Leading Vendors Experiencing Growth Included Ciena, Infinera, Nokia, and ZTE
PORTOLA VALLEY, Calif., March 17, 2020 -A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Optical Transport Network market revenues increased 5% Y/Y in 4Q19. Revenues in four of the six geographic theatres experienced year over year growth, with North America having been the most robust. “For the full year 2019, the top five Hyperscalers experienced the most growth out of any customer segment we track and has consistently been a top-performing customer segment in recent years,” said Chris DePuy, Technology Analyst and Founder at 650 Group. “Top vendors in the market are expecting their 800 Gbps optical transport technology to contribute to revenues towards the end of this year, 2020. We expect that optical transport systems companies that ship this new technology early will be well-positioned to take on the potential substitution threat of optical modules on switches and routers in the coming years.” The forecast section of this report has been updated to reflect changes in both demand and supply related to health fears that have emerged in 1Q20. The report also reflects quantitative Data Center Interconnect (DCI) deployment scenarios across long-haul, metro, cloud, colocation, and telecom service providers. For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com About 650 Group 650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. Switching and Routing Battle for Data Center Leadership Intensifies in 3Q17, According to 650 Group11/14/2017
Arista, Cisco, and Juniper Jockey for Position While New Vendors Emerge for Data Center Edge and Data Center Interconnect Use Cases
Portola Valley, California – October 6, 2017 – An upcoming report by 650 Group, the leader in Switching, Routing and Data Center Interconnect market research and competitive positioning, indicates an intense battle for market positioning as the traditional router and switch product boundaries collapse at Cloud customers. “Cloud architectures are changing significantly with 100 Gbps as demand for high density and universal platforms becomes common. There is little incumbency advantage,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “Cloud customers are looking for advanced routing on high density Ethernet platforms, and each vendor, based on its heritage, is approaching the market differently. Given the size of the Cloud, and the anemic growth occurring in the traditional service provider and enterprise spaces, we only see this battle amongst vendors becoming more intense as new vendors enter this space over the next six months.” The reports also indicates that Nokia will enter the Cloud space with the its FP4-based ASICs as well as H3C and Huawei in China. The Merchant Silicon report looks at ASIC positioning inside Data Center Switching while the Data Center Interconnect report looks at the various use cases and topologies in that emerging market. About the Quarterly Report 650 Group authors several reports in the Ethernet Switch, Router, Data Center Interconnect, and Merchant Silicon space. The reports offers a market assessment of vendor performance and market share in in each segment. The reports covers Modular, Fixed Managed, Smart Switching, White Box, and other segmentation as well as the following port speeds: 100 Mbps, 1 Gbps, 2.5 Gbps, 5.0 Gbps, 10 Gbps, 25 Gbps, 40 Gbps, 50 Gbps, and 100 Gbps. For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com. About 650 Group 650 Group is a leading Market Intelligence Research firm for communications, data center and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. |
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