China Telecom's Wei Le Ping: 400G era has opened

At the "2022 China Optical Network Symposium" held today, Wei Leping, executive deputy director of the Communications Technology Committee of the Ministry of Industry and Information Technology, director of the Technology Committee of China Telecom Group Corporation, and chairman of the China Optical Network Symposium, said that the 400G era has opened. Data centers (DCs) are the first to open the transition to 400G, and 400G has opened applications in 2019 and will become dominant in 2023. T

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Dell'Oro Report: Global Optical Transport DWDM Equipment Market to Exceed $17 Billion by 2026

A new report from market research firm Dell'Oro Group says that demand for optical transport DWDM equipment is expected to exceed $17 billion by 2026. Over the next five years, sales of DWDM long-haul systems are expected to grow faster than WDM metro systems.

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LightCounting: Strong demand for optical modules from cloud companies

Recently, LightCounting released the latest edition of its market report. With all companies reporting for the first quarter of 2022, the results show that the optical device industry continues to benefit from strong market demand, despite supply issues that have constrained sales for many companies. A number of suppliers provided solid guidance for the quarter, indicating another record second quarter of 2022.

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Interlayer Xutron: positioned to do LIDAR OEM/ODM business 800G optical module mass production and shipment in the fourth quarter of this year

Recently, ZTE (300308.SZ) revealed in the investor interactive platform: ZTE always focuses on the R&D and innovation of optical module technology, and continues to promote the iteration of product updates and development in the direction of high speed, miniaturization and low power consumption, which can meet the network demand of higher bandwidth, higher speed and lower latency for various advanced application scenarios in the future.

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Data Center Industry Chain In-depth Analysis

The State Council issued the "14th Five-Year Plan" for the development of the digital economy proposed to promote the development of cloud-network synergy and computing network integration. Accelerate the construction of computing power, algorithms, data, application resources synergy of the national integrated big data center system.

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Data center will evolve to "four high" in the future

Building new infrastructure has become a national strategy. As a basic platform to carry storage, transmission and arithmetic needs, and a physical base to support the application of new generation digital technologies such as artificial intelligence, cloud computing and blockchain, data centers have become an important element of new infrastructure construction.

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Data center switch market spending to approach $100 billion over the next five years

Recently, Dell'Oro Group reported that the global data center Ethernet switch market is expected to grow at a compound annual growth rate of nearly double digits between 2021 and 2026, with cumulative spending approaching $100 billion over the next five years. Speeds of 400 Gbps and higher are expected to account for half of the spending, with 800 Gbps surpassing 400 Gbps by 2025.

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Report: Global Data Center Switch Market to Reach $19.8 Billion by 2027

A data center switch is a high-performance switch used primarily by large enterprises and cloud providers that rely heavily on virtualization. It can be deployed throughout the data center or can be attached to a two-tier or one-tier flat grid or fabric architecture.

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IDC: 588 billion switch market in the second quarter of 2022

On September 9, 2022, IDC released the Worldwide Ethernet Switches Quarterly Tracker Report and Worldwide Routers Quarterly Tracker Report. The global Ethernet switch market grew 14.6% year-over-year in the second quarter of 2022, reaching $8.5 billion (58.817 billion RMB) in revenue.

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