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Welcome to TRANSMIT, our monthly newsletter on important news and trends in the optical industry, our latest research, and noteworthy upcoming events.

Compact Modular Optical Equipment Market Slows as Customers Evaluate 600G

Nearly Half a Million Coherent Ports Shipped in the Last 12 Months

BOSTON (September 18, 2019)Sales of Compact Modular platforms slowed during the second quarter of the year despite significant growth from market leader Ciena, as reported in the latest Optical Applications Report from market research firm Cignal AI. Production shipments of new 600Gbps platforms are taking longer to ramp as operators require more time to evaluate these next-generation solutions. As a result, Cignal AI has decreased the overall 2019 Compact Modular sales forecast for the year.

Read the full press release for additional key findings and takeaways.
200G Coherent Port Shipment Market Share

Free Webinar This Thursday

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Join us and learn:
  • How the shift towards disaggregated network models impacts the optical equipment market
  • The definition of multi-haul optics and why they make disaggregation more efficient and effective
  • About real-world applications of disaggregated optical networks in brownfield, greenfield, and DCI applications

Customer Markets Report Released

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The 2Q19 Optical Customer Markets Report shipped to clients on September 12th, including Excel and interactive data dashboards. There is a live presentation of the report scheduled for October 3rd.

The report examines optical shipments across four global regions to Incumbent, Wholesale, Cloud & Colo, Cable MSO & Broadband, Enterprise & Government customers, details vendor market share for equipment sales to each market, and provides forecasts by region and customer type.

Highlights this quarter:
  • Incumbent spending grew in every region as North America and CALA returned to growth. APAC growth for the quarter is enhanced by ZTE’s stoppage a year ago.
  • Cloud & colo spending growth slowed especially in North America, but Cloud & Colo remains the fastest-growing segment.
  • Cable & MSO sales declined due to a significant drop in North American sales.
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Don't Miss Out!

Customer Markets

Live Report Presentation

October 3rd 11 AM ET

ECOC 2019 Event with Infinera

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ECOC 2019
Andrew Schmitt will be participating in a panel organized by Infinera:

The Role of Digital Subcarriers in Aggregation Network Architectures
Infinera, Cignal AI, and Finisar – Moderated by Stephen Hardy, Lightwave
Wednesday, September 25 10:30 – 11:30
Room Dodder B in Hall 5, located on the first floor above Hall 4

Also, there are still a few slots available for meetings during ECOC September 23-25 — please contact us if you would like to arrange a time.

Upcoming Events

Sept. 17, 2019 - Nokia AON - Anaheim, CA

Sept. 23-25, 2019 - ECOC - Dublin, Ireland

Sept. 27, 2019 - 3rd Annual Client Oktoberfest Party - Munich, Germany

October 8-10, 2019 - Ciena Vectors - Ottawa, Canada

November 4th, 2019 - Investor Meetings with Raymond James - New York, NY

November 18-20, 2019 - Nokia Analyst Event - Helsinki, Finland