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Global optical module sales reach $4.25 billion in H1 2022
Time: 2022-09-20
Lightcounting published the latest quarterly report on Global Optical Module Market, updating the global Optical Module market size statistics of Q1 and Q2 2022, and releasing the latest research results on various industries in the upstream and downstream of the optical communication industry chain. Details are as follows :
⦁ Industry Size: 2022 Q2, Global Optical Module Quarterly Sales Resume Growth
According to the latest statistics from LightCounting, the global optical module market size reached USD 2.016/2.235 billion in Q1 and Q2 2022, respectively.In the first half of 2022, the global optical module market size increased by 25.17% year-on-year, of which Q2 increased by 23.18% year-on-year, and 10.86% YoY.In its report, LightCounting pointed out that the global economic downturn has continued to be a cause for concern, and that the global market is still in the doldrums. report that concerns about the continuing global economic downturn remain an important factor affecting the growth of demand for optical modules.
⦁ Counting market: 200G optical module demand growth, overall market demand to be recovered
The global Ethernet optical module market share in Q1 and Q2 2022 amounted to USD 1,112/ 1,207 million respectively, and the sales revenue in Q2, although lower than the record high in Q4 2021, increased by 12.00% year-on-year, and 8.60% sequentially.The demand for 400G optical modules, which was expected to be the best in the world in 2022, still showed a downturn, which affected the overall performance of the digital communication optical module market. Overall performance. Demand for relatively low-cost 200G digital pass optical modules maintained steady growth.
⦁ Telecom Market: Strong Demand for DWDM, Stabilized Rebound in the Access Network Market
With the bulk shipment of 400ZR and 400ZR+ modules, the global DWDM optical module market share reached USD 440/473 million in Q1 and Q2 2022, representing a year-on-year growth of 95.86%/85.59%, and a YoY growth of 7.74%/7.51%, respectively. 2022 Q2, the worldwide demand for FTTx optical modules for wireline access networks and wireless front-end optical module demand began to pick up.
⦁ Industry trends: downstream investment growth slows down, supply chain problems remain
In the first half of 2022, the capital expenditures of both cloud vendors and telecom operators maintained growth globally, but both showed signs of slowing down in Q2. Cloud vendors' capex growth was below 20% for the first time since Q3 2020. Telecom operators' capex growth slowed from H2 2021. In terms of supply chain, II-VI, Ciena and many other companies said that the problem still exists and may continue in 2022 Q3, supply chain problems are still one of the main factors affecting the industry boom.
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