INDUSTRY NEWS
Datacom optical component revenue nears US$5B in 2021
and telecom transceivers across multiple module types and reaches. Shipments of 400GbE datacom modules doubled and reached record levels in 2021, as large cloud operators and select enterprise customers transitioned from 100G to this new speed. “The transition to 400GbE is well underway, and pluggable coherent 400Gbps technology is revolutionising the design of the optical networks that connect data centers,” said Scott Wilkinson, lead optical component analyst at Cignal AI. “400Gbps speeds will drive spending and bandwidth growth
Cloud operator capex for hyperscale datacenter expansion drove datacom optical component revenue growth by 27% to reach US$4.7 billion in 2021, as reported in Cignal AI’s new Optical Components Report. This growth outstripped component revenue growth from telecom, consumer, and industrial
VI is poised to control over 50% of this market. So far as shipments are concerned, Cignal AI says 1.8 million QSFP-DD datacom modules shipped during 2021, most of which were DR4 format; over 60,000 400Gbps pluggable coherent modules shipped last year, the majority of which were QSFP-DD ZR and shipments of 200Gbps coherent CFP2 modules grew 17% to just over 200,000 units during 2021 as Chinese OEMs ramp this speed (which is less dependent on western technology) for longer distance metro and long- haul applications.
both inside and outside the datacenter in 2022.” The report noted that supply chain difficulties limited Telecom optical components market growth the most in 2021. However, the segment is forecast to grow more than 8% in 2022, and consumer component revenue for 3D sensing applications was flat year-on-year as lower- cost components offset higher unit shipments. It also found that industrial optical components used for welding and medical applications grew 18% in 2021, following a weak 2020, and following the acquisition of Coherent, II-
optical component applications. Total revenue for optical
components across all four segments grew 15% to reach US$14.5 billion in 2021. The Optical Components Report also tracks detailed unit shipments of datacom
Emtelle set for US expansion
team.blue Denmark taps Ciena for DCI
team.blue Denmark, part of the hosting and cloud solutions team.blue Group, has selected Ciena’s Waveserver AI platform to serve as the foundation for its WAN-ring, providing point-to-point metro data centre interconnect (DCI) network service between sites. Ciena’s Waveserver Ai platform delivers up to 2.4 Tbps in a single rack unit to tackle large scalability challenges. Intuitive to install and easy to operate, Waveserver Ai utilises a familiar operational toolset and can be managed through industry-standard open APIs and data models. The
while providing the capacity needed to support surging bandwidth demands in the metro. “We needed a solution to extend the capabilities of our current dark fibre infrastructure. It needed to be powerful, easy to use, and extremely stable while also being ultra-efficient in terms of power and size,” said Michael Munk Lassen, principal systems architect & head of Technology, Infrastructure, team.blue. “Ciena’s Waveserver Ai platform meets this need and enables us to create a simple
North American customer base by providing its first fully ‘Made in The USA’ range of microducts, conduits and eventually its full complement of product solutions for Fibre to the Home (FTTH) applications. The expansion further increases Emtelle’s global footprint, which compliments its established manufacturing facilities in the UK, Denmark, Germany and the recently announced acquisition of Dubai-based telecoms ducts manufacturer AfriPipes.
Hawick, Scotland- based blown fibre company Emtelle Group, is to expand into North America with a manufacturing facility in the US. The 300,000 sq ft factory space owned by Mainetti Retail Solutions will house up to 200 workers and enhance Emtelle’s offering to the US FTTx industry, which it currently serves through existing supply agreements and distribution partners in the region. Emtelle says the new facility will better position the company to serve its
point-to-point network between sites currently
providing up to 8x100G on a single dark fibre which can be scaled further if needed.”
platform’s design helps reduce real estate costs
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| ISSUE 29 | Q2 2022
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