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Introduction

The entire optical communications value chain will be affected by the sanctions levied against ZTE. ZTE is a leading equipment manufacturer in China, sells worldwide, and purchases optical components from vendors around the globe.

Highlights

  • ZTE is already losing market share in the optical networking and PON markets outside of China. This, in turn, impacts its component and subcomponent suppliers.
  • In optical networking, US component and subcomponent suppliers are losing revenues due to the sanctions against ZTE. Non-US suppliers will be gaining those lost US revenues.

Features and Benefits

  • Assesses how much market share ZTE is likely to lose, and where.
  • Identifies which optical component and subcomponent suppliers will be most impacted, and which suppliers are likely to benefit.

Key questions answered

  • What has been ZTE's market share in the optical networking market? How much share is it likely to lose and to whom?
  • What has been ZTE's market share in transport and routing? How much share is it likely to lose and to whom?
  • What has been ZTE's market share in PON? How much share is it likely to lose and to whom?
  • Which optical component and subcomponent suppliers are impacted?

Table of contents

Ovum view

  • Summary
  • Outcome scenarios become complicated, quickly
  • ZTE is already losing market share
  • Component market – US loses, China and others will gain
  • Going forward

Appendix

  • Further reading
  • Author