AI Deployment Accelerates 800GbE Optical Growth
Coherent optics growth is healthy but Telecom component market remains in doldrums
Cloud Spending on Optical Transport Jumps 46% in 4Q23
Traditional Service Provider Spending Remains Weak
30% of Metro WDM Hardware Spending to Shift to Router-hosted Coherent Pluggables
IPoDWDM represents a $1.6B Opportunity by 2026
WDM Transport Spending Weakens During 2Q23
Network Operators Absorb Inventory and Pause Orders
Linear Drive will be a Small Fraction of 800GbE Market
Promise of Power Reduction but Challenges Will Limit Deployment
100ZR Coherent Pluggable Deployment Begins in 2024
Will Provide the Greater Uplink Bandwidth Needed for Access Network Upgrades
Datacenter Optical Component Revenue Rebounds 14% in 3Q22
400GbE Optical Module Unit Shipments up 50%
North American WDM Transport Spending Surpasses Pre-Covid Levels
Optical and Packet Transport Spending Weaker in EMEA and Asia
Datacom Optical Component Revenue Nearly $5B in 2021
Almost 2M 400GbE Transceivers Shipped for Datacenter Applications
Shipments of 400ZR Pluggable Coherent Modules Jump in 4Q21
Pluggable Coherent shipment volumes are expected to triple in 2022
IP-over-DWDM and Coherent Pluggables to Impact Metro WDM Spending
Metro forecasts cut as historical growth rate of 6% is expected to flatten by 2023
North American Optical Transport Spending to Accelerate
Long-Haul WDM Spending Mix Reaches Record Levels
Cignal AI Welcomes New Analyst Kyle Hollasch
Addition Brings Unique Perspective and Expands Firm’s Research Coverage
Spending Rebounds for Worldwide Optical and Packet Transport
Long Term Chinese Capex Growth Trend Slows
400G+ Coherent Optics Shipments Triple During 2020
Ciena Accounts for Nearly Half of 3rd and 5th Gen Coherent Ports
North American Cloud and Traditional Telco CapEx Drops in Fourth Quarter
But a return to Growth in NA is expected in 2H21. Exceptional 4Q APAC Cloud & Colo Operator Spending.
North American Transport Spending Plummets in Q4
Purchases of optical and packet transport hardware dropped sharply in the fourth quarter as operators exhausted capex earlier in the year.
Dramatic Shift in Network Operator Spending on Optical and Packet Transport Gear in North America
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.
Compact Modular Grows Faster Than Overall Optical Market in 3Q20
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.
EMEA Optical and Packet Transport Spending Bounces Back in 3Q20
European operators resumed purchases of optical and packet transport hardware in 3Q20 as COVID-related supply chain and operational delays eased.