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May 25th, 2014
WDM optical spending up 8% year-over-year
Infonetics report says 100G now accounts for 20% of total WDM market.
Investment in 100G optical communications systems worldwide during 2013 was “breathtaking”, according to a new market report published by Infonetics Research. Andrew Schmitt, principal analyst for optical at the company commented, “Total port shipments tripled during the year, which equates to around $2 billion in spending just related to 100G systems. That’s a lot — roughly 20% of all WDM spending.” But the bonanza is not being shared across a wide range of suppliers, as Schmitt explained: “This revenue is flowing primarily into the hands of five companies: Alcatel-Lucent, Ciena, Cisco, Huawei, and Infinera."
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