Coriant

First quarter optical spending was down compared to the Covid-impacted 1Q20. Packet transport sales, which suffered a year ago from operational issues, increased sharply.

North American optical and packet transport spending plummeted in North America as Tier 1s concentrated COVID-related capex in the first half of the year.

Third quarter results were better than forecast, especially in EMEA where both optical and packet hardware spending increased. North America spending declined while China spending was flat and Japan spending growth continued unabated.

Second quarter results were mixed. Forecasted growth in Q2 from sales pushed out of Q1 did not materialize as anticipated and carriers indicated that annual CapEx will not be increased – suggesting a flat to down second half of the year.

Our 3Q18 report showed coherent optical port pricing dropping at 26% per year. This report examines the stability of that trend over the last 12 months as new coherent systems entered the market.

Vendors generally claimed a 5-10% reduction in sales due to COVID-19 operational issues this quarter. While demand increased, the inability to get parts, manufacture equipment, and deliver to end customers reduced sales in all areas.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2024.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

The Cignal AI 3rd quarter 2019 (3Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

The Cignal AI 2nd quarter 2019 (2Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.

Cignal AI’s 1Q19 Optical Hardware Applications Report has been issued.

Cignal AI presents the results from the 1Q19 Optical Hardware Report.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

The Cignal AI 1st quarter 2019 (1Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.

Cignal AI presents the results from the 4Q18 Optical Customer Markets Report.

Cignal AI presents the results from the 4Q18 Optical Applications Report.

Cignal AI’s 4Q18 Optical Hardware Applications Report has been issued.

Cignal AI presents the results from the 4Q18 Optical Hardware Report.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.