02/26/2025, 06:06 AM UTC
2024年第四季度光传输市场增长45%，行业回暖迹象明显Q4 Optical Transport market up 45% y-o-y
➀ 2024年第四季度光传输设备市场同比增长约45%，尽管全年市场下降13%；
➁ 戴尔奥罗公司副总裁Jimmy Yu表示，强劲的第四季度增长表明供需接近平衡；
➂ 中国以外的市场在2024年第四季度环比增长约35%，北美地区连续第三个季度收入增长。
➀ The Q4 Optical Transport equipment market grew approximately 45% y-o-y, despite the full-year market falling 13%;
➁ Dell’Oro’s VP Jimmy Yu suggests that the strong fourth quarter growth indicates near equilibrium in supply and demand;
➂ The market outside of China grew about 35% sequentially in 4Q 2024, with North America experiencing a third consecutive quarter of revenue increase.
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