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This is Transmit, a summary of our latest research and important trends in the industry.
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These reports examine recent quarterly results and items of interest about key vendors in the optical market. Occasionally we also write in-depth profiles of companies that we think are interesting.
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France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product focus.
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AOI made news recently with its intention to sell its Chinese manufacturing facilities and partnership with Microsoft for laser development.
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We hope you find our weekly earnings call summaries and vendor reports useful. Catch up on what you missed, including our plans for releasing an update to our IP-over-DWDM forecast.
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The A.I. messaging was strong but datacenter revenue appears to be bottoming.
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The best technical customer conference is back up and running.
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Observations on IP over DWDM and the Optical Edge.
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Uncovering who uses which DSP, and which DSP vendors ship the most volume.
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Transport Hardware Report
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- The worldwide optical market grew by 8% as supply chain constraints eased. Most vendors began to draw down the massive booking backlogs accumulated throughout 2022.
- The worldwide routing market grew 15%, its fifth quarter of growth in the past six quarters.
- Supply chains are improving, but the tenuous macroeconomic situation is causing some network operators to postpone delivery of ordered hardware by several quarters.
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Transport Applications Report
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- 400ZRx port shipment growth stalled hyperscale users absorb inventory, but it is still up over 65% YoY. More than a quarter of all coherent ports shipped this quarter were 400ZRx.
- ROADM line card shipments grew 10%, slightly higher than overall optical hardware market performance during 1Q23 (8%).
- Compact Modular sales again outperformed the overall optical market this quarter and were up +15% YoY worldwide. Sales at Cisco declined -74% as hyperscale customers paused new orders while they absorbed inventory.
- OTN switching hardware sales grew 15%, marking the third straight quarter of growth following eight consecutive quarters of YoY decline. A spending resurgence in India has primarily driven this growth.
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Optical Components Report
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- Datacom optical component revenue plummeted -20% YoY as inventory adjustments by large equipment companies and hyperscale operators hit hard.
- Telecom optical component revenue was down sharply (-13%) for similar reasons.
- 400GbE module shipments declined across the board in all reach specifications and from all vendors. DR continues to be the most popular format, with more than 60% of 400GbE ports shipped using that format.
- A nominal number of 800GbE modules shipped and large-scale shipments will not start until the associated Ethernet switches with 100Gbps PAM4 interfaces are commercially available later in 2023.
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Sept 18-20 - Cisco PONC (speaking)- Richardson, TX
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Oct 2-4 - ECOC (speaking)- Glasgow, Scotland
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Oct 17-19 - OCP Global Summit - San Jose, CA
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