According to the latest research report, so far, the impact of coVID-19 on the optical network hardware market is very limited. If the world is not affected by the second coVID-19 outbreak, the optical network hardware market demand is expected to be very strong in the second half of 2020.
Global network hardware revenues fell by only 3% in the first quarter of 2020 compared with the first quarter of 2019. North America was the only region to post year-on-year growth in the first quarter of 2020, driven mainly by ICP and 5G infrastructure. Europe, Middle East and Africa (EMEA) and North America (NA) are likely to suffer more in the second quarter of 2020 as many businesses shut down in April and May.
Meanwhile, the industry has predicted the development of 400G high-speed optical module:
◇At present, 400G+ is dominated by embedded solutions
◇Currently 400G is transitioning to 600G and 800G
◇Out of 400G+, 600G and 800G are generated
◇The 400G pluggable modem will be on the market in the second half of 2020
- DCI, man and regional networks
- DCI using QSFP-DD or OSFP format of 400ZR
- Metropolitan area Network - Use CFP2
◇Pluggable modules are expected to dominate DCI and urban access
◇Embedded modems are expected to dominate long distance (LH) and undersea transmission
