European operators resumed purchases of optical and packet transport hardware in 3Q20 as COVID-related supply chain and operational delays eased.
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.
Delayed order fulfillment due to COVID supply chain impact earlier this year didn’t materialize as expected.
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.
Infinera + Coriant Challenge Ciena for Compact Modular Market Leadership
Optical Hardware Report Shows 8th Consecutive Quarter of Spending Declines in North America Despite Strength of Cloud and Colo Market
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
Addition Will Expand Coverage of New Applications for Optical Hardware and Custom Research Capabilities
Cignal AI Raises CY18 200G and 400G Coherent Forecasts
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
Quarterly Optical Hardware Report Details Record Shipments of 100G Coherent Ports and North American Market Share Growth for Ciena and Cisco
Cloud and Colo Providers and Chinese Incumbents Drive Growth in Optical Equipment Sales, According to Cignal AI
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