Industry News
4Q23 Data Communication Devices & Telecom Devices
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Author : JIUZHOU
Update time : 2024-03-22 11:42:56
The Q423 telecommunications and data communications sectors are highly polarized. The data communication device market increased by 25% year-on-year. The telecommunications device market fell by 25% year-on-year.
Cloud computing market spending continues to increase. Telecom operators are barely keeping their networks running.
What is data communication equipment? It refers to the general term for switching equipment, transmission equipment and terminal equipment in data communication systems.
A market research organization released the "First Quarter 2024 Market Update".
The market research firm expressed this view. This is not the first time the optical communications industry has shown performance differences between the telecom and datacom sectors.
In the fourth quarter of 2023, the sales of 800G Ethernet transceivers exceeded the sales of 400G modules for the first time. Supplier deliveries of 800G 2xFR4 and FR8 modules to Google exceeded expectations. In terms of shipments, it increased 2 times month-on-month and 30 times year-on-year.
Not surprisingly, Google's suppliers are expecting a pause in the first half of 2024, but demand has not gone away. Although the first shipments of these 4x200G and 8x200G transceivers are expected in the second half of 2024. But sales of 800G (8x100G) modules will continue to grow in 2024-2025.
There are signs of a resurgence in demand for various Ethernet transceivers from many other cloud computing companies. But a sharp drop in average selling prices limited sales growth.
In the most extreme example, as of late last year. The price of 400G SR8 transceiver has dropped by 50% compared with the end of 2022.
With the initial deployment of 400G solutions in long-distance and regional networks.
Cloud computing market spending continues to increase. Telecom operators are barely keeping their networks running.
What is data communication equipment? It refers to the general term for switching equipment, transmission equipment and terminal equipment in data communication systems.
A market research organization released the "First Quarter 2024 Market Update".
The market research firm expressed this view. This is not the first time the optical communications industry has shown performance differences between the telecom and datacom sectors.
In the fourth quarter of 2023, the sales of 800G Ethernet transceivers exceeded the sales of 400G modules for the first time. Supplier deliveries of 800G 2xFR4 and FR8 modules to Google exceeded expectations. In terms of shipments, it increased 2 times month-on-month and 30 times year-on-year.
Not surprisingly, Google's suppliers are expecting a pause in the first half of 2024, but demand has not gone away. Although the first shipments of these 4x200G and 8x200G transceivers are expected in the second half of 2024. But sales of 800G (8x100G) modules will continue to grow in 2024-2025.
There are signs of a resurgence in demand for various Ethernet transceivers from many other cloud computing companies. But a sharp drop in average selling prices limited sales growth.
In the most extreme example, as of late last year. The price of 400G SR8 transceiver has dropped by 50% compared with the end of 2022.
With the initial deployment of 400G solutions in long-distance and regional networks.
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