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Cignal AI has issued the 2Q18 Optical Customer Markets Report. Updates include:

  • Added 2Q18 optical sales for the five tracked customer verticals, allowing clients to see total purchases of optical equipment by customer market.
  • Updated 2Q18 market share for vendor sales to cloud and colo operators which benchmarks the magnitude of business each company does these operators.
  • Added tables and chart of rolling 4 quarter market share of cloud and colo to better highlight longer-term vendor strengths in this sector.

The Optical Customer Markets Report examines the following:

  • Optical shipments to five end customer types across four global regions
  • Tracks shipments to Incumbent, Wholesale, Cloud & Colo, Cable MSO & Broadband, Enterprise & Government customers
  • Detailed vendor market share for equipment sales to Cloud and Colo customers
  • Forecasts by region and customer type

Significant statistics reported this quarter include:

  • Record cloud and colo spending reported in 2Q; now a significant share of spending in North America
  • Incumbent spending in China is equal to all other incumbent spending worldwide combined
  • Cable MSO spending in North America continues to be strong

Subscribers can download the latest Excel and PowerPoint files.

Report Details Excel PowerPoint

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