Disaggregated WDM moving into cable

May 24, 2018
According to the Dell'Oro Group, disaggregated WDM systems revenue grew 142% year-over-year in 1Q18. The high growth was driven by the ...

According to the Dell'Oro Group, disaggregated WDM systems revenue grew 142% year-over-year in 1Q18. This high growth was driven by the adoption of disaggregated WDM systems expanding beyond web-scale companies and data center interconnect (DCI).

"Small form factor, disaggregated WDM systems were developed for the hyperscalers," said Jimmy Yu, vice president at Dell'Oro. "And for a long period of time, they were the only large purchasers. However, now we see a growing number of buyers that include cable operators and wholesale carriers. We think this is just the start of a good thing and expect demand for these disaggregated systems will continue to grow at a hyper-scale rate."

Other findings indicate:

  • Disaggregated WDM Systems revenue reached an annualized revenue run-rate of $800 million in 1Q18 and is projected to surpass $925 million for full-year 2018.
  • Ciena and Infinera are the top two vendors in this category of products with a combined market share of approximately 60% for the trailing four-quarter period ending 1Q18.
About the Author

BTR Staff

EDITORIAL
STEPHEN HARDY
Editorial Director and Associate Publisher
[email protected]
MATT VINCENT
Senior Editor
[email protected]
SALES
KRISTINE COLLINS
Business Solutions Manager
(312) 350-0452
[email protected]
JEAN LAUTER
Business Solutions Manager
(516) 695-3899
[email protected]

Sponsored Recommendations

The Road to 800G/1.6T in the Data Center

Oct. 31, 2024
Join us as we discuss the opportunities, challenges, and technologies enabling the realization and rapid adoption of cost-effective 800G and 1.6T+ optical connectivity solutions...

On Topic: Fiber - The Rural Equation

Oct. 29, 2024
RURAL BROADBAND:AN OPPORTUNITY AND A CHALLENGE The rural broadband market has always been a challenge for service providers. However, the recent COVID-19 pandemic highlighted ...

High-Speed Networking Event

Oct. 23, 2024
A Multi-Day online learning event crafted for optical communications professionals specializing in high-speed networking solutions Date: November 12-14Platinum Sponsor: AFLGold...

Advances in Fiber & Cable

Oct. 3, 2024
Attend this robust webinar where advancements in materials for greater durability and scalable solutions for future-proofing networks are discussed.