
Jimmy Yu
Vice President
Optical transport technology and architecture continue to evolve, with the latest development being Disaggregated WDM and IPoDWDM, both of which are enhanced by ZR/ZR+ coherent optical plugs.
The major sub-systems required for long-distance optical transmission using WDM technology are the transponder and the optical line system (OLS). And, over the past two decades, network equipment buyers (cloud providers and communication service providers) have requested the ability to purchase these sub-systems independently of each other with interoperability across the vendor landscape, allowing them to buy the best products without vendor lock-in. This disaggregation of WDM also includes the separation of WDM optics from the transponder unit when a pluggable form factor is available, which began to occur with the introduction of ZR/ZR+ optical plugs in 2020.
Due to their small size and low heat dissipation, ZR/ZR+ coherent optics have enabled DWDM transmission functionality to extend beyond an optical transponder system and into routers or Ethernet switches. This architecture is often referred to as IP-over-DWDM or IPoDWDM.
The IPoDWDM and Disaggregated WDM ARR aims to answer critical market questions, including:
- What is the market size for the main sub-systems (transponder unit, optical line system, ZR/ZR+ optical plug) that comprise Disaggregated WDM?
- What is the adoption rate of IPoDWDM, and how does it compare to traditional WDM transponder units?
- How many ZR/ZR+ optical plugs shipped last quarter, and how many will be needed in the next five years?
- Will demand for IPoDWDM continue to grow beyond metro DCI and hyperscale customers?
This report includes tables showing manufacturers’ revenue both quarterly and a 5-year forecast:
Segments:
- IPoDWDM
- Disaggregated WDM
- ZR/ZR+ Optical Plug
Port Speed:
- 100/200/400/800 Gbps
- 2/1.6 Tbps
Regions: Worldwide