Coherent Pluggables to Transform Optical Transport Market by 2024
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.
Transport Hardware Misses Expected Bounce Back in 2Q20
Delayed order fulfillment due to COVID supply chain impact earlier this year didn’t materialize as expected.
Network Operators Accelerate Capex in Response to COVID-19
The effects of COVID-19 simultaneously catalyzed demand for transport equipment and paralyzed supply chains worldwide during the first quarter of 2020.
North American Optical Sales Rebound In 2019
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.
Compact Modular Market Slows as Customers Evaluate 600G
Sales of Compact Modular platforms slowed during the second quarter of the year despite significant growth from market leader Ciena.
Growth Returns as Optical Hardware Spending Increases in Every Region
Optical hardware spending grew in every region and for every business segment during 2Q19.
Cloud and Colo Optical Hardware Spending Increases by 50% in North America
Cloud and colo operator spending on optical communications hardware continued to spur market growth in the first quarter of 2019.
Compact Modular Optical Sales Expand, Reaching Over $275M
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.
Optical Hardware Spending Growth Surges Over 80% in Japan
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.
Record Spending on Cloud Operator Optical Networks Drives Growth in 2018
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 Deployment Growth Sets Stage for Increased Spending in 2019
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.
2018 Cloud and Colo Optical Equipment Spending Will Exceed $1.4 Billion
Incumbent operator spending in Asia remains strong and now represents 35% of all optical hardware spending worldwide according to the 3Q18 Optical Markets Report.
200G to Capture Over a Quarter of Coherent WDM Market in 2018
Infinera + Coriant Challenge Ciena for Compact Modular Market Leadership
Cignal AI Increases Forecasts for Asia Based on Strong 3Q18 Results
Optical Hardware Report Shows 8th Consecutive Quarter of Spending Declines in North America Despite Strength of Cloud and Colo Market
Cignal AI Reports Record Cloud and Colo Optical Hardware Spending
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
Cignal AI Welcomes Scott Wilkinson as Lead Analyst for Optical Hardware Segment
Addition Will Expand Coverage of New Applications for Optical Hardware and Custom Research Capabilities
Compact Modular Optical Equipment Market on Track to Break $1 Billion in 2018
Cignal AI Raises CY18 200G and 400G Coherent Forecasts
Cignal AI Reports 2Q18 EMEA Optical Spending Offset Weakness in North America
Huawei Reports Record Revenue in China During ZTE Shutdown
Cable MSO Spending Increases Sharply in North America
Ciena and Infinera Continue to Take Share in Cloud Market
Cignal AI Increases 100G Forecast as Low-Cost Pluggable Module Demand Expected to Soar in 2021
Optical Applications Report Provides In-Depth Analysis of Coherent Port Shipments by Speed