<p><strong>今年需求将超过供应</strong></p>
<p>, /PRNewswire/ -- 根据 Dell'Oro Group 最近发布的一份报告，该公司是电信、安全、网络和数据中心行业市场信息的可信来源，光传输设备市场预计将在 2026 年增长 16%，制造商收入将首次超过 180 亿美元，这是自 2000 年以来的首次增长，原因是 AI 数据中心带来的网络基础设施需求上升。</p>
<p>&#34;我们在 2026 年第一季度的突出表现后，将 2026 年全年的预测从 10% 上调至 16%，&#34; Dell'Oro Group 副总裁 Jimmy Yu 表示。&#34;我们估计光传输市场在今年第一季度同比增长了 20%，主要受数据中心互联需求的推动。然而，许多主要光学供应商注意到，随着交货时间的不断延长，订单积压正在增加。我们认为，供应可能是今年光传输市场增长率未能更高的最大因素，原因是所有 AI 数据中心的建设，&#34; Yu 补充道。</p>
<p>2026 年第一季度光传输季度报告的其他亮点：</p>
<ul>
<li>由于 WDM 系统和 IPoDWDM ZR/ZR+ 光可插拔模块的收入双位数增长，2026 年第一季度市场同比增长 20%。</li>
<li>与数据中心互联（DCI）直接采购相关的收入同比增长约 40%。</li>
<li>北美、欧洲和中东非洲（MEA）地区同比增长，而亚太和拉丁美洲则出现下降。</li>
<li>在过去四个季度的基础上，收入份额超过 80% 的主要光传输系统供应商包括华为、Ciena、诺基亚和中兴通讯。对于 IPoDWDM ZR/ZR+，主要供应商是 Marvell 和 Cisco Acacia。</li>
</ul>
<p><strong>关于报告</strong></p>
<p>Dell'Oro Group 光传输季度报告提供了市场的完整、深入的覆盖，包括制造商收入、平均售价和单位出货量（按速度最高可达 1.6 Tbps）的表格。该报告跟踪 DWDM 长途、WDM 城域、多服务复用器（SONET/SDH）、数据中心互联（城域和长途）、分散式 WDM 系统以及 IPoDWDM ZR/ZR+ 光学。要购买此报告，请通过 [email protected] 与我们联系。</p>
<p><strong>关于 Dell'Oro Group</strong></p>
<p>Dell'Oro Group 是一家市场研究公司，专注于电信、安全、企业网络和数据中心基础设施市场的战略竞争分析。我们的公司提供深入的定量数据和定性分析，以促进关键的基于事实的商业决策。有关更多信息，请联系 Dell'Oro Group，电话：+1.650.622.9400，或访问 https://www.delloro.com。</p>
<p>来源：Dell'Oro Group</p>
<p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwNTE5Jk5ld3NJdGVtSWQ9U0Y2MjYxMiZUcmFuc21pc3Npb25fSWQ9MjAyNjA1MTkwNTMwUFJfTkVXU19VU1BSX19fX19TRjYyNjEy?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwNTE5Jk5ld3NJdGVtSWQ9U0Y2MjYxMiZUcmFuc21pc3Npb25fSWQ9MjAyNjA1MTkwNTMwUFJfTkVXU19VU1BSX19fX19TRjYyNjEy"/></p>

讯远通信

中兴通讯

中兴通讯(ADR)

<p>根据 Dell'Oro Group 的报告，光传输设备市场预计将在 2026 年增长 16%，收入将超过 180 亿美元，这一增长主要受到人工智能数据中心需求的推动。2026 年第一季度，该市场实现了 20% 的同比增长，WDM 系统和数据中心互联 (DCI) 的收入显著增加。然而，供应链问题可能会限制进一步的增长。主要供应商包括华为、Ciena、诺基亚和中兴通讯</p>

<p><strong>Demand will Exceed Supply this Year</strong></p>
<div class="lb-trans"><p><strong>今年需求将超过供应</strong></p>
</div><p>, /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the Optical Transport equipment market is forecast to grow 16 percent in 2026, surpassing $18 billion in manufacturer revenue for the first time since the year 2000, due to the rising demand for network infrastructure brought on by AI data centers.</p>
<div class="lb-trans"><p>, /PRNewswire/ -- 根据 Dell'Oro Group 最近发布的一份报告，该公司是电信、安全、网络和数据中心行业市场信息的可信来源，光传输设备市场预计将在 2026 年增长 16%，制造商收入将首次超过 180 亿美元，这是自 2000 年以来的首次增长，原因是 AI 数据中心带来的网络基础设施需求上升。</p>
</div><p>&#34;We raised our full year 2026 forecast from 10 percent to 16 percent following standout results in the first quarter of 2026,&#34; said Jimmy Yu, Vice President at Dell'Oro Group. &#34;We estimate that the Optical Transport market grew 20 percent year-over-year in the first quarter of this year, driven by demand for data center interconnect. However, many key optical suppliers are noting a growing backlog of orders as lead times continue to stretch out. We think supply may be the biggest factor keeping the Optical Transport market's growth rate from being even higher this year due to all the AI data center build-outs,&#34; added Yu.</p>
<div class="lb-trans"><p>&#34;我们在 2026 年第一季度的突出表现后，将 2026 年全年的预测从 10% 上调至 16%，&#34; Dell'Oro Group 副总裁 Jimmy Yu 表示。&#34;我们估计光传输市场在今年第一季度同比增长了 20%，主要受数据中心互联需求的推动。然而，许多主要光学供应商注意到，随着交货时间的不断延长，订单积压正在增加。我们认为，供应可能是今年光传输市场增长率未能更高的最大因素，原因是所有 AI 数据中心的建设，&#34; Yu 补充道。</p>
</div><p>Additional highlights from the 1Q 2026 Optical Transport Quarterly Report:</p>
<div class="lb-trans"><p>2026 年第一季度光传输季度报告的其他亮点：</p>
</div><ul>
<li>The market grew 20 percent year-over-year in 1Q 2026 due to double-digit revenue increases in both WDM Systems and IPoDWDM ZR/ZR+ optical pluggable modules.</li>
<li>Revenue associated with direct purchases for data center interconnect (DCI) grew an estimated 40 percent year-over-year.</li>
<li>North America, Europe, and the Middle East Africa (MEA) regions grew year-over-year, while Asia Pacific and Latin America declined.</li>
<li>On a trailing four-quarter basis, the top Optical Transport Systems vendors with over 80 percent combined revenue share were Huawei, Ciena, Nokia, and ZTE. For IPoDWDM ZR/ZR+, the lead vendors were Marvell and Cisco Acacia.</li>
</ul>
<div class="lb-trans"><ul>
<li>由于 WDM 系统和 IPoDWDM ZR/ZR+ 光可插拔模块的收入双位数增长，2026 年第一季度市场同比增长 20%。</li>
<li>与数据中心互联（DCI）直接采购相关的收入同比增长约 40%。</li>
<li>北美、欧洲和中东非洲（MEA）地区同比增长，而亚太和拉丁美洲则出现下降。</li>
<li>在过去四个季度的基础上，收入份额超过 80% 的主要光传输系统供应商包括华为、Ciena、诺基亚和中兴通讯。对于 IPoDWDM ZR/ZR+，主要供应商是 Marvell 和 Cisco Acacia。</li>
</ul>
</div><p><strong>About the Report</strong></p>
<div class="lb-trans"><p><strong>关于报告</strong></p>
</div><p>The Dell'Oro Group Optical Transport Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers' revenue, average selling prices, and unit shipments (by speed up to 1.6 Tbps). The report tracks DWDM long haul, WDM metro, multiservice multiplexers (SONET/SDH), data center interconnect (metro and long haul), disaggregated WDM systems, and IPoDWDM ZR/ZR+ Optics. To purchase this report, please contact us at [email protected].</p>
<div class="lb-trans"><p>Dell'Oro Group 光传输季度报告提供了市场的完整、深入的覆盖，包括制造商收入、平均售价和单位出货量（按速度最高可达 1.6 Tbps）的表格。该报告跟踪 DWDM 长途、WDM 城域、多服务复用器（SONET/SDH）、数据中心互联（城域和长途）、分散式 WDM 系统以及 IPoDWDM ZR/ZR+ 光学。要购买此报告，请通过 [email protected] 与我们联系。</p>
</div><p><strong>About Dell'Oro Group</strong></p>
<div class="lb-trans"><p><strong>关于 Dell'Oro Group</strong></p>
</div><p>Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit https://www.delloro.com.</p>
<div class="lb-trans"><p>Dell'Oro Group 是一家市场研究公司，专注于电信、安全、企业网络和数据中心基础设施市场的战略竞争分析。我们的公司提供深入的定量数据和定性分析，以促进关键的基于事实的商业决策。有关更多信息，请联系 Dell'Oro Group，电话：+1.650.622.9400，或访问 https://www.delloro.com。</p>
</div><p>SOURCE Dell'Oro Group</p>
<div class="lb-trans"><p>来源：Dell'Oro Group</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjYwNTE5Jk5ld3NJdGVtSWQ9U0Y2MjYxMiZUcmFuc21pc3Npb25fSWQ9MjAyNjA1MTkwNTMwUFJfTkVXU19VU1BSX19fX19TRjYyNjEy" alt="" original-src="https://rt.prnewswire.com/rt.gif?NewsItemId=SF62612&amp;Transmission_Id=202605190530PR_NEWS_USPR_____SF62612&amp;DateId=20260519"/></p>

05:30 ETOptical Transport Equipment Market Forecast to Grow 16 Percent in 2026, According to Dell'Oro Group