NEWS & BUSINESS
“Datacentres are driving innovation in fibre optics“
EllenManning - See page 11
Good news for optical industry as hardware spending grows across the board
Optical hardware spending grew in every region and for every business segment during 2Q19, according to the most recent Optical Hardware Report from research firm Cignal AI.
for the past few quarters settled down to a more moderate pace with Ciena, NEC, and Huawei as the prime beneficiaries. “Huawei managed to retain market share in what is typically its strongest quarter of the year,” said Scott Wilkinson, Lead Analyst at Cignal AI. “Despite the export ban of many optical components and the reports of competitive wins against Huawei in EMEA and APAC, Huawei market share remained steady.” Additional key findings included: WDM long haul spending up, recovering in every region except Japan, as compact modular equipment and new high- speed coherent optics impact investments; WDM
other regions –contributing factors to the NA decline are the lower price per bit of new high-speed optics and competing priorities like the 5G rollout; SONET/ SDH hangs on with growth in APAC and EMEA offset SONET/SDH’s ongoing decline in NA. This growth comes from expansions and upgrades to existing networks; there are no new builds; growth in China appears dramatic due to the ZTE shutdown and the absence of revenue a year ago. Excluding ZTE’s results, growth slowed; and finally coherent optic shipments tracking will reach nearly 1 million 100G equivalent ports in 2019, representing a 40% increase in bandwidth over 2018. The Cignal AI Optical Hardware Report is
published quarterly and includes market share and forecasts for optical transport hardware used in optical networks worldwide. In addition to the interactive tracker, analysis includes a detailed Excel database as well as PDF and PowerPoint summaries. Subscribers to the Optical Hardware Report also have access to Active Insight, Cignal AI’s real-time news service on current market events. The report examines revenue for metro WDM, long-haul WDM and submarine (SLTE) equipment in six global regions and includes detailed port shipments by speed. Vendors in the report include Adtran, ADVA, Ciena, Cisco, ECI, Ekinops, Fiberhome, Fujitsu, Huawei, Infinera, Mitsubishi Electric, NEC, Nokia, Padtec, Tejas, Xtera, and ZTE.
Perhaps surprisingly, Huawei retained top
market share worldwide and held steady despite a slowdown in China and increasing competitive and
political pressures. This quarter marked a turnaround for CALA,
reversing multiple quarters of decline with a YoY surge of 30%. EMEA also grew with expansion across all product segments. Overall growth in North America was minor and would have been negative again if not for an enormous SLTE revenue increase this quarter. Finally, the rapid expansion in Japan
Metro declines in North America but grows in all
Ericsson, Vodafone launch Irish 5G network
Molex opens state- of-the-art optical R&D facility
Molex has announced the opening of a new research and development facility in Bridgewater, New Jersey. The building completion represents a significant investment by Molex in the future of optical wavelength solutions for telecommunications networks. The state-of-the-art Molex facility features eco-friendly clean rooms and extensive capabilities for designing and prototype manufacturing of optical solutions for the rapidly emerging segment of metro and long-haul telecommunications networks. Doug Busch,
Ericsson and Vodafone Ireland have launched the first commercial 5G network in Ireland. Live across locations in Cork, Limerick, Dublin, Galway and Waterford, the partners will continue expanding their network throughout the country over the coming months. At the launch in Cork on 13 August, Ericsson presented their Mixed Reality (Urban Planning VR) Demo. It was also the launch of the Vodafone Global Centre of Internet of Things excellence in healthcare in partnership with Assert.
vice president and general manager, Molex Optical Solutions Group said, “Global consumer IP traffic has approached 100 exabytes per month and with the emergence of 5G connectivity, data centre traffic will continue to explode. Molex scalable WSS modules and signal routing solutions simplify and automate the dynamic routing of wavelengths in demanding networks.” In 2018, Molex acquired the business of Nistica, which had a long entrepreneurial history within the New Jersey ecosystem.
At the launch, John Griffin, Managing Director of Ericsson Ireland said, “Ericsson has been investing in Ireland for 60 years. Our Research and Development centre in Athlone is still one of the biggest in the country, where they’re currently developing key components of 5G networks and firmly putting Ireland on the map of 5G innovation. With the Ericsson Consumer Lab report highlighting that consumers in Ireland expected 5G in 2021, this launch puts Vodafone and Ericsson ahead of local expectations.
| ISSUE 18 | Q3 2019
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