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REDWOOD CITY, Calif., Aug. 24, 2017 -- According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, disaggregated WDM systems are hitting a sweet spot for data center interconnect (DCI). In the second quarter of 2017, three manufacturers—Ciena, Cisco, and Infinera—captured the bulk of the Disaggregated WDM Systems market with a combined 85 percent share.
“Disaggregation isn’t a new concept, but the strong adoption is,” said Jimmy Yu, Vice President at Dell’Oro Group. “We estimate that in 2Q17, disaggregated WDM systems reached an annualized run rate of $400 million, growing 225 percent year-over-year. In most—if not all—purchases, we found that these new systems were being employed in DCI across both metro and long haul spans. So far, the largest consumers have been Internet content providers that appreciate the platform for its simplicity, capacity, and power savings. Based on second quarter results, where disaggregated WDM systems represented nearly one-third of the optical DCI equipment purchases made, we have to say that Disaggregated WDM systems are truly hitting the sweet spot for DCI,” added Yu.
Additional highlights from the 2Q17 Optical Transport Quarterly Report:
- The total WDM market, comprising WDM Metro and DWDM Long Haul, grew two percent year-over-year in 2Q 2017. Growth was driven by strength in the Asia Pacific region, especially China and India.
- The share of 100+ Gbps WDM wavelength shipments going to data center interconnect was 14 percent in the quarter.
About the Report
The Dell’Oro Group Optical Transport Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers’ revenue, average selling prices, unit shipments (by speed including 40 Gbps, 100 Gbps, and >100 Gbps). The report tracks DWDM long haul terrestrial, WDM metro, multiservice multiplexers (SONET/SDH), optical switch, optical packet platforms, and data center interconnect (metro and long haul). To purchase this report, call Matt Dear at +1.650.622.9400 x223 or email [email protected].
About Dell’Oro Group
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.
Media Contact: Matt Dear Phone: +1.650.622.9400 x223 Email: [email protected]
