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400ZR IPoDWDM – Market Impact and Forecast

By November 16, 2021No Comments

Replay Available

How will 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?

We thought this complex, controversial, and uncertain topic is best discussed via an interactive presentation rather than our customary written Active Insight report. Join us for an interactive discussion and Q&A. The presentation will cover:

  • Methodology of Cignal AI optical equipment market impact calculations, including assumptions of how pluggables will replace traditional optical equipment.
  • Multiple use-case substitution scenarios, as well as what % of each market is displaced by pluggables.
  • Adjacent growth in the component market, as well as what portion of Metro WDM equipment spending will be cannibalized.

This is the first step in our ongoing analysis of what will be the biggest trend in optical networking this decade. We welcome your opinions and feedback.

A replay and slide download will be made available afterward.

Speakers

Kyle Hollasch – Lead Analyst Transport Hardware – Cignal AIKyle Hollasch – Lead Analyst Transport Hardware – Cignal AI
Scott Wilkinson, PhD – Lead Analyst Optical ComponentsScott Wilkinson, PhD – Lead Analyst Optical Components
Andrew Schmitt – Directing Analyst – Cignal AIAndrew Schmitt – Directing Analyst – Cignal AI
This is an Active Insight presentation for clients.

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PowerPoint