Record spending in the cloud & colo market continued in the third quarter and it is now forecast to top $1.4 billion worldwide for the year 2018 -- almost a 50% spending increase over 2017, according to the most recent Optical Customer Markets Report issued by networking equipment and component market research firm Cignal AI.
Some highlights in the 3Q18 Optical Customer Markets Report:
Cignal AI’s Optical Customer Markets Report is issued quarterly and quantifies optical equipment sales to five key customer markets – incumbent, wholesale, cable MSO, cloud and colo, and enterprise and government. The current report includes results through 3Q18 including detailed equipment vendor market share for sales to cloud operators. Regional forecasts based on expected spending trends by customer market are also included.
http://www.cignal.ai
Some highlights in the 3Q18 Optical Customer Markets Report:
- Cloud & colo operators continue to be the fastest growing market in optical networking, with double-digit year-over-year growth in North America and EMEA and triple-digit growth in APAC in the third quarter.
- Ciena led equipment vendor market share for cloud & colo with over 40% share in the third quarter and over 30% share for the last 12 months combined. Huawei and Cisco tied for second place in the third quarter followed closely by a combined Infinera/Coriant.
- Despite incumbent spending growing at less than 2% year over year worldwide, incumbent spending in APAC grew 10% and represented over 35% of the total optical market in the third quarter.
- Incumbent spending growth in APAC is expected to decelerate in 2019 as double-digit growth cannot continue indefinitely for such a large market. Incumbent spending in North America is expected to continue to decline as capital spending is focused on mobility and switched backhaul deployments.
- Cable MSO optical spending continued to grow at a moderate pace into the third quarter, led by double-digit growth in North America to support fiber deep architectures.
Cignal AI’s Optical Customer Markets Report is issued quarterly and quantifies optical equipment sales to five key customer markets – incumbent, wholesale, cable MSO, cloud and colo, and enterprise and government. The current report includes results through 3Q18 including detailed equipment vendor market share for sales to cloud operators. Regional forecasts based on expected spending trends by customer market are also included.
http://www.cignal.ai