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Optical and Routing Hardware Spending Drops 15% in 1Q24

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星期三, 五月 29, 2024

There was no relief in 1Q24 for Optical and Routing Transport equipment, according to the 1Q24 Transport Hardware Report from research firm Cignal AI.

Key Points:

There was no relief in 1Q24 for Optical and Routing Transport equipment, according to the 1Q24 Transport Hardware Report from research firm Cignal AI.
While spending by cloud operators continued to grow, it was more than offset by the ongoing decline in purchasing among traditional service providers.
“Based on our discussions within the supply chain, we don’t expect a recovery in spending from traditional service providers until 2025, at the earliest.”
Additional 1Q24 Transport Hardware Report Findings:
Spending in North America on Optical Transport equipment declined for the 4th straight quarter, while Routing dropped to levels last seen in 2020.
Now that Indian operators have completed a series of 5G related builds, spending in RoAPAC (ex-China and Japan) is in a downturn.

MWC2024 FiberHome Showcases Cutting-Edge Innovations in Barcelona

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星期二, 二月 27, 2024

BARCELONA, Spain, Feb. 27, 2024 /PRNewswire/ -- FiberHome, centered its theme around "Connecting the Digital Bright Future."

Key Points:

BARCELONA, Spain, Feb. 27, 2024 /PRNewswire/ -- FiberHome, centered its theme around "Connecting the Digital Bright Future."
FiberHome is a one-stop solution provider for 5G, "All-in-One" product series can simplify network and reduce construction costs.
Introducing the xGTTH2.0 solution, FiberHome significantly cuts initial investments, enhancing network flexibility and utilization, especially in FWA network construction.
FiberHome is propelling optical network into the 400G era, unveiling technologies like single-wave rates exceeding 800G/Tbps and S/C/L multi-band communication.

Optical Transport Market Declined 6 Percent in 4Q 2023, According to Dell'Oro Group

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星期二, 二月 27, 2024

Fujitsu, GDP, Optics, Cisco, Telecommunications, Recession, FiberHome, Investment, Clothing

REDWOOD CITY, Calif., Feb. 27, 2024 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Optical Transport market declined 6 percent year-over-year in fourth quarter 2023 due to reduced demand in North America, Europe, and Japan.

Key Points:

We estimate that North American optical equipment sales increased nearly 30 percent in that period.
Additional highlights from the 4Q 2023 Optical Transport Quarterly Report:
The worldwide Optical Transport market grew 2 percent in full year 2023, reaching nearly $16 billion.
Spending on optical equipment significantly improved in China after two years of decline as service providers increased investments in their optical backbone.
The vendors that lost the most market share in the year were Cisco and Fujitsu.

MWC2024 FiberHome 10 Technical Highlights

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星期日, 二月 25, 2024

GPON, TCO, FWA, Real, SDM, ROADM, FiberHome, WSS, Communication, NTN, XR, Electron capture

WUHAN, China, Feb. 25, 2024 /PRNewswire/ -- During MWC2024, FiberHome will showcase numerous innovative products and solutions, building a solid foundation for connectivity with minimalistic, intelligent, secure, and green digital infrastructure.

Key Points:

WUHAN, China, Feb. 25, 2024 /PRNewswire/ -- During MWC2024, FiberHome will showcase numerous innovative products and solutions, building a solid foundation for connectivity with minimalistic, intelligent, secure, and green digital infrastructure.
Completion of various technological tests such as unified sensing, XR, high-capacity communication, and satellite-ground collaborative NTN, FiberHome aims to achieve multi-functionality within a network and enhance the value of operators' networks through application integration.
Offering multi-frequency and multi-network element integration products, assisting operators in simplifying network integration and reducing costs.
xGTTH (FWA) 2.0 solution provides a more cohesive, flexible deployment scenario, and intelligent end-to-end FWA solutions for networks.

North American Optical Transport Market Declined in 3Q 2023, According to Dell'Oro Group

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星期二, 十二月 5, 2023

Nokia, Optical transport network, Ciena, Y/Y, FiberHome, American Optical Company, Telecommunications, COVID-19

REDWOOD CITY, Calif., Dec. 5, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the North American Optical Transport equipment market contracted 4 percent year-over-year (Y/Y) in 3Q 2023. This is in contrast to the market outside the North American region where demand improved for a third consecutive quarter, growing 6 percent Y/Y.

Key Points:

REDWOOD CITY, Calif., Dec. 5, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the North American Optical Transport equipment market contracted 4 percent year-over-year (Y/Y) in 3Q 2023.
This is in contrast to the market outside the North American region where demand improved for a third consecutive quarter, growing 6 percent Y/Y.
Additional highlights from the 3Q 2023 Optical Transport Quarterly Report:
The worldwide Optical Transport market is projected to grow at an average annual rate of 3 percent, reaching $16 billion by 2024.
The North American and Latin American regions declined Y/Y in 3Q 2023 due to a mixture of issues: excess inventory, worsening macro-conditions, fear of recession, and higher borrowing costs.

POET Technologies’ New Module Designs Attract Major Companies at CIOE

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星期二, 九月 12, 2023

Two major Tier 1 module suppliers already engaged with POET and its joint venture company, SPX, requested samples to be submitted for immediate evaluation, including optical engines for 800G Tx, 800G Rx, 400G Tx (the POET InfinityÔ chiplet) and 400G Rx.

Key Points:

Two major Tier 1 module suppliers already engaged with POET and its joint venture company, SPX, requested samples to be submitted for immediate evaluation, including optical engines for 800G Tx, 800G Rx, 400G Tx (the POET InfinityÔ chiplet) and 400G Rx.
Four new potential Tier 1 / Tier 2 customers requested samples as soon as possible for their 800G module designs.
In addition to potential module customers, the POET/SPX exhibit attracted the attention of major end users, including Alibaba, FiberHome, and ByteDance.
Those conversations served to demonstrate how POET has integrated these components in its novel designs and how the POET ecosystem can be further strengthened with even deeper collaborations.

Optical Transport Market Beats Growth Expectations Again in 2Q 2023, According to Dell'Oro Group

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星期三, 八月 23, 2023

Optical transport network, Ciena, WDM, FiberHome, Growth, ZTE, Huawei, Telecommunications, Network equipment provider, Infinera

REDWOOD CITY, Calif., Aug. 23, 2023 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Optical Transport equipment revenue grew 5 percent year-over-year in 2Q 2023. This was the third consecutive quarter that the optical market growth rate topped estimates.

Key Points:

This was the third consecutive quarter that the optical market growth rate topped estimates.
"It was another great quarter for optical system vendors," said Jimmy Yu, Vice President at Dell'Oro Group.
Additional highlights from the 2Q 2023 Optical Transport Quarterly Report:
Optical Transport market revenue grew 5 percent year-over-year in 2Q 2023 to a little over $4.0 billion.
FiberHome's optical revenue grew at the highest rate among the vendors at over 30 percent year-over-year.

Lumentum Receives "Excellent Core Partner Award" from FiberHome

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星期四, 三月 16, 2023

SAN, FiberHome, Communication, Telecommunications, Mobile phone

SAN JOSE, Calif., March 16, 2023 /PRNewswire/ -- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, has received the 2022 Excellent Core Partner Award from FiberHome Telecommunications Technologies Co. Ltd. ("FiberHome"), a leading information and communication network products and solution provider.

Key Points:

SAN JOSE, Calif., March 16, 2023 /PRNewswire/ -- Lumentum Holdings Inc. (" Lumentum "), a market-leading designer and manufacturer of innovative optical and photonic products, has received the 2022 Excellent Core Partner Award from FiberHome Telecommunications Technologies Co. Ltd. (" FiberHome "), a leading information and communication network products and solution provider.
This award is the highest honor given by FiberHome, with only a small percentage of its 1000+ suppliers selected for their outstanding business performance.
"We are honored to receive this award from FiberHome," said Vince Retort, Lumentum Executive Vice President and Chief Operating Officer.
Lumentum provides FiberHome with a wide range of solutions, including transmission and transport modules that support flexible network management.