Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.
Compact modular sales grew much faster than the optical market overall, with significant growth in APAC this quarter. 400ZR and ZR+ modules began sampling with several hundred modules shipped for evaluation.
North America transport hardware spending growth shifted dramatically this quarter from Cloud & Colo operators to Incumbents. APAC Cloud & Colo optical sales grew again.
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.
Infinera’s optical and packet sales grew in Q3 and the company set expectations for continued growth in Q4, running counter to earlier industry forecasts of a slowdown in the second half.
Explore a New Era of open Transport Networking. Hear Infinera & Telefonica’s Perspective on defining and delivering open optical networking.
The diverse requirements of 5G require both the radios and the network supporting the radios to be updated. This report covers advances in 5G packet fronthaul and includes an overview of existing vendor solutions.
Cloud & Colo optical spending in North America cooled while spending in APAC was unexpectedly strong this quarter.
This report includes our initial forecasts of the 100ZR and 400ZR+ markets.. Compact Modular sales grew much faster than the overall market this quarter as disaggregation continues to gain traction in networks outside of Cloud & Colo.
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.
Despite ongoing operational issues due to COVID, increasing operator demand drove Infinera’s optical sales this quarter, and the company expects an even stronger second half.
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.
Packet-OTN sales doubled in NA as carriers responded to COVID-19, and shipments of 400Gbps+ ports doubled YoY as Chinese equipment companies entered production.
North American Incumbent optical spending was up almost 50% YoY while Wholesale, Cable/MSO, and Cloud spending all declined this quarter.
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.
Overview and analysis of Nokia’s fifth generation of coherent DSPs, the PSE-Vs, and PSE-Vc.
On the Q1 earnings call, Infinera CEO Tom Fallon emphasized that margins were “compressed” by the inability to ship higher-margin new technology to offset of the lower-margin 200Gbps optics.
Acacia’s results are a bellwether to the industry. This report looks at the most recent results for the company and examines them in the context of historical trends.
Infinera announced new versions of the Groove chassis to support 5th generation coherent ICE6 optics and provide feature enhancements to better address applications outside of cloud and colo operators.
Major optical transport equipment vendors did not present at OFC in March due to COVID-19 concerns, but that did not stop announcements of products and online updates to customers and analysts.