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.
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.
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.
Cloud & Colo optical spending growth cooled in the 4th quarter but still led growth for the year with Ciena as market share leader. North American Incumbent and Cable/MSO optical spending came back strong in the 4th quarter.
Compact Modular sales growth slowed in North America in the 4th quarter, but sales growth outside of NA was exceptionally strong and total worldwide sales grew nearly 50% year-over-year.
Cloud & Colo led growth in North America, up 45% this quarter. Ciena increased its market share to over 50% in 3Q19.
200G coherent shipments from China exceeded forecasts, worldwide shipments of 100G coherent ports will now decline until lower-cost alternatives emerge.
In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.
Hosted in Dublin this year, ECOC 2019 offered three days of interaction with primarily component companies. Equipment and service provider attendance was minimal, although a handful did make the trip to the component-centric show.
Incumbent spending grew in every region, Cloud & Colo spending growth slowed, and Cable & MSO sales declined.
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.
Over a quarter of North American compact modular sales were for long haul deployments as applications continue to expand.
Acacia is a transformational acquisition that can vault Cisco into a market leadership position as the world transitions to disaggregated network design and pluggable, interoperable coherent optics.
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.