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Research Type - Insights Research by Market - Mobile & Telecom Category - Voice & Data Networks Service - Optical Networks Intelligence ServiceBy Attribute
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Will 400G ZR transceivers disrupt the coherent optics market?February 13, 2019Recent research from IHS Markit indicates that data center interconnections are the fastest growing segment for coherent transceivers. Currently, metro and long-haul DWDM equipment is used to connect data centers around the world, but metro and long-haul DWDM solutions are overkill to interconnect data centers in campus and urban metro areas. Metro-access DCI are point-to-point connections with fiber reach between 40 and 120 km, making it possible to use unamplified links at least to 100 km, well beyond the capabilities of direct detect datacom transceivers. Coherent telecom transceivers can be used, but they have higher performance than required, are more complex, and are generally offered at a higher price point. They also use proprietary SD-FEC modes that are not interoperable. In response to this, the Optical Interconnect Forum (OIF) has developed the 400G ZR MSA to define specifications for 400GbE transceivers optimized for 80–100 km unamplified links using a grey channel in the center of C band. There is also strong interest from telecom and cable service providers for a DWDM version of the 400G ZR, so the OIF developed a colored version of the 400G ZR specification.Subscribers Only
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Cisco doubles down on silicon photonicsDecember 21, 2018On 18 December 2018, Cisco announced plans to acquire Luxtera Incorporated, a privately-held semiconductor company focused on silicon photonics (SiP) based solutions, for $660M in cash and equity. The acquisition is expected to close in the second quarter of CY19. Luxtera develops and manufactures silicon photonics–based optical transceivers primarily for interconnecting servers, routers, and switches in hyperscale and enterprise data centers. Clients, please log in to view the full content.Subscribers Only
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II-VI announces plans to acquire FinisarNovember 14, 2018On 9 November 2018, II-VI Incorporated announced plans to acquire Finisar in a cash and stock deal with an equity value of $3.2 billion; the acquisition is expected to close in the middle of 2019. The combined company will generate approximately $2.5 billion in annual revenue. The markets for photonic products are diverse and increasingly competitive, and product R&D and fabrication facilities for compound semiconductors are very expensive. Consolidation to achieve scale is a viable strategy to maintain the level of investment required to develop differentiated products serving fast-growing, diverse markets. With the Finisar acquisition, II-VI nearly doubles in size in terms of revenue, R&D investment, and employees. Clients, please log in to view the full content.Subscribers Only
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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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OFC 2018: 400GbE data center optics arriveMarch 28, 2018One of the biggest themes at OFC 2018 was the volume of announcements around all aspects of the 400GbE client optics/transceivers ecosystem. The initial customers for 400GbE will be web-scale Internet content providers for data center applications. With the ratification of the 400GbE specification in December 2017, and with significant progress made toward addressing major technical challenges, the market is starting to kick into high gear. Clients, please log in to view the full content.Subscribers Only
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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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ZTE mobile business drives toward 5G with SDN-NFVDecember 12, 2017Global telecom and IT vendor ZTE Corporation hosted its 2017 Wireless & Services User Congress from October 19 to 20 in Brussels, bringing together more than 100 European operators, several of whom spoke about their 4G and pre-5G mobile projects with ZTE. The event focused on how ZTE is driving commercial deployments of software defined networking (SDN), network functions virtualization (NFV), 4G, and, soon, 5G—highlighting the company's mobile hardware and software, service products, and customers. 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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Jio’s New Network: 100 Million Subscribers in 170 DaysSeptember 06, 2017Network traffic is exploding in India, and operators are scrambling to ensure their network capacities are ready for this onslaught. Two significant offerings with unlimited mobile data are particularly responsible for increased mobile broadband usage across India: Google’s WiFi in railroad stations and Reliance Jio’s new network. This Analyst Insight focuses on Jio. Clients, please log in to view the full content.Subscribers Only
