Coherent bandwidth growth returns to historical levels & ROADM coverage initiated.
Cignal AI has updated forecasts for coherent ports in the Transport Applications Report.
The Transport Application Report now includes ROADM & line system deployment data
400ZRx Pluggable shipments surge while lower cloud spending holds back Compact Modular in North America.
Compact Modular equipment sales continued to surge while Chinese coherent port shipments stalled.
Compact modular sales again outperformed the overall optical hardware market while Packet-OTN sales declined. 400ZR is shipping but is supply limited.
400Gbps+ port shipments doubled YoY, 400ZR ports started to ship, and compact modular sales significantly outperformed the overall optical hardware market this quarter.
4Q20 Compact Modular sales significantly outperformed the overall optical market, as APAC sales more than doubled and surpassed EMEA sales for the first time. 400ZR forecasts for 2022 and beyond were increased based on growing operator interest.
Compact modular sales grew much faster than the optical market overall, with significant growth in APAC this quarter. 400ZR and ZR+ modules began sampling with several hundred modules shipped for evaluation.
This report includes our initial forecasts of the 100ZR and 400ZR+ markets.. Compact Modular sales grew much faster than the overall market this quarter as disaggregation continues to gain traction in networks outside of Cloud & Colo.
Packet-OTN sales doubled in NA as carriers responded to COVID-19, and shipments of 400Gbps+ ports doubled YoY as Chinese equipment companies entered production.
Compact Modular sales growth slowed in North America in the 4th quarter, but sales growth outside of NA was exceptionally strong and total worldwide sales grew nearly 50% year-over-year.
200G coherent shipments from China exceeded forecasts, worldwide shipments of 100G coherent ports will now decline until lower-cost alternatives emerge.
Over a quarter of North American compact modular sales were for long haul deployments as applications continue to expand.
Cignal AI’s 1Q19 Optical Hardware Applications Report has been issued.
Cignal AI presents the results from the 4Q18 Optical Applications Report.
Cignal AI’s 4Q18 Optical Hardware Applications Report has been issued.
Cignal AI’s 3Q18 Optical Hardware Applications Report has been issued.
Cignal AI’s 2Q18 Optical Hardware Applications Report has been issued.