The effects of COVID-19 simultaneously catalyzed demand for transport equipment and paralyzed supply chains worldwide during the first quarter of 2020.
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.
Sales of Compact Modular platforms slowed during the second quarter of the year despite significant growth from market leader Ciena.
Optical hardware spending grew in every region and for every business segment during 2Q19.
Cloud and colo operator spending on optical communications hardware continued to spur market growth in the first quarter of 2019.
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.
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.
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 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.
Incumbent operator spending in Asia remains strong and now represents 35% of all optical hardware spending worldwide according to the 3Q18 Optical Markets Report.
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Huawei Reports Record Revenue in China During ZTE Shutdown
Ciena and Infinera Continue to Take Share in Cloud Market
Optical Applications Report Provides In-Depth Analysis of Coherent Port Shipments by Speed
Cignal AI Enhances Quarterly Optical Hardware Reports with New Market Tracker Offering Real-Time Visibility into Individual Vendor Results
Compact Modular Optical Hardware Outpaces Projections as Adoption Extends Outside Cloud and Colo Customers
Cignal AI Quarterly Optical Hardware Report Also Reveals Lower-than-Anticipated North American Sales
Quarterly Shipments of Coherent 100G+ Ports Exceed 100,000 Units for the First Time
Optical Customer Market Report Finds Ciena and Cisco Outperforming Peers in Cloud & Colo Market
Optical Applications Report Reveals Market Share for Coherent 100G Shipments and Rapid Growth in Compact Modular equipment for Second Half of 2017
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Ciena and Nokia Lead in Cloud and Colo Market Share
Half of Worldwide Metro Deployments Expected to be 200G in 2017, Fueled by Cloud/Colo Providers and Increased Interest in DCI by Incumbents
Chinese spending jumped 19% in 2016 and should surprise skeptics in 2017
High capacity data center interconnect platforms and speeds beyond 100G are a major catalyst
100G technology makes China the largest global market for optical equipment for the first time