
Figure 3.14 Regional Markets for Optical Networking Equipment PON Ports (1,000s of units)
Figure 3.15 Overall Global TAMs for Backhaul & Fronthaul - PON Ports ($M)
Figure 3.16 Overall Global Markets for Backhaul & Fronthaul PON Ports (1,000s of units)
Figure 3.17 Global TAMs by Type of PON Port ($M)
Figure 3.18 Global Markets by Type of PON Port (1,000s of units)
Figure 3.19 Global TAMs for Optical Networking Equipment - Carrier Ethernet Ports ($M)
Figure 3.20 Regional TAMs for Optical Networking Equipment Carrier Ethernet Ports ($M)
Figure 3.21 Global Markets for Optical Networking Equipment Carrier Ethernet Ports (1,000s of units)
Figure 3.22 Regional Markets for Optical Networking Equipment Carrier Ethernet Ports (1,000s of units)
Figure 3.23 Overall Global TAMs for Backhaul & Fronthaul Carrier Ethernet Ports ($M)
Figure 3.24 Overall Global Markets for Backhaul & Fronthaul Carrier Ethernet Ports (1,000s of units)
Figure 3.25 Global TAMs for Optical Networking Equipment SDM Ports ($BN)
Figure 3.26 Regional TAMs for Optical Networking Equipment SDM Ports ($M)
Figure 3.27 Global Markets for Optical Networking Equipment SDM Ports (1,000s of units)
Figure 3.28 Regional Markets for Optical Networking Equipment SDM Ports (1,000s of units)
Figure 3.29 Overall Global TAMs for Backhaul & Fronthaul SDM Ports ($M)
Figure 3.30 Overall Global Markets for Backhaul & Fronthaul SDM Ports (1,000s of units)
Figure 3.31 Global TAMs for 10G to 400G Max. Bit Rate Optical Networking Transceivers ($M)
Figure 3.32 Global TAMs for 600G to 1.2 & 1.6T Max. Bit Rate Optical Networking Transceivers ($M)
Figure 3.33 Global Unit Markets for 10G to 400G Max. Bit Rate Optical Networking Transceivers (1,000s)
Figure 3.34 Global Unit Markets for 600G to 1.2 & 1.6T Max. Bit Rate Optical Networking Transceivers (1,000s)

Table 1-1 The main frequency bands available for “sub-6 GHz” 5G
Table 1-2 The main frequency bands available for mmWave FBA (FWA)
Table 1-3 Annual Forecasts for Numbers of 5G Subscribers (Regional. M)
Table 2-1 Optical Transceiver Products
Table 3-1 Changes to the “Surprise-Free” Global TAM Data Anticipated if a Major Disaster Occurred any Time during the Final Months of 2022 through 2029
Table 3-2 Overal Global TAMs for Optical Networking Equipment ($BN)
Table 3-3 Overal Regional TAMs for Optical Networking Equipment ($BN)
Table 3-4 CAGRs (%) for the Various Regions
Table 3-5 Overall Global TAMs for Optical Networking Equipment into "xhaul" ($BN)
Table 3-6 Global TAMs for Optical Networking Equipment WDM Ports ($BN)
Table 3-7 Regional TAMs for Optical Networking Equipment WDM Ports ($M)
Table 3-8 Global Markets for Optical Networking Equipment WDM Ports (1,000s of units)
Table 3-9 Regional Markets for Optical Networking Equipment WDM Ports (1,000s of units)
Table 3-10 Global TAMs for Backhaul & Fronthaul - WDM Ports ($M)
Table 3-11 Global Markets for Backhaul & Fronthaul - WDM Ports (1,000s of units)
Table 3-12 Global TAMs for Optical Networking Equipment PON Ports ($BN)
Table 3-13 Regional TAMs for Optical Networking Equipment PON Ports ($M)
Table 3-14 Global Markets for Optical Networking Equipment PON Ports (1,000s of units)
Table 3-15 Regional Markets for Optical Networking Equipment PON Ports (1,000s of units)
Table 3-16 Global TAMs for Backhaul & Fronthaul - PON Ports ($M)
Table 3-17 Global Markets for Backhaul & Fronthaul PON Ports (1,000s of units)
Table 3-18 Global TAMs by Type of PON Port ($M)
Table 3-19 Global Markets by Type of PON Port (1,000s of units)
Table 3-20 Global TAMs for Optical Networking Equipment Carrier Ethernet Ports ($M)
Table 3-21 Regional TAMs for Optical Networking Equipment Carrier Ethernet Ports ($M)
Table 3-22 Global Markets for Optical Networking Equipment Carrier Ethernet Ports (1,000s of units)
Table 3-23 Regional Markets for Optical Networking Equipment Carrier Ethernet Ports (1,000s of units)
Table 3-24 Global TAMs for Backhaul & Fronthaul Carrier Ethernet Ports ($M)
Table 3-25 Global Markets for Backhaul & Fronthaul Carrier Ethernet Ports (1,000s of units)
Table 3-26 Global TAMs for Optical Networking Equipment SDM Ports ($BN)
Table 3-27 Regional TAMs for Optical Networking Equipment SDM Ports ($M)
Table 3-28 Global Markets for Optical Networking Equipment SDM Ports (1,000s of units)
Table 3-29 Regional Markets for Optical Networking Equipment SDM Ports (1,000s of units)
Table 3-30 Global TAMs for Backhaul & Fronthaul - SDM Ports ($M)
Table 3-31 Global Markets for Backhaul & Fronthaul SDM Ports (1,000s of units)
Table 3-32 Annual Global TAMs for Optical Networking Transceivers by Maximum Bit Rate ($M)
Table 3-33 Annual Global Markets for Optical Networking Transceivers by Maximum Bit Rate (1,000s of units)
Table 4-1 Basic Format for Main Data Presentation Tables (CSPs)
Table 4-2 Presentation Table for AT&T
Table 4-3 Presentation Table for Charter Communications
Table 4-4 Presentation Table for T-Mobile US, Inc.
Table 4-5 Presentation Table for Verizon
Table 4-6 Presentation Table for China Mobile
Table 4-7 Presentation Table for China Telecom
Table 4-8 Presentation Table for China Unicom
Table 4-9 Presentation Table for KDDI
Table 4-10 Presentation Table for NTT DoCoMo
Table 4-11 Presentation Table for KT Corporation
Table 4-12 Presentation Table for LG Uplus Corp
Table 4-13 Presentation Table for SK Telecom
Table 4-14 Presentation Table for Orange
Table 4-15 Presentation Table for Telefónica
Table 4-16 Presentation Table for BT Group
Table 4-17 Presentation Table for Vodafone
Table 5-1 Presentation Table for Adtran
Table 5-2 Presentation Table for Ciena
Table 5-3 Presentation Table for Cisco
Table 5-4 Presentation Table for Ericsson
Table 5-5 Presentation Table for Huawei
Table 5-6 Presentation Table for Infinera
Table 5-7 Presentation Table for Lumentum
Table 5-8 Presentation Table for Nokia
Table 5-9 Presentation Table for ZTE