Decline in Q1 2019 Spending by the Cloud Companies Raises Concerns for the Global Optical Communications Market

摘要

Infrastructure investments by the Cloud companies supported the sales growth of optical communications equipment, modules and components since 2010. Combined spending of the top 15 Cloud vendors tracked by LightCounting set a new record of close to $100 billion in 2018, but a sharp decline in spending reported in Q1 2019 raises concerns.