Infinera + Coriant Challenge Ciena for Compact Modular Market Leadership
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 (3Q18) 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.
The Cignal AI 3rd quarter 2018 (3Q18) Optical Hardware market share tracker is now active. 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.
The SCTE Cable-Tec Expo is the premiere technical trade show for North American Cable MSOs and has historically been oriented towards software, analog hardware, outside plant, and HFC-specific equipment. This year a greater number of prominent optical companies joined in. Factor such as fiber deep, native optics, 5G, and virtualization are driving optical deployments into the MSOs.
Infinera’s acquisition of Coriant officially closed on October 1, 2018, and it is yet another example of the absorption of smaller optical networking equipment vendors happening in the market today, although at a scale not seen since Ciena acquired the optical assets of Nortel in 2009. This Active Insight report examines the post-acquisition opportunities and challenges in depth.