On February 27th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2016 (4Q16). This second report, issued on March 9th, extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
Subscribers to the Optical Hardware Report are able to download an excel file with actual results through 4Q16 along with detailed, up-to-date forecasts. A compilation of our latest analysis is also available in both web format as well as .pdf.
Excel PDFThere were some minor changes to our forecast during 4Q16:
- Updated LH v Metro WDM mix in Japan to adjust for 100G rollout
- Adjusted SLTE forecast to moderate declines in later years
- Slight changes to EMEA and NA for 2017 based on CY16 results.
A detailed discussion of our near and long term forecasts follows.
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