3Q18 Optical Hardware Tracker

The Cignal AI 3rd quarter 2018 (3Q18) Optical Hardware market share tracker is now active. The tracker allows clients to download a real-time view of company results as they are released. Updates are made continuously and are reflected in the tracking table below.

Subscribers to the Optical Hardware report can download an Excel file with actual results reported-to-date through 3Q18. This Excel file contains reported vendor data for 3Q18 and the forecast from the 2Q18 report. A final report with all vendors and updated forecasts will be published by November 21st, 2018.

Report Details Excel

 

Adtran
ADVA
Ciena
Ekinops
Fujitsu
Huawei
Infinera
Juniper
Padtec
TE Conn
Tejas
Xtera
ZTE
Coriant
ECI
Fiberhome
Nokia
Cisco
Mitsubishi
NEC

Requires Optical Hardware subscription

2018 SCTE Cable-Tec Expo: Key Optical Topics

The SCTE Cable-Tec Expo is the premiere technical trade show for North American Cable MSOs and has historically been oriented towards software (encoding, menu providers), analog hardware, outside plant, and HFC-specific equipment. Some optical companies have usually attended the show, as the MSO optical core is similar to any other metro DWDM core, but this year a greater number of prominent companies joined in. Vendors with optical equipment in their booths included Ciena, Infinera, Fujitsu Network Communications, Nokia, and ADVA, while switch/router companies such as Cisco, Juniper, and Arista were all talking about optics as part of their pitch. Even optical component companies like Finisar, Sumitomo, Menara, and Qorvo had spots on the show floor, and many of the optical booth technology experts noted that this was their first Cable-Tec expo.

Cignal AI’s 2Q18 Optical Customer Markets Report (press release) indicated that the MSO market for optical equipment in North America continues to be strong, with over 20% year-over-year spending increase. The market’s upswing is further reinforced by the burgeoning interest optical equipment and component companies had in participating in the show.

The SCTE Cable-Tec Expo highlighted the following factors driving the optical MSO market:

  • Fiber Deep
  • Native Optics
  • 5G
  • Virtualization
PDF

Requires Optical Active Insight subscription

2Q18 Optical Customer Markets Report

Cignal AI has issued the 2Q18 Optical Customer Markets Report. Updates include:

  • Added 2Q18 optical sales for the five tracked customer verticals, allowing clients to see total purchases of optical equipment by customer market.
  • Updated 2Q18 market share for vendor sales to cloud and colo operators which benchmarks the magnitude of business each company does these operators.
  • Added tables and chart of rolling 4 quarter market share of cloud and colo to better highlight longer-term vendor strengths in this sector.

The Optical Customer Markets Report examines the following:

  • Optical shipments to five end customer types across four global regions
  • Tracks shipments to Incumbent, Wholesale, Cloud & Colo, Cable MSO & Broadband, Enterprise & Government customers
  • Detailed vendor market share for equipment sales to Cloud and Colo customers
  • Forecasts by region and customer type

Significant statistics reported this quarter include:

  • Record cloud and colo spending reported in 2Q; now a significant share of spending in North America
  • Incumbent spending in China is equal to all other incumbent spending worldwide combined
  • Cable MSO spending in North America continues to be strong

Subscribers can download the latest Excel and PowerPoint files.

Report Details Excel PowerPoint

Requires Optical Customer Markets subscription

Third Generation Coherent Technology (Presentation)

Andrew Schmitt gave a presentation during ECOC 2018 entitled “Third Generation Coherent Technology.

The presentation was based on the Active Insight written report published in July and was a presentation made to invited members of the OSA/OIDA during ECOC.

The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. This presentation summarizes the history of the coherent market and outlines the technology’s expected evolution over the next 4 years.

Powerpoint (.ppt)

 

Clients can view a recorded version of the presentation with Andrew’s commentary and may use the comments for discussion and questions.
Requires Optical Active Insight subscription

2Q18 Optical Applications Report

Cignal AI’s 2Q18 Optical Hardware Applications Report has been issued.

The new report has significant updates and enhancements:

  • Implemented rolling 12-month average data, allowing clients to see better see long-term market share and trends absent of seasonality effects.
  • Added 2Q18 market share results for Compact Modular and Advanced Packet-OTN Switching equipment hardware as well as 2Q18 100G+ port shipments.
  • Adjusted 100G+ port forecasts for 2018.

Current Optical Applications Report subscribers can download updated Excel and PowerPoint files.

Report Details Excel PowerPoint

 

Further detail on the changes and updates to Cignal AI’s Optical Applications Report are below:

Requires Optical Hardware Applications subscription

2Q18 Optical Hardware Report

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2022. It is released once results for the current quarter (2Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.

Subscribers to the Optical Hardware Report can download an excel file with actual results through 2Q18 along with detailed, up-to-date forecasts. A complete .pdf document of this report is also available.

Excel PDF Detailed analysis of the market and its participants during 2Q18 follows.

Requires Optical Hardware subscription

2Q18 Optical Hardware Tracker

The Cignal AI 2nd quarter 2018 (2Q18) Optical Hardware market share tracker is now complete. This tracker allows clients to download a real-time view of industry results as companies report. Updates are made continuously and are reflected in the tracking table below.

Subscribers to the Optical Hardware report can download an excel file with actual results reported-to-date through 2Q18. This Excel file contains reported vendor data for 2Q18 and the previous forecast made during 1Q17. A complete report with all vendors and updated forecasts will be published by August 25th, 2018.

Report Details Excel

 

Adtran
ADVA
Ciena
Cisco
Coriant
ECI
Ekinops
Fujitsu
Huawei
Infinera
Mitsubishi
NEC
Nokia
Padtec
TE Conn
Xtera
ZTE
Fiberhome
Juniper

Requires Optical Hardware subscription

Third Generation Coherent Technology

The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. It’s time to take a step back and sort out where things are, what worked, who benefitted, and what happens next.

In this Active Insight report, Cignal AI outlines several generations of coherent WDM deployments and examines the catalysts and keys to market success for the third generation of coherent.

Summary

  • Third generation coherent has arrived and will account for almost all global coherent market growth starting in 2019.
  • Maximum speed alone is not a sufficient benchmark for success in the coherent market. Baud rate and system features better differentiate coherent generations as multi-haul technology becomes a reality.
  • Historically, vertically integrated companies that design and engineer the coherent link end-to-end have been first to market and capture most of the worldwide market share.
  • 4th gen coherent is only two years away and will address the massive metro-edge market. The introduction of 400ZR and lower speed derivatives will squeeze out 10Gb/s WDM deployments.
  • The transition to 5th gen coherent places greater importance on system-level engineering as the Shannon limit is reached and opportunities for improvement in the coherent DSP diminish.

Download PDF of This Article

PDF  
Requires Optical Active Insight subscription

1Q18 Optical Applications Report

Cignal AI’s 1Q18 Optical Hardware Applications Report has been issued. Its arrival marks the first quarterly release of this report, which will now be standard practice; previously the report was published every six months.

The new report has significant updates and enhancements:

  • Added 200G and 400G+ vendor market share, allowing clients to see total port shipments by vendor along with details by port speed.
  • Added 1Q18 market share results for Compact Modular and Advanced Packet-OTN Switching equipment hardware as well as 1Q18 100G+ port shipments.
  • Adjusted Compact Modular and Packet-OTN forecasts. There have been some shifts in how both of these markets will develop.

The 1Q18 Optical Applications Report examines the following:

  • Compact Modular hardware market share and forecasts
  • 100G, 200G, 400G coherent port shipments & vendor market share
  • 100G, 200G, and 400G+ coherent, 400G ZR and direct detect port forecasts
  • Advanced Packet-OTN Switching market share and forecasts

Current Optical Applications Report subscribers can download updated Excel and PowerPoint files.

Report Details Excel PowerPoint

 

Further detail on the changes and updates to Cignal AI’s Optical Applications Report are below:

Requires Optical Hardware Applications subscription

1Q18 Optical Hardware Report

This report finalizes our full optical equipment market share analysis and has updated forecasts for the industry through 2022. It is released once results for the current quarter (1Q18) are complete, as tabulated in our Optical Hardware Tracker.

Subscribers to the Optical Hardware Report can download an excel file with actual results through 1Q18 along with detailed, up-to-date forecasts. A complete .pdf document of this report is also available.

 

Detailed analysis of the market and its participants during 1Q18 follows.

Requires Optical Hardware subscription

1Q18 Optical Hardware Tracker

The Cignal AI 1st quarter 2018 (1Q18) Optical Hardware market share tracker is active. This tracker allows clients to download a real-time view of industry results as companies report results. Updates are made continuously and are reflected in the tracking table below.

Results for the quarter are complete.
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Impact of US Technology Ban on ZTE

On April 16, the United States Department of Commerce announced that ZTE would no longer be allowed to import American technology products. This order represents a reinstatement of a previous order first issued in March 2016 and creates many issues for ZTE, its customers, and suppliers.

While there is no shortage of media coverage of the ban, Cignal AI aims to provide you with unique insight. We have assembled our observations and conclusions on this remarkable event, and we share answers to some common questions we’ve received as it has transpired.

Requires Optical Active Insight subscription

OFC 2018 – Coherent Technology

Trends in coherent technology generated enthusiasm among the participants at OFC 2018, and 400G ZR applications were of particular interest. Nokia and Infinera outlined next-generation coherent roadmaps, and Acacia and NTT Electronics showcased silicon fresh back from the fab. Many component companies announced smaller, lower cost devices to enable new WDM applications. In this report, Cignal AI examines OFC 2018’s coherent technology announcements and their implications.

 

Requires Optical Active Insight subscription

Nokia PSE-3 Coherent Chipset

On March 6, 2018, Nokia announced its fourth generation coherent optical technology, the PSE-3, which continues the company’s strategy of developing coherent DSP processors in-house. Nokia is betting that these chips will differentiate the performance, price, and availability of its optical hardware products.

This Cignal AI report explores what makes the new PSE-3s different from off-the-shelf solutions and examines the question of whether or not vertical integration still makes sense in this market.

Continue Reading

Nokia PSE-3 Coherent Chipset

On March 6, 2018, Nokia announced its fourth generation coherent optical technology, the PSE-3, which continues the company’s strategy of developing coherent DSP processors in-house. Nokia is betting that these chips will differentiate the performance, price, and availability of its optical hardware products.

This Cignal AI report explores what makes the new PSE-3s different from off-the-shelf solutions and examines the question of whether or not vertical integration still makes sense in this market.

Get this Article for Free

 

Requires Optical Active Insight subscription

4Q17 Optical Hardware Forecast

On February 14th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2017 (4Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2022.

Subscribers to the Optical Hardware Report are able to download an excel file with actual results through 4Q17 along with detailed, up-to-date forecasts. A complete compilation of our 4Q17 market share and forecast analysis is available in both web format as well as .pdf format.

 

We extended our forecasts for revenue and ports to 2022, and made minor adjustments to our worldwide 2019 and longer-term forecasts; a detailed discussion follows.

Requires Optical Hardware subscription