Optical Applications Report

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Latest Files


180614 Optical Applications 1Q18 .ppt

1Q18 Optical Applications .ppt. Added in 200G and 400G coherent port market share data structures. Adjusted Packet-OTN Switching and Compact Modular long-term revenue forecasts. Adjusted historical 100/200G port shipments for Cisco and ZTE. Added quarterly level detail to slides as the report is now issued quarterly.

180614 Optical Applications 1Q18 .xls

1Q18 Optical Applications .xls. Added in 200G and 400G coherent port market share data structures. Adjusted Packet-OTN Switching and Compact Modular long-term revenue forecasts. Adjusted historical 100/200G port shipments for Cisco and ZTE.

File Archive


180725 Third Generation Coherent Technology

This Active Insight report examines the history of coherent WDM deployments and examines the catalysts and keys to market success for the third generation of coherent.

180614 Optical Applications 1Q18 .ppt

1Q18 Optical Applications .ppt. Added in 200G and 400G coherent port market share data structures. Adjusted Packet-OTN Switching and Compact Modular long-term revenue forecasts. Adjusted historical 100/200G port shipments for Cisco and ZTE. Added quarterly level detail to slides as the report is now issued quarterly.

180614 Optical Applications 1Q18 .xls

1Q18 Optical Applications .xls. Added in 200G and 400G coherent port market share data structures. Adjusted Packet-OTN Switching and Compact Modular long-term revenue forecasts. Adjusted historical 100/200G port shipments for Cisco and ZTE.

180406 Optical Applications 4Q17 .xls

Initial release of 4Q17 Optical Applications .xls. Adjusted 400G physical port count methodology to count ports speeds independent of reach, except for 400G ZR and direct detect.

180406 Optical Applications 4Q17 .ppt

Initial release of 4Q17 Optical Applications .ppt. Adjusted 400G physical port count methodology to count ports speeds independent of reach, except for 400G ZR and direct detect.

180112 CMII Optical Roadmap 2022 Chinese .pdf

180112 CMII Optical Roadmap 2022 English .pdf

170919 ECOC 2017 Market Focus

"Mapping the Future of Optical Deployments" - Presentation made at ECOC 2017 in Gothenburg Sweden as part of the Market Focus symposium.

170918 Optical Applications 1H17 .xls

Initial release of 1H17 Optical Applications .xls. Initiated forecast of 400G port estimates.

171025 Optical Applications 1H17 .ppt

Initial release of 1H17 Optical Applications .ppt

170719 Optical Applications 2H16 .ppt

Adjusted estimates of Chinese 100G domestic and international demand for Huawei. Updated DCI table with new vendors and photos.

20170620 NGON Presentation 2017

Andrew Schmitt's keynote presentation, entitled Ways to Achieve Network Openness, kicked off the 2017 Next Gen Optical Networking event in Nice, France on June 20th. The presentation highlights Cignal AI's perspective on the various directions network operators can take as they deploy networks in the near term.

170410 Optical Applications 2H16 .ppt

Initial Release

170410 Optical Applications 2H16.xls

Initial release for 2H16. Full CY16 results. Significantly increased DCI Hardware forecast. Adjusted 100G Coherent forecast. All forecasts extended to 2021.

170118 Optical Applications 1H16 .ppt

Initial release.

170118 Optical Applications 1H16.xls

Updated Advanced Switching definition. Corrected description of 100G port market share.

161020 Optical Applications 1H16.xls

Updated 1H16 release with market share and up to date forecasts. Revised 2016 100G ports slightly upward based on feedback from component vendors. Increased mix of 200G ports in 2017.

160919 ECOC2016 Market Focus.pdf

Andrew Schmitt's presentation at the ECOC 2016 Market Focus event on Metro 100G+

160915 Optical Applications 1H16 .xls

Full release with 1H16 market share and up to date forecasts.

160321 OSA Exec Forum OFC2016 .ppt

Andrew Schmitt's presentation at the OSA Executive Forum before OFC 2016

160701 NGON Nice France 2016 .ppt

Andrew Schmitt's keynote presentation at Next Generation Optical Networking held in Nice, France on June 29- July 1 2016.

160712 Optical Applications 1Q16 .xls

Initial Release

Report Information

Summary This report tracks optical equipment spending and port shipments for specific types of equipment designed to meet the needs of a specific application. We collect shipment information and guidance from equipment companies as well as the supply chain each quarter, and estimate each companies shipments in each of the defined categories. Forecasts are based on expected spending and shipment trends for given applications on a regional basis.
Methodology We classify some of the vendor revenue and ports shipped tracked in the Optical Hardware report according to the systems named in our vendor table. Companies may provide public guidance but in some cases we make estimates based on external sources, such as consumption of components from the supply chain.
Market Size and Share Report includes revenue based market size and share for Compact Modular and Advanced Packet-OTN Switching segments, and detailed port based market size and vendor market share for 100G+ shipments.
Deliverables Excel file with complete data set, PowerPoint summary, and Optical Equipment Active Insight, including a detailed summary of market performance for the report period.
Forecast 5 Years with annual market size totals. No market share forecasts.
Historical Start Date 2014
Companies Included Adtran, ADVA, Ciena, Cisco, Coriant, Cyan, ECI, Ekinops, Fiberhome, Huawei, Infinera, NEC, Nokia, NTT Electronics (NEL), Padtec, TE Conn, Transmode, Xtera, ZTE, Inphi, Fujitsu, Juniper Networks, Acacia, Fujitsu
Last Published Report 1Q18: June 15, 2018
Upcoming Publication Dates 2Q18: September 15, 2018
3Q18: December 15, 2018
4Q18: March 15, 2019
1Q19: June 15, 2019

Category Information

100G+ Ports by Company Shipments of 100G+ coherent and non-coherent ports by vendor with quarterly granularity; used to calculate vendor 100G+ market share. Worldwide 100G
200G
400G+
100G+ Ports by Hardware Type Actual and forecasted shipments of physical 100G+ ports by speed and technology type; Classified as 100G, 200G, and 400G+; Includes break outs of both 400G ZR & direct detect. Worldwide Direct Detect (Edge)
400G ZR (Edge)
Coherent 100G
Coherent 200G
Coherent 400G+
100G+ Ports by Reach Actual and forecasted shipments of 100G+ capacity by reach; measured in 100G equivalents to account for 200G and 400G+ coherent port shipments. Classified as Edge (<100km), Metro (<600km), and Long Haul (>600km) Worldwide Edge 100G
Metro 100G
Long Haul 100G
Compact Modular Hardware and common equipment designed specifically for use in open & disaggregated hardware applications; typically a stackable 600mm chassis; includes some hardware sourced from contract manufacturers (whitebox) and component manufacturers sold directly to operators; includes common equipment sold in compact modular format for open line systems. NA, EMEA, CALA, APAC NONE
Packet-OTN Switching Optical hardware configured with a centralized traffic-agnostic switch fabric; may also include layer-2 switching functions; includes distributed switching architectures that can support more than 2 cards; does not include line-card muxponders. NA, EMEA, CALA, APAC NONE

System Information

ADVA Cloudconnect
Teraflex
Ciena 6500 RLS
Waveserver
Cisco NCS1000
Coriant Groove G30
Fujitsu 1Finity (T-Series, L-series)
Huawei OSN 902
Infinera Cloud Xpress 1/2
XT-500/XT-3300
Nokia 1830 PSI
ZTE ZXONE 7000
Ciena 5430
6500
Cisco NCS4000
Coriant 7100
mTera
ECI NPT
Fujitsu CDS
Huawei OSN 9800
Nokia 1830 PSS
ZTE ZXTONE 9700