Traditional Service Provider Spending Remains Weak
IPoDWDM represents a $1.6B Opportunity by 2026
Promise of Power Reduction but Challenges Will Limit Deployment
Will Provide the Greater Uplink Bandwidth Needed for Access Network Upgrades
400GbE Optical Module Unit Shipments up 50%
Optical and Packet Transport Spending Weaker in EMEA and Asia
Almost 2M 400GbE Transceivers Shipped for Datacenter Applications
Pluggable Coherent shipment volumes are expected to triple in 2022
Metro forecasts cut as historical growth rate of 6% is expected to flatten by 2023
Long-Haul WDM Spending Mix Reaches Record Levels
Addition Brings Unique Perspective and Expands Firm’s Research Coverage
Long Term Chinese Capex Growth Trend Slows
Ciena Accounts for Nearly Half of 3rd and 5th Gen Coherent Ports
But a return to Growth in NA is expected in 2H21. Exceptional 4Q APAC Cloud & Colo Operator Spending.
Purchases of optical and packet transport hardware dropped sharply in the fourth quarter as operators exhausted capex earlier in the year.
Expenditures by North American cloud and colocation operators on optical and packet transport equipment declined 20 percent year over year in the third quarter of 2020 (3Q20), while incumbent operator spending increased 2 percent.
Global compact modular revenue grew 24 percent in the third quarter of 2020 (3Q20) over the prior year, versus just 7 percent for the total optical market.
European operators resumed purchases of optical and packet transport hardware in 3Q20 as COVID-related supply chain and operational delays eased.
Fourth-generation coherent will extend beyond 400ZR to include higher performance solutions generally referred to as 400ZR+ and lower speed 100Gbps (100ZR) targeted at the metro edge.