Delayed order fulfillment due to COVID supply chain impact earlier this year didn’t materialize as expected.
The effects of COVID-19 simultaneously catalyzed demand for transport equipment and paralyzed supply chains worldwide during the first quarter of 2020.
Recent optical sales in North America were encouraging – up more than 25% for 4Q19 and 10% for all of 2019 according to the most recent Transport Hardware Report from research firm Cignal AI.
Sales of Compact Modular platforms slowed during the second quarter of the year despite significant growth from market leader Ciena.
Optical hardware spending grew in every region and for every business segment during 2Q19.
Cloud and colo operator spending on optical communications hardware continued to spur market growth in the first quarter of 2019.
Compact modular optical hardware is being used in more network applications than ever before, driving up sales during the first quarter of 2019 as reported in the latest Optical Applications Report from market research firm Cignal AI.
Japan’s optical hardware spending surge continued for the fourth quarter in a row with an extraordinary 82% year-over-year increase in the first quarter of 2019.
Cloud operator spending on optical hardware grew almost 50 percent year-over-year to reach well over over $1 billion in 2018, according to the most recent (4Q18) Optical Customer Markets Report from research firm Cignal AI.
Long-haul WDM deployments rebounded in the fourth quarter of 2018 (4Q18) with growth of nearly 20 percent, fueled by a reversal of almost two years of a terrestrial spending decline in North America and a year-over-year surge in Japan.
Incumbent operator spending in Asia remains strong and now represents 35% of all optical hardware spending worldwide according to the 3Q18 Optical Markets Report.
Infinera + Coriant Challenge Ciena for Compact Modular Market Leadership
Optical Hardware Report Shows 8th Consecutive Quarter of Spending Declines in North America Despite Strength of Cloud and Colo Market
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
Addition Will Expand Coverage of New Applications for Optical Hardware and Custom Research Capabilities
Cignal AI Raises CY18 200G and 400G Coherent Forecasts
Huawei Reports Record Revenue in China During ZTE Shutdown
Ciena and Infinera Continue to Take Share in Cloud Market
Optical Applications Report Provides In-Depth Analysis of Coherent Port Shipments by Speed
Cignal AI Enhances Quarterly Optical Hardware Reports with New Market Tracker Offering Real-Time Visibility into Individual Vendor Results