ADVA

Learn How Network Operators Will Build and Deploy Coherent Technology In Access Networks

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

North American Cloud operators were again the growth engine for optical and packet transport sales

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.

Coherent bandwidth growth returns to historical levels & ROADM coverage initiated.

First-quarter 2022 worldwide optical hardware spending increased 2.5% YoY, while packet gained 2%. North America led growth in both categories.

First-quarter 2022 North American optical and packet sales continue to rebound despite supply-chain constraints. Excluding NA, both hardware categories declined in 1Q22.

Record company revenue. North America rebounds. Price hikes will take effect in second half ’22

400ZRx Pluggable shipments surge while lower cloud spending holds back Compact Modular in North America.

Fourth-quarter 2021 worldwide optical hardware spending increased 3.5% YoY. Declines centered in APAC for the second consecutive quarter, while all other regions grew YoY.

Cloud operator and traditional telco spending leads rebound in North America

Compact Modular equipment sales continued to surge while Chinese coherent port shipments stalled.

Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.

Compact modular sales again outperformed the overall optical hardware market while Packet-OTN sales declined. 400ZR is shipping but is supply limited.

Optical spending by North American Traditional Telco carriers declined YoY; Cloud & Colo optical spending worldwide slowed as NA spending stalled.

Mentioned: ADTRAN and ADVA have announced a merger

First-quarter 2021 worldwide optical hardware spending was down slightly YoY, Chinese optical hardware spending was down significantly.

Record Q2 profitability – Sales hit by 10% due to supply chain issues – EMEA continues to rebound