Assessing the Impact of IP-over-DWDM: Modeling Results

This is the third and final installment of a three-part series assessing the impact of IP-over-DWDM on the optical transport systems market.

• Part 1, “Is IP-over-DWDM Ready to Cross the Chasm?” discussed how innovations in 400ZRx optics will propel IP-over-DWDM into mainstream adoption among Service Providers. New capabilities such as high output power, transport-oriented management, and higher baud rates will overcome many obstacles hindering adoption among conservative and operationally rigid Telcos.
• Part 2, “Inputs, Assumptions, and Feedback” outlines the methodology used to assess the size of the 400ZRx market and the impact of IP-over-DWDM on the optical transport systems market. It explains the inputs, assumptions, and methodology of the model.
• Part 3, “Assessing the Impact of IP-over-DWDM: Modeling Results” (this one), uses the inputs and methodology outlined in Part 2 to quantify the impact of IP-over-DWDM on the optical transport systems market. These results will then be used to update the Optical Hardware and Customer Markets forecasts with the release of Cignal AI’s 2Q23 Transport Hardware Report.

Key Takeaways