In our final OFC 2017 report we discuss new product announcements on purpose-built datacenter hardware and components, and share our thoughts on market developments.
- Evolution of the compact DCI market, including recently published 4Q16 market share and adoption by new customers
- New products and solutions, investigating announcements by Nokia, Fujitsu, and Juniper
- Direct detect – one year later, the appearance of Ranovus, and network operator of the technology’s long term prospects
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Ranovus announces a new direct detect solution in CFP2 DCO format, joining InPhi in offering solutions to the DCI marketplace.
“The performance, cost and power requirements of DCI make it the most demanding DWDM application. These requirements force customers to seek leading edge technology and Direct Detect technology is well suited to compete against coherent options for shorter reaches,” said Andrew Schmitt, founder and lead analyst at Cignal AI. “It is great to see the industry pushing forward with competitive solutions that can address high volume metro DCI applications.”
On February 27th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2016 (4Q16). This second report, issued on March 9th, extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
Subscribers to the Optical Hardware Report are able to download an excel file with actual results through 4Q16 along with detailed, up-to-date forecasts. A compilation of our latest analysis is also available in both web format as well as .pdf.
There were some minor changes to our forecast during 4Q16:
- Updated LH v Metro WDM mix in Japan to adjust for 100G rollout
- Adjusted SLTE forecast to moderate declines in later years
- Slight changes to EMEA and NA for 2017 based on CY16 results.
A detailed discussion of our near and long term forecasts follows.
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Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated. An extended Q&A session followed Andrew’s presentation, and topics of interest included:
- China 100G port volume trends for 2H16 and 2017
- Huawei’s upcoming 100G technology decisions and supplier purchasing shifts
- CFP2-ACO shipments and the component & equipment supply chain for this product
- Coherent DSP R&D developments and supplier updates
- Updates on direct-detect 100G and PAM-4 development
- Observations on Infinera, Ciena, Acacia, Inphi, and Clariphy and discussion of potential M&A activity
Following is a summary of the key takeaways, as well as a full transcript of the discussion. Cignal AI clients can also listen to an audio replay.
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