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Research Type - Insights Research by Market - Mobile & Telecom Analyst - Brandt Fifer Analyst - Heidi AdamsBy Attribute
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Solving the DAA Capacity Crunch with Packet Optical TransportOctober 16, 2018Broadband services are the revenue growth engine for cable operators worldwide. In a highly competitive environment where subscriber retention and growth is absolutely critical, cable operators must continue to invest in their access infrastructure to increase speeds and improve the efficiency of their services. Moving forward, DOCSIS 3.1 and Full Duplex DOCSIS 3.1 (FDX) provide an evolution path to deliver 1G and higher services to the home by leveraging existing coax access infrastructure. The introduction of virtualization in the cable headend, fiber deep initiatives, and distributed access architectures (DAA) are all tools for cable operators to improve the capabilities and economics of delivering these new broadband services.Subscribers Only
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ECOC 2018 highlightsOctober 04, 2018The European Conference of Optical Components (ECOC) continues to be an annual highlight where optical component suppliers, systems vendors, and the academic community to converge for a technical conference and exhibition. Over 6,500 attendees and 330 exhibitors participated at this year’s event in Rome. Clients, please log in to view the full content.Subscribers Only
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Optical equipment market continued to struggle in Q2 2018August 28, 2018In the second quarter of 2018 (Q2 2018), global optical network hardware revenue totaled $3.5 billion, decreasing 7 percent on a year-over-year basis.
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Industry consolidation continues: Infinera to acquire CoriantJuly 30, 2018On 23 July 2018, Infinera announced its intent to acquire networking solutions vendor Coriant for $430M in cash and stock. In an increasingly competitive market with escalating R&D costs, scale is a viable strategic path forward for sustaining the investment levels required to deliver differentiated and compelling products and solutions. With the acquisition, Infinera gains significant scale, almost doubling in size in revenue, R&D, investment, and employees. Coriant also brings a needed element of “secret sauce” to Infinera—its expertise in IP routing and multi-layer SDN control and orchestration—which will be important moving forward for addressing applications including metro transport for cable/MSO fiber deep and distributed access architectures (DAA), 5G mobile transport, and data center interconnect (DCI). The combined companies also stand to benefit from stronger purchasing power, economies of scale, and consolidation of common functions. Infinera expects the transaction to close in Q3 2018. Clients, please log in to view the full content.Subscribers Only
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Optical equipment market off to slow start in 2018May 31, 2018Global optical network hardware revenue totaled $3.1 billion in the first quarter of 2018 (Q1 2018), declining 25 percent sequentially and remaining flat on a year-over-year basis.
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Huawei Analyst Summit 2018: Carrier networks at a crossroadsMay 02, 2018The 2018 Huawei Global Analyst Summit was, as usual, a large, lavish, and information-packed affair. From executive-level insights into the overall direction of the business to more in-depth and detailed insights on Huawei technology across a wide range of areas, this year’s event provided a good overall view of the state of the telecommunications industry with a primary focus on business in China and Asia. A key takeaway is that the carrier networks business is at a crossroads—and it is not clear at this stage whether 5G will be able to come to the rescue. The consumer and enterprise segments, supplemented by a new business addressing public cloud services, anchored growth for the company in 2017. Clients, please log in to view the full content.Subscribers Only
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OFC 2018 highlights: Optical DCI leapfrog contest continuesMarch 29, 2018The market for compact optical data center interconnect (DCI) platforms is the fastest growing segment of the optical equipment market. In our 27 March 2018 DCI, Packet-Optical, and OTN Equipment Market Tracker, the compact DCI transport equipment segment brought in $483M in revenue in 2017, up 205% YoY. Moving forward, IHS Markit predicts this segment will continue to grow at a 5-year CAGR of +27%. Clients, please log in to view the full content.Subscribers Only
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Optical DCI market grew 26 percent, reaching $2.6 billion in 2017March 29, 2018Year-over-year optical data center interconnect (DCI) hardware revenue grew by 26 percent globally, reaching $2.6 billion in 2017.
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Operator Survey: Smart central offices to be in 85 percent of service provider networks this yearJanuary 25, 2018In 2018, 85 percent of operator respondents plan to create, or will have already deployed, smart central offices — that is, installing servers, storage and switching to create mini data centers in selected central offices. These mini data centers are used to offer cloud services, and as the network functions virtualization (NFV) infrastructure on which to run virtualized network functions (VNFs) such as vRouter, firewall, CG-NAT and IP/MPLS VPNs.
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Service providers diverge on optical disaggregationJanuary 22, 2018In a December 2017 IHS Markit survey of service providers using optical transmission and switching equipment, 47 percent of respondents indicated interest in the use of disaggregated optical equipment in their networks, up from 33 percent in 2016.
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China sets its sights on the optical components marketJanuary 18, 2018In January 2018, China’s Ministry of Industry and Information Technology (MIIT) released its Optoelectronic Devices Industry Technology Roadmap, a five-year plan to improve China’s capabilities in the optoelectronics industry. Although the plan spans a wide range of fundamental technologies in the optical domain, there is a strong focus on optical communications devices, which will have a significant impact on the global optical components industry supporting optical transport and networking. Clients, please log in to view the full content.Subscribers Only
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Juniper makes waves with new open line systems portfolioNovember 20, 2017Juniper jumped into the open optical line systems market with the introduction of the Juniper Programmable Photonic Layer and the proNX Optical Director. When combined with Juniper’s routing and switching portfolio and the optical transponder products and technology acquired through its 2016 BTI acquisition, the new products allow Juniper to deliver end-to-end packet optical solutions for its data center and routing customers and prospects in the cloud, enterprise, and service provider markets. Clients, please log in to view the full content.Subscribers Only
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Optical network hardware market cools off in Q3 2017November 15, 2017The worldwide optical equipment market declined 15 percent sequentially and 3 percent year over year in Q3 2017 as soft growth in the Asia Pacific region was not sufficient to offset the declines in EMEA, North America and Latin America.
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ECOC 2017 highlights: telecom optics and components in focusOctober 05, 2017The European Conference of Optical Components (ECOC) continues to be an annual highlight for optical component suppliers and the academic community to converge for a technical conference and exhibition. Approximately 5,900 people and 325 exhibitors were in attendance at this year’s event in Gothenburg, Sweden. Clients, please log in to view the full content.Subscribers Only
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Ciena: WaveLogic and automation anchor growth strategyOctober 03, 2017What is the path forward for a North American optical networking company that is determined to be a specialist in a market where the dominant players are now based in China and offer extensive end-to-end solutions portfolios? In Ciena’s case, the plan is pragmatic: continue to innovate, strive to be best in breed, expand only into natural adjacent segments, and be prepared to adapt to emerging consumption models as the market evolves. These were the key messages that came across in a recent Ciena industry analyst event held at their headquarters in Hanover, Maryland. Clients, please log in to view the full content.Subscribers Only
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Open optical networks: what, why and next stepsAugust 10, 2017The pressure is on for the industry to deliver more open and interoperable optical networks. Projects including the Open ROADM Multi-Source Agreement, the Telecom Infra Project’s Open Optical Packet Transport Group, the Open Networking Foundation (ONF) and Optical Interworking Forum (OIF) are exploring the way forward. However, the question remains whether network operators are ready and willing to trade off performance for openness and interoperability.
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Nokia Pursues Web Scale with Next Gen Routing SiliconJune 20, 2017Moving contrary to current popular belief—that the future evolution of networking is fully open and software defined—Nokia comes to market with an unapologetically hardware-oriented launch of its newest generation of routing silicon and purpose-built high-performance routers. With this announcement, Nokia signals its ongoing commitment to developing high-performance routing and switching hardware for its traditional base of service provider customers while also putting an increased focus on the web-scale Internet Content Providers (ICPs). Clients, please log in to read the full content.Subscribers Only
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Ciena Makes Bold Move with Launch of WaveLogic Ai into the Open MarketApril 03, 2017On 20 March 2017, Ciena announced plans to make its WaveLogic Ai optical DSP technology more broadly available in the market. Ciena will not be going it alone: they have lined up optical component vendors Oclaro, Lumentum, and NeoPhotonics to package, manufacture, and act as the go-to-market channel for WaveLogic Ai. This is a gutsy strategic move that has the potential to open up new revenue streams for Ciena, but it also brings the risk of diluting their focus and competitive differentiation in the market. Regardless of the outcome, this is a significant event for the optical networking ecosystem and was a hot topic for discussion at the recent OFC conference in Los Angeles. Please log in to read the complete insight.Subscribers Only
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RESEARCH NOTE - Optical DCI Market is Red HotMarch 20, 2017Following is information and insight from IHS Markit about our H1 2017 DCI, OTN and Packet-Optical Hardware Biannual Market Tracker, which contains data and analysis for the half-year ended December 31, 2016.
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MWC 2017: Key Takeaways for Transport NetworksMarch 10, 2017Mobile World Congress (MWC) remains the undisputed premier global event for the mobile communications industry. 108,000 people from 208 countries attended, representing all aspects of the overall ecosystem including equipment and device vendors, software/apps vendors, service providers, and a large contingent of the press and analyst community. At the end of the day, what makes MWC a powerhouse event is not the quantity of attendees but rather the quality. This is the one event where top executives from all companies from around the world participate. If you really want to know where the industry is heading, this is the place to be. Please log in to read the complete insight.Subscribers Only
