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Press Releases

OPtical network revenues grow 5% y/y as hyperscaler customers lead growth

3/17/2020

 
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.


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  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • 800 Gbps Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
    • SONiC Report
    • Single Pair Ethernet Forecast Report
  • News
    • Press Releases
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