400ZR pluggable shipments Jump in 4Q21 – report

Created March 31, 2022
News and Business

According to the 4Q21 Transport Applications Report from market research firm Cignal AI, shipments of 400ZR/ZR+ modules surged in 4Q21 as Cisco (Acacia) and Marvell rapidly scaled up production capacity. It adds however, demand from cloud operators is still exceeding supply, which will be increased this year as vendors such as Ciena, Neophotonics, and II-VI grow production. Cignal AI expects that shipments of 400ZR/ZR+ modules will triple in 2022 as cloud operators such as Microsoft, Amazon, and Google are joined by traditional network operators such as AT&T, Windstream, and COLT rolling out high volume deployments.

“Both webscale and telco operators are making fundamental changes to their network architectures due to the availability of pluggable 400G coherent modules,” said Scott Wilkinson, Lead Optical Component Analyst at Cignal AI. “Module shipments are ramping up quickly, with more than half of all shipments to date coming in the 4th quarter.”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The report also found that direct shipments of coherent ports to operators are growing rapidly as pluggable coherent modules reshape the supplier landscape, but shipments of Gen60C pluggable 400ZR modules remain supply-constrained, with only two vendors supplying almost all of the volume to date. Ciena remains the largest supplier of cutting-edge Gen90P 800G capable coherent ports, although Infinera’s ICE6 product shipments are increasing rapidly.

Compact Modular revenue in North America grew by +25% in 2021 and now represents over a third of optical hardware shipped in the region with Ciena being the market leader in this category.

It adds that only Huawei saw Packet-OTN sales increase during 2021, however Nokia’s continuing investment in its OTN portfolio has made it the leading western vendor of OTN and the company is best positioned to win business from Huawei in Europe.

For more information, visit https://cignal.ai

 

 

 

 

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This article was written
by Peter Dykes

Peter Dykes is a independent telecoms and technology journalist who has over that last 30 years written for a wide range of B2B publications and companies. A former BT engineer, he specialises in networks and associated support systems. He is currently Editor of Optical Connections.