There's a market for 40G -- really

Three out of three analysts agree...and so does Stephen.

Oct 8th, 2007

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Cox jumps onto Vertical System Group’s Mid-Year 2019 U.S. Carrier Ethernet Leaderboard

The mid-year 2019 edition of the Leaderboard shows CenturyLink again in the top position within a market that saw a 5% increase in port installation for the first six months of the year.

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Optical transport, mobile RAN equipment sales drive 12-month year-on-year revenue growth: Dell’Oro

After three years of decline, telecom equipment sales actually began to pick up in the third quarter of 2018, asserts Dell’Oro.

Optical network equipment sales in the Caribbean and Latin America reversed in 2Q19 a longstanding negative year-on-year revenue trend.

Optical network hardware sales grow worldwide in 2Q19: Cignal AI

Network operators worldwide combined to push sales of optical network hardware to year-over-year gains in every geographical segment during the second quarter of 2019, according to Cignal AI.

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2019 cloud data center capex to decline from 2018: Dell’Oro

Dell’Oro Group has launched coverage of cloud data center capital expenditures (capex).

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100G Ethernet switch ports to peak in 2020 as 400G ramps: Dell’Oro Group

Significant deployment of 400G Ethernet switch ports awaits the availability of high-volume, low-cost optics, says a Dell'Oro analyst.

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Global telco capex shrinks about 2.5% in 1Q19: MTN Consulting

Telecommunications network operators worldwide spent $70 billion on capital expenditures (capex) in the first quarter of this year, says MTN Consulting.

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10G PON to drive PON sales to $7.3 billion by 2023: Dell’Oro

“Fiber deployments continue to expand around the world, thanks to increased competition and an improved funding environment for both public and private networks,” commented Jeff Heynen, research director at Dell’Oro Group.

While Huawei continues to dominate among suppliers to traditional telcos, Ciena is doing very well selling to cloud and colo network operators, says Cignal AI.

Sales of optical network systems to North American cloud and colo providers jumps 50%: Cignal AI

The market research firm notes in its newly released “Optical Customer Markets Report” that other customer segments should be expected to increase purchases this year as well.

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White-box data center Ethernet switch market mainly three customers: Crehan Research

If you’re wondering who is buying white-box data center Ethernet switches, you don’t have to look much farther than Amazon, Google, and Facebook, according to Crehan Research Inc.

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Coherent 200G+ DWDM grows in next five years while 100G declines: Dell’Oro Group

Overall coherent DWDM revenue will reach $16 billion by 2023, the market research firm predicts.

Sales of optics to the cloud megadatacenter operators. After a dip this year, growth should resume in 2020, LightCounting predicts.

LightCounting: Hang on, module vendors, the data center companies will start buying again

Compact modular optical platforms are becoming an increasingly large part of total optical systems sales in North America -- a trend Cignal AI expect will continue.

Sales of compact modular optical systems grow as applications increase: Cignal AI

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How concerning is the Q1 2019 decline in cloud companies’ spending?

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Optical network systems big in Japan during 1Q19: Cignal AI