INDUSTRY NEWS
Optical transport revenue growth exceeds expectations
Multiservice Multiplexer revenue. It adds that the largest global WDM suppliers in the trailing four quarter period were Huawei, Ciena, Nokia, ZTE, Infinera, and FibreHome. Among these vendors, Nokia and FibreHome gained the most market share compared to the previous year period. FibreHome’s optical revenue grew at the highest rate among the vendors at over 30% year- over-year. “It was another great quarter for optical system vendors,” said Jimmy
According to a recently published report from Dell’Oro Group, Optical Transport equipment revenue grew 5% year-over-year in 2Q 2023. This was the third consecutive quarter that the optical market growth rate topped estimates. The analyst says the optical transport market revenue grew 5% year- over-year in 2Q 2023 to a little over US$4.0 billion. The better- than-expected revenue was due to higher DWDM Long Haul and
at 4%, believing year-over- year growth will slow in the back half of the year,” added Yu. The Optical Transport Quarterly Report covers manufacturers’ revenue, average selling prices, and unit shipments (by speed including 100 Gbps, 200 Gbps, 400 Gbps, and 800 Gbps). It also tracks DWDM long haul, WDM metro, multiservice multiplexers (SONET/ SDH), optical switch, optical packet platforms, data centre interconnect (metro and long haul), and disaggregated WDM.
Yu, vice president at Dell’Oro Group (pictured). “Ever since component supply eased up, system manufacturers have been able to deliver more products to their customers that sat in backlog. As a result, optical revenues have increased at a faster rate than expected. With that said, some customers are signalling a need for a little pause after receiving these deliveries. Therefore, even though the results in the first half of 2023 were higher than expected, we are holding the full year 2023 outlook
OIF to achieves largest ever multi-vendor interoperability demo at ECOC 2023
a 400ZR coherent optical interface with an Implementation Agreement (IA) back in April 2020, and the first 3.2T CPO IA in April 2023. The collaborative efforts of OIF’s network operator, system vendor, component vendor and test equipment vendor members will be on display, illustrating their contributions in driving the adoption of technologies for both present and future networks. OIF member companies participating in the demo are Adtran; Alphawave Semi; Amphenol; Applied Optoelectronics, Inc.;
OIF is planning to showcase its largest- ever multi-vendor interoperability demonstration at ECOC 2023. 39 companies will participate in live and static interoperability demos at OIF’s booth #304, highlighting advancements in four key technology areas: 400ZR+ optics, Co- Packaging solutions, Common Electrical I/O (CEI) CEI-112G & CEI- 224G channels and Common Management Interface Specification (CMIS) implementations. OIF first mooted
Sicoya; Source Photonics; Sumitomo Electric Industries; Synopsys; Telefonica S.A.; VIAVI Solutions and Wilder Technologies. The interoperability demo is supported by participating companies Telefonica and LightRiver. Telefonica is the hosting consulting network operator, and LightRiver is a host for technology-specific pre- demonstration integration testing. Additionally, during ECOC, OIF will continue its commemoration of 25 years dedicated to driving meaningful progress in the industry.
Broadcom Inc.; Cadence Design Systems, Inc.; Casela Technologies; Ciena; Cisco Systems; Coherent; Credo Technology Group; Eoptolink; EXFO; Fujitsu Optical Components; Hisense Broadband; Infinera; Juniper Networks; Keysight Technologies; Linktel Technologies; Lumentum; MACOM Technology Solutions; Molex; MultiLane, Inc.; NEC Corporation; Nokia; O-Net Technologies; Precision Optical Transceivers, Inc.; Quantifi Photonics; Samtec; Semtech; Senko Advanced Components;
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| ISSUE 34 | Q3 2023
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