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OMDIA: The number of global optical fiber broadband users in 2028 has exceeded 1.4 billion 25G SFP-DD PON OLT
2024-04-16According to OMDIA estimates, the number of global optical fiber broadband connections exceeded the 1 billion mark in 2023, accounting for 69%of all the number of fixed network services users. Fiber is the dominant broadband access technology worldwide, but fixed wireless access (FWA) is the fastest -growing broadband access technology 25G SFP-DD PON OLT.
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OMDIA said that the dominant position of optical fiber is expected to continue. By 2028, the number of global fiber connections will exceed 1.4 billion, accounting for 77%of the total number of fixed network services users 25G SFP-DD PON OLT.
Kyle McKenna, an OMDIA senior market forecast, said: "Because of its ability to withstand the future test, fiber has become the default technology for new infrastructure projects and replacing traditional infrastructure 25G SFP-DD PON OLT."
From the perspective of the area, the dominant position of fiber in Asia and Oceania is particularly obvious, accounting for 92%of the number of fixed -network broadband users in the area. Even if it does not include the huge number of optical fiber users in China, it still accounts for 80% 25G SFP-DD PON OLT.
Having said that, FWA is also popular-this is not just because of 5G. McKenna said at a online forum last week that FWA is the fastest-growing broadband access technology. It is expected that the compound annual growth rate of the next four years will reach 16%-"This proves that the first batch of FWA as the first batch of 5G killer applications is truly true. One of the cases is playing a role 25G SFP-DD PON OLT.
LTE is the choice of Africa
But 5G FWA will not exceed LTE until 2028. In the next four years, the total number of global FWA connections is expected to reach 115 million, and market share will increase from 3.8%to 6.6% 25G SFP-DD PON OLT.
McKenna said that LTE will still be the main choice of African wireless broadband because it "meets user needs and extensive use cases with lower service costs 25G SFP-DD PON OLT."
The largest market of 5G FWA will still be in North America. At present, 5G FWA users in this area account for more than half of the total global total. McKenna said that by 2028, FWA is expected to become the leading technology of 25 markets, mainly in Africa and some Pacific island countries 25G SFP-DD PON OLT.
Regarding Cable access, McKenna believes that although the service provider upgraded to DOCSIS 3.1 will be able to compete with optical fiber service providers in the next few years, this technology has entered the decline era after the peak of 2022 25G SFP-DD PON OLT.
As for DSL technology, the number of users has been declining in the past ten years. By 2028, it will lose nearly half of the total users to 97 million 25G SFP-DD PON OLT.
OMDIA said that during the forecast period of 2023-2028, the total number of global broadband users will increase by 302 million, from 1.5 billion to 1.8 billion 25G SFP-DD PON OLT.
SUNSTAR Communication Technology Co., Ltd. (hereinafter referred to as the company) is located in the Chengdu National High -tech Industrial Development Zone (Western District).It was established in December 2001 with a registered capital of 40 million yuan and an current employee of more than 1,000. Essence Since its establishment, the company has been focusing on the design and development, manufacturing, sales and technical support services of Optical Transceiver. With the continuous technical accumulation and market development, the company has formed core technology platforms such as high -frequency simulation, mechanical circuit design, material stress analysis FPC soft board design, IT software, automated production packaging and other core technology platforms. Bar cutting, To-CAN & COB, BOX and other packaging platforms, optical devices (active/passive, gas/non-gas), light modules, and test instruments have the vertical integration capabilities to quickly and accurately meet the different customers' differences in customers Demand (OEM or ODM) 25G SFP-DD PON OLT. -
LC: Global Ethernet transceiver sales will grow 40% in 2024
2024-04-08LightCounting (LC) has updated its High Speed Ethernet Optics Report50G SFP-DD PON OLT.
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Market volatility is not new or surprising for Ethernet transceiver vendors, but it is always stressful to see the market decline. The previous decline in 2019 was due to reduced spending by cloud computing companies, which now dominate the market demand for Ethernet transceivers. At the end of 2022, cloud companies again reduced their spending, leading to a bleak market outlook in early 2023. A year later, the market was booming50G SFP-DD PON OLT.
LC previously expected Ethernet optical transceiver sales to decline by 5-10% in 2023, but surging demand from Google and Nvidia has kept the market growing in the single digits. In the previous edition of this report, LC also significantly increased its forecast for 400G/800G transceiver sales, and in this report, the analyst firm slightly raised its forecast again. LC now expects 40% growth in 2024, more than 20% growth in 2025, and double-digit growth in 2026-2027, as shown in the chart below50G SFP-DD PON OLT.
Chart: Ethernet Optical transceiver market Growth rate (Source: LightCounting)
This growth will not continue indefinitely. Any slowdown in Nvidia or cloud companies buying optical products could turn the market dynamics around. The timing of this decline is unpredictable. We just know it's going to happen at some point. LC's model suggests that the market will achieve a soft landing with single-digit growth rates in 2028-2029, but it is more likely that we will see another sharp decline followed by a recovery, consistent with the market turmoil of the past 15 years.
Recession fears have receded, but they continue to weigh on spending by telecom operators, whose revenues are not growing. However, we can't know for sure whether a recession will come until it actually starts, and that's half a year after economists officially declare it. Until then, we will be busy discussing the timing of economic recovery.
What remains certain is that optics are critical to data centers and other global network infrastructure. Recent advances in generative artificial intelligence make the future even more exciting. Keep that in mind when dealing with market volatility. -
Dell'Oro: Ethernet data center switch spending by cloud service providers fell for the first time in three years 200G QSFP56 AOC
2024-03-06According to a recent report released by Dell'Oro Group, in the fourth quarter of 2023, spending by cloud Service providers (SPS) on Ethernet data center switches declined for the first time in three years. In addition, the quarter was particularly significant as Arista achieved a milestone for the first time by reaching number one in revenue share in the Ethernet data center market, tying with Cisco200G QSFP56 AOC.
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"In line with our expectations, Ethernet data center switch sales continued to decelerate in Q4 2023, achieving only very low single-digit growth," said Sameh Boujelbene, group vice president at Dell'Oro 200G QSFP56 AOC.
"The deceleration in revenue growth was mainly attributable to the cloud computing segment, which declined for the first time since the fourth quarter of 2020. We believe this decline is due to the ongoing digestion cycle of certain large cloud service providers and their shift in focus to building out AI infrastructure, where InfiniBand still dominates in certain hyperscale enterprises. Arista recorded its highest revenue share growth in the quarter, taking the revenue leadership position for the first time ever, "Boujelbene added 200G QSFP56 AOC.
Other highlights from the Fourth Quarter 2023 Data Center Ethernet Switch Report:
1. Regional income showed a mixed pattern. North America and Asia-Pacific, excluding China, performed poorly year-over-year, indicating the beginning of a digestion cycle in these regions. In contrast, the Europe, Middle East and Africa (EMEA) region maintained growth, albeit at a marked deceleration compared to the previous three quarters. The Chinese market, after four consecutive quarters of sluggish growth, achieved significant revenue growth in the fourth quarter 200G QSFP56 AOC.
2. In 2023, shipments of 200Gbps, 400Gbps and 800Gbps switches will account for just over 20% of total port shipments. Dell'Oro expects 400Gbps and 800Gbps adoption to accelerate in 2024 and 2025 as some AI workloads begin to favor Ethernet 200G QSFP56 AOC. -
The shipment volume of the 800Gbps port in 2024 will double 50G SFP-DD PON OLT
2024-02-01According to a recent report released by Dell'oro Group, the construction of artificial intelligence infrastructure (also known as the "back -end network") is leading to the budget reduction and project delay of general infrastructure (or "front -end network"). Although these projects are delayed, it is expected that by 2024, the shipping volume of the 800Gbps port will be doubled50G SFP-DD PON OLT.
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Sameh Boujelbene, vice president of Dell'oro Group, said: "Recent interviews with major cloud service providers (SP) show that due to the focus on the construction of artificial intelligence infrastructure, multiple projects have been delayed or shelved. The 800Gbps of the main cloud SP has been delayed for about one year. Therefore, compared with the report in July 2023, we have lowered the sales forecast of switch deployed in the front -end network 50G SFP-DD PON OLT. "
"Although the project is delayed, it is expected that the shipments of the 800Gbps port in 2024 will double. This is mainly due to the expected adoption of the main cloud service provider (especially Amazon) and the promotion of the availability of the 51.2TBPS chip in the market. The back -end and front end and the front end The network will adopt 800Gbps. Although our traditional data center switch reports focuses on the front network, we have developed "AI Networks for AI Workloads" in the recent high -level research report "AI Networks for AI Workloads" we released. Duan network deployment, "Boujelbene added 50G SFP-DD PON OLT.
Other highlights of the five -year forecast report released by the Ethernet switch released in January 2024 50G SFP-DD PON OLT:
1. 1600Gbps is expected to be shipped in 2025/2026. By 2028, these high speed plus 800Gbps is expected to account for nearly 40%of the data center switch port 50G SFP-DD PON OLT.
2. Linear -driven optical devices, a alternative to packaging optical devices, will get substantial attention during our predicted period 50G SFP-DD PON OLT.
3. SONIC's use will accelerate. By 2028, its penetration rate in level 2/3 cloud SP and large enterprises will reach 10-20% 50G SFP-DD PON OLT.
[Learn more light communication information, please pay attention to the official WeChat of Shi Shi (WeChat: Xun Shiguang Communication) 50G SFP-DD PON OLT]
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