Optical Hardware Report Shows 8th Consecutive Quarter of Spending Declines in North America Despite Strength of Cloud and Colo Market
On November 5th, Andrew Schmitt and Scott Wilkinson traveled to New York for a day of 1:1 meetings with investors and a lunch presentation to a group of investors. Topics included the role compact modular systems would play in shaping operator spending, Chinese spending and technology trends and discussion of the ongoing industry consolidation.
Raymond James released a note summarizing the discussions – some observations are excerpted here:
Ciena Leads Sales to North American Cloud/Colo Operators as Spending Increases 6 Percent Quarter-Over-Quarter; Huawei Sees Strong Demand from Chinese Cloud Giants
Gazettabyte discovers that Ciena is actively hiring people to staff an Optical Microsystems Division including internal salespeople tasked to secure market footprint.
The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. This presentation summarizes the history of the coherent market and outlines the technology’s expected evolution over the next 4 years.
Addition Will Expand Coverage of New Applications for Optical Hardware and Custom Research Capabilities
Lightwave writes about our 2Q18 Optical Application report and changes to the 2018 200G & 400G forecast.
Prior to ECOC 2018 Inphi introduced the industry’s smallest form factor, lowest power and highest performance 64GBaud quad coherent TIA and driver.
Cignal AI Raises CY18 200G and 400G Coherent Forecasts
Partners with ECI for metro transport and Juniper for routing. Both companies’ equipment will work with Ericsson management software. These partnerships usually don’t move the needle and it is hard to see why this one might be different.
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Huawei Reports Record Revenue in China During ZTE Shutdown
This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2022. It is released once results for the current quarter (2Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.
Ciena and Infinera Continue to Take Share in Cloud Market
The Cignal AI 2nd quarter 2018 (2Q18) Optical Hardware market share tracker is now complete. This tracker allows clients to download a real-time view of industry results as companies report. Updates are made continuously and are reflected in the tracking table below.