Industry News
Global Ethernet transceiver sales will grow?
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Author : JIUZHOU
Update time : 2024-04-19 13:49:30
A market research institution predicts that global Ethernet transceiver sales will grow by 40% in 2024. A market research organization has updated the "High Speed Ethernet Optics Report".
Ethernet transceiver vendors often experience market ups and downs, but seeing a market decline can still be worrying."
In 2019, demand for Ethernet transceivers decreased. This was mainly because cloud computing companies, who are now the dominant market players, cutting back on their spending.
The bleak market outlook in early 2023 is caused by cloud computing companies cutting spending again at the end of 2022.
The market research company previously estimated a 5-10% decrease in Ethernet optical transceiver sales for 2023. But the market maintained single-digit growth.
In the last report, the market research firm raised its forecast for 400G/800G transceiver sales.
The analyst firm made adjustments to its forecasts in this report. They now expect growth to be revised to 40% in 2024 and more than 20% in 2025. As for growth in 2026-2027, they will project double digits.
The moment of this downturn is uncertain. We are certain that this will occur eventually. The market research company predicts that the market will slow down slightly in 2028-2029. They expect the market to grow by single-digit percentages during that time.
However, it's highly probable that we will witness another steep drop. A rebound ensued, in line with the market upheaval experienced over the previous 15 years.
Concerns about a downturn have lessened, yet they persist in influencing the expenditure of telecom providers. Because the revenue of these operators is not growing.
Nonetheless, we can't definitively predict a recession until it truly starts. It took economists six months to formally announce the previous recession. In the meantime, our focus will be on deliberating the schedule of economic revival.
One thing that is clear is that optics play a pivotal role in data centers and other worldwide network infrastructure. The latest progress in generative artificial intelligence adds to the anticipation for the future. Bear this in mind when navigating through market volatility.
Ethernet transceiver vendors often experience market ups and downs, but seeing a market decline can still be worrying."
In 2019, demand for Ethernet transceivers decreased. This was mainly because cloud computing companies, who are now the dominant market players, cutting back on their spending.
The bleak market outlook in early 2023 is caused by cloud computing companies cutting spending again at the end of 2022.
The market research company previously estimated a 5-10% decrease in Ethernet optical transceiver sales for 2023. But the market maintained single-digit growth.
In the last report, the market research firm raised its forecast for 400G/800G transceiver sales.
The analyst firm made adjustments to its forecasts in this report. They now expect growth to be revised to 40% in 2024 and more than 20% in 2025. As for growth in 2026-2027, they will project double digits.
The moment of this downturn is uncertain. We are certain that this will occur eventually. The market research company predicts that the market will slow down slightly in 2028-2029. They expect the market to grow by single-digit percentages during that time.
However, it's highly probable that we will witness another steep drop. A rebound ensued, in line with the market upheaval experienced over the previous 15 years.
Concerns about a downturn have lessened, yet they persist in influencing the expenditure of telecom providers. Because the revenue of these operators is not growing.
Nonetheless, we can't definitively predict a recession until it truly starts. It took economists six months to formally announce the previous recession. In the meantime, our focus will be on deliberating the schedule of economic revival.
One thing that is clear is that optics play a pivotal role in data centers and other worldwide network infrastructure. The latest progress in generative artificial intelligence adds to the anticipation for the future. Bear this in mind when navigating through market volatility.
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