Dell'Oro Group: 142 per cent revenue rise for WDM systems ‘the start of a good thing’

Share this on social media:

The market for disaggregated WDM systems is growing, according to a recent report by market information firm, Dell'Oro Group.

The Optical Transport Quarterly Report covers manufacturers' revenue, average selling prices, unit shipments (by speed including 40Gb/s, 100Gb/s, 200 Gb/s, and 400 Gb/s).  It tracks DWDM long haul terrestrial, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, and data centre interconnect (metro and long haul). 

The latest publication found that revenue for WDM systems grew 142 per cent year-on-year in the first quarter of 2018, with an annualised revenue run-rate for the period of $800 million. This is forecast to surpass $925 million for full year 2018. The high level of growth was largely attributed to new markets – outside of web-scale companies and data centre interconnect (DCI) – adopting the technology.

Jimmy Yu, vice president at Dell'Oro Group explained: ‘Small form factor, disaggregated WDM systems were developed for the hyperscalers. 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.’  

Amongst the report’s other findings, Ciena and Infinera were cited as the top two vendors in the category, with a combined market share of approximately 60 per cent for the trailing four quarter period ending in the first quarter of 2018.

 

Recent News

01 February 2023

The Honotua international cable system now provides 300Gb/s capacity to meet rising traffic demands.

01 February 2023

The network provider aims to bring fibre broadband to an additional 30,000 customers in 2023.

25 January 2023

The market intelligence firm forecasts that the five-year cumulative revenue for optical transport equipment will reach $81bn by 2027

23 January 2023

The new infrastructure is designed to support superior user experiences and sustainable business growth