Disaggregated WDM Systems Revenue Grew 142 Percent in 1Q18

June 3, 2018

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 revenue grew 142 percent year-over-year in 1Q18.

This high growth was driven by the adoption of disaggregated WDM systems expanding beyond web-scale companies and data center interconnect (DCI).

“Small form factor, disaggregated WDM systems were developed for the hyperscalers,” said Jimmy Yu, Vice President at Dell’Oro Group. “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,” added Yu.

Additional highlights on Disaggregated WDM Systems from the 1Q18 Optical Transport Quarterly Report:

– Disaggregated WDM Systems revenue reached an annualized revenue run-rate of $800 M in 1Q18, and is projected to surpass $925 M for full year 2018.

– Ciena and Infinera are the top two vendors in this category of products with a combined market share of approximately 60 percent for the trailing four quarter period ending 1Q18.

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