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Market Research Report

Optical Networks Forecast Spreadsheet: 2016-21

Published by Ovum (TMT Intelligence, Informa) Product code 444558
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Optical Networks Forecast Spreadsheet: 2016-21
Published: January 3, 2017 Content info:

The ON market will grow 5.7% from 2015 to the end of 2016, taking the market back above $15bn. The ON market is projected to grow at a 4.8% CAGR to 2021, topping $19bn.


  • ICPs continue to build their own global networks, now featuring their own subsea cables to interconnect global data center properties. The ON market continues to advance on the technology front. CDC-F ROADMs have achieved tier-1 CSP deployment validation. The submarine segment is undergoing a renaissance, doubling in size over the last two years.

Features and Benefits:

  • Features projected growth rates by region.
  • Features projected growth rates by key technologies: 100G and 200G.

Key questions answered:

  • What are the projected growth rates for major regions in the world?
  • What are the projected growth rates WDM systems, 100G, and 200G?
Table of Contents
Product Code: TE0006-001324

Table of Contents

1. Summary

  • In brief
  • Ovum view

2. Forecast summary

  • The global ON market is forecast to reach $19bn in 2021

3. Results for 3Q16

  • Annualized global revenues grew 10.6% versus the 3Q15 period

4. Long-range market forecast drivers and barriers

  • Further economic shocks adding to the environment of macroeconomic uncertainty
  • Applications and access extensions are driving technology adoption and core network expansion
  • 4K video has promise to become a winning business model for CSPs

5. Product group forecasts

  • The macro ON product trends hold steady
  • Industry energies are focused on coherent DSP designs, ramping purpose-built DCI deployments, and preparing for the next-generation control era

6. Market scenarios and warning signs

  • ON market growth is bounded but positive

7. Appendix

  • Methodology
  • Further reading
  • Author

Figures & Downloads

  • Figure 1: Optical networks forecast scenarios, 2015-21
  • Figure 2: ON forecast growth 2016 and CAGRs for 2015-21
  • Figure 3: Rolling 3Q15 vs. 3Q16 comparison by region and subregion
  • Figure 4: Rolling 3Q15 vs. 3Q16 comparison by application and product segments
  • Figure 5: Key macroeconomic growth rate projections
  • Figure 6: Capex for fixed CSPs and mobile CSPs vs. ICPs and CNPs, 2014-21
  • Figure 7: CSP capex by region, 2014-21
  • Figure 8: CSP capital intensity for key economies, 2016F
  • Figure 9: Optical networks/CSP capex by region
  • Figure 10: Key applications and network investments driving optical network growth
  • Figure 11: Leading cloud service provider growth rates
  • Figure 12: Web-scale ecosystems
  • Figure 13: Optical network forecast by product categories
  • Figure 14: Global 10G, 40G, 100G, and 200G WDM linecard revenue comparison, 2014-21
  • Figure 15: North American metro DCI application and purpose-built metro DCI forecast, 2014-21
  • Figure 16: Submarine market
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