Report Overview:
Analyzes rapidly changing transport market segments that address specific functions or customer applications.
- Revenue-based market share for Compact Modular and Packet-OTN Equipment including forecast by region for all application categories
- Tracks total shipments of line systems by ROADM size and amplifier band
- Details 100G+ coherent and non-coherent WDM port shipments by speed and generation and includes equipment vendor market share
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Report Information
| Report Information | |||
| Summary | This report tracks transport hardware shipments and market share for equipment dedicated to specific, rapidly changing applications. We collect shipment information and guidance directly from equipment companies as well as the supply chain each quarter, and if necessary estimate each company's 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, line cards, and ports tracked in the Transport 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 quarterly revenue based market size and share for Compact Modular and Advanced Packet-OTN Switching segments, and detailed port based market size and for 100G+ WDM port shipments and optical line systems. Coherent port market share for equipment suppliers is also included. | ||
| Deliverables | Excel file with complete data set, PowerPoint summary, and Active Insight. Includes 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 | Adtran, ADVA, Ciena, Cisco, Ekinops, Fiberhome, Fujitsu, Fujitsu NC, Huawei, Infinera, NEC, Neophotonics, Nokia, Padtec, Ribbon Communications, Xtera, ZTE | ||
| Last Published Report | September 12, 2023 | ||
| Upcoming Publication Dates | December 19, 2023 March 31, 2024 June 15, 2024 September 15, 2024 |
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Category Information
| Name | Description | Regions |
| 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 |
| 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 |
| Optical Line Systems | Total market shipments of ROADM subsystem line cards each representing one degree of line system connection; total shipments classified by Small (support for 9 ports or fewer), Large (greater than 9 ports), and OXC (ROADM with optical backplane interconnection); shipments also classified by ROADM Spectrum (4.8THz C-Band, 4.8THz L-Band, 6THz C-Band, 6THz L-Band) | Worldwide |
| 100G+ Ports by Hardware Type | OEM market share and forecasted shipments of physical 100G+ WDM ports by speed and technology type. Classified as fixed 100G, 200G, 400G+, and 800G+ modules and pluggable 400ZRx (ZR/ZR+), 100ZR, & direct detect modules. | Worldwide |
| 100G+ Ports by Reach | Actual and forecasted shipments of 100G+ capacity by network segment, measured in 100G equivalents to account for 200G, 400G+, and 800G+ coherent port shipments. Classified as Edge (<100km), Metro (<600km), and Long Haul (>600km) | Worldwide |
System Information
| Compact Modular | |||
| ADVA | Cloudconnect, Teraflex | ||
| Ciena | Waveserver, 6500 RLS | ||
| Cisco | NCS 1000 | ||
| Fujitsu NC | 1Finity | ||
| Huawei | OSN 902 | ||
| Infinera | Cloud Xpress 1 & 2, XT-500/XT-3300, GX Series | ||
| Nokia | 1830 PSI | ||
| ZTE | ZXONE 7000 | ||
| Packet-OTN Switching | |||
| Ciena | 6500, 5430 | ||
| Cisco | NCS 4000 | ||
| Fujitsu NC | CDS | ||
| Huawei | OSN 9800 | ||
| Infinera | 7100, mTera | ||
| Nokia | 1830 PSS | ||
| ZTE | ZXONE 9700 | ||
| Optical Line Systems | |||
| Ciena | 6500, 6500RLS | ||
| Cisco | NCS 2000 | ||
| Infinera | Flex ILS, GX Series | ||
| Nokia | 1830 PSS, 1830 PSI-L, 1830-PSI-CL | ||
Latest Presentation
Latest Reports
2Q23 Transport Applications Report
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Coherent Forecast Updates – Adding 800ZR and 1.2Tbps Ports
Cignal AI has updated forecasts for coherent ports in the Transport Applications... (Read more)
ROADM Deployments by Size and Technology
The Transport Application Report now includes ROADM & line system deployment... (Read more)
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Contains interim updates and company releases made since latest report publication.
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230927-Cignal-TRNEQ-AP-2Q23-Transport-Applications.pptx
230912-Cignal-TRNEQ-AP-2Q23-Transport-Applications.xlsx
230912-Cignal-TRNEQ-AP-2Q23-Transport-Applications.pdf
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