Skip to main content

Dell’Oro Group forecasts IPoDWDM market growth at 27% CAGR

Source Decision Insights Record Published June 16, 2026 Companies 5
Human View Machine View

5 companies named across 4 categories, one of 231 articles referencing Nokia. Previous coverage: Nokia Introduces Agentic AI Framework in Network Services Platform (Jun 2026).

Companies mentioned

Best suited for

Seniority
Analyst
Job function
Network / Network Architect
Buyer role
Decision Maker / Budget Holder
Decision stage
Which to buy
Adoption curve
Early Majority
Technology maturity
Operational Expansion
Industry
Information Technology / Software & Services / IT Services / Cloud Services

Our classification, not the publisher's statement. Best suited for, not only for.

Dell’Oro Group forecasts IP-over-DWDM (IPoDWDM) market growth at a 27% compound annual growth rate through 2030, citing demand tied to AI infrastructure and a shift toward ZR+ optical pluggable modules as scale-across data center interconnect expands.

Market outlook for IPoDWDM and disaggregated WDM

Dell’Oro Group’s IPoDWDM and Disaggregated WDM report projects IPoDWDM revenue to surpass $7 billion by 2030, with growth forecast at a 27% CAGR over the next five years.

The firm says deployment of scale-across data center interconnect (DCI) is expected to drive a portion of the growth and move the market toward ZR+ optical pluggable modules beginning in 2026.

What is driving demand

Jimmy Yu, Vice President at Dell’Oro Group, said, “AI is driving the market demand for optical transport equipment, especially ZR/ZR+ optics for IPoDWDM.”

Yu added that “we have had to raise our forecasts across multiple technology segments,” referencing IPoDWDM and Disaggregated WDM used for connecting front-end systems across metro and long-haul spans.

Quarterly findings and supplier notes

Dell’Oro Group estimates IPoDWDM revenue grew over 30% year-over-year in 1Q 2026, driven by demand for 800 ZR+ optics.

The note says Cisco Acacia led ZR/ZR+ module shipments in the quarter, while Marvell had the next highest shipment share.

ZR/ZR+ pluggable modules and disaggregated WDM growth

ZR/ZR+ optical pluggable module shipments, most installed on a router and switch, are forecast to grow at a five-year CAGR of 29%.

The firm reports that disaggregated WDM grew 50% year-over-year in the quarter and continued to outperform the integrated systems market.

Ciena held the highest disaggregated WDM market share at approximately 40%, followed by Nokia as the next highest share holder.

Forecast for disaggregated WDM

Disaggregated WDM is forecast to grow at a five-year CAGR of 17%, approaching $13 billion by 2030.

Dell’Oro Group attributes the forecast to demand from both cloud providers and communication service providers (CSPs).

This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.

Blog post, originally published at delloro.com.

Mentions

Structured data (JSON-LD)

The schema.org markup this page publishes for search engines and AI agents, exactly as they read it.

[
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/#website",
    "@type": "WebSite",
    "name": "Decision Insights",
    "potentialAction": {
      "@type": "SearchAction",
      "target": {
        "@type": "EntryPoint",
        "urlTemplate": "https://decisioninsights.ai/search/?q={search_term_string}&submit=1"
      }
    },
    "publisher": {
      "@id": "https://decisioninsights.ai/#organization"
    },
    "url": "https://decisioninsights.ai"
  },
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/#organization",
    "@type": "Organization",
    "contactPoint": {
      "@type": "ContactPoint",
      "contactType": "customer support",
      "email": "[email protected]"
    },
    "description": "Decision Insights is a Registry of technology companies, open source projects, and industry terms, built for people and for AI agents that need sourced, structured information.",
    "logo": {
      "@type": "ImageObject",
      "url": "https://wiretap-cdn-assets.nyc3.cdn.digitaloceanspaces.com/decision-insights/[email protected]"
    },
    "name": "Decision Insights",
    "parentOrganization": {
      "@type": "Organization",
      "name": "Wiretap Labs",
      "sameAs": [
        "https://www.linkedin.com/company/wiretap-labs",
        "https://www.crunchbase.com/organization/wiretap-labs"
      ],
      "url": "https://wiretaplabs.com"
    },
    "publishingPrinciples": "https://decisioninsights.ai/standards/",
    "sameAs": [
      "https://www.linkedin.com/company/decisioninsights"
    ],
    "url": "https://decisioninsights.ai"
  },
  {
    "@context": "https://schema.org",
    "@type": "BreadcrumbList",
    "itemListElement": [
      {
        "@type": "ListItem",
        "item": "https://decisioninsights.ai",
        "name": "Decision Insights",
        "position": 1
      },
      {
        "@type": "ListItem",
        "item": "https://decisioninsights.ai/records/",
        "name": "Records",
        "position": 2
      },
      {
        "@type": "ListItem",
        "item": "https://decisioninsights.ai/delloro-group-forecasts-ipodwdm-market-growth-at-27-cagr/",
        "name": "Dell’Oro Group forecasts IPoDWDM market growth at 27% CAGR",
        "position": 3
      }
    ]
  },
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/delloro-group-forecasts-ipodwdm-market-growth-at-27-cagr/#blogposting",
    "@type": "BlogPosting",
    "about": {
      "@id": "https://decisioninsights.ai/registry/dell-oro-group/#organization",
      "@type": "Organization",
      "mainEntityOfPage": "https://decisioninsights.ai/registry/dell-oro-group/",
      "name": "Dell'Oro Group"
    },
    "articleSection": [
      "Data Center",
      "Network Operator"
    ],
    "audience": [
      {
        "@type": "Audience",
        "additionalType": "Seniority",
        "audienceType": "Analyst"
      },
      {
        "@type": "Audience",
        "additionalType": "Job function",
        "audienceType": "Network / Network Architect"
      },
      {
        "@type": "Audience",
        "additionalType": "Buyer role",
        "audienceType": "Decision Maker / Budget Holder"
      },
      {
        "@type": "Audience",
        "additionalType": "Adoption curve",
        "audienceType": "Early Majority"
      },
      {
        "@type": "Audience",
        "additionalType": "Technology maturity",
        "audienceType": "Operational Expansion"
      },
      {
        "@type": "Audience",
        "additionalType": "Industry",
        "audienceType": "Information Technology / Software & Services / IT Services / Cloud Services"
      }
    ],
    "author": {
      "@id": "https://decisioninsights.ai/author/decision-insights-signals/#person",
      "@type": "Person",
      "name": "Decision Insights Record",
      "url": "https://decisioninsights.ai/author/decision-insights-signals/"
    },
    "dateModified": "2026-08-23T13:22:02-06:00",
    "datePublished": "2026-06-16T08:17:32-06:00",
    "description": "Dell’Oro Group forecasts 27% CAGR growth for IPoDWDM through 2030 and projects a shift toward ZR+ optics with scale-across DCI.",
    "headline": "Dell’Oro Group forecasts IPoDWDM market growth at 27% CAGR",
    "isBasedOn": {
      "@type": "CreativeWork",
      "sourceOrganization": {
        "@id": "https://decisioninsights.ai/registry/dell-oro-group/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/dell-oro-group/",
        "name": "Dell'Oro Group"
      },
      "url": "https://www.delloro.com/news/ipodwdm-market-forecast-to-grow-at-27-percent-cagr/"
    },
    "keywords": [
      "Market",
      "Optical Networking"
    ],
    "mainEntityOfPage": {
      "@id": "https://decisioninsights.ai/delloro-group-forecasts-ipodwdm-market-growth-at-27-cagr/",
      "@type": "WebPage",
      "sdDatePublished": "2026-08-23",
      "sdPublisher": {
        "@id": "https://decisioninsights.ai/#organization"
      }
    },
    "mentions": [
      {
        "@id": "https://decisioninsights.ai/registry/cisco-systems/acacia-communications/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/cisco-systems/acacia-communications/",
        "name": "Acacia Communications"
      },
      {
        "@id": "https://decisioninsights.ai/registry/ciena/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/ciena/",
        "name": "Ciena"
      },
      {
        "@id": "https://decisioninsights.ai/registry/dell-oro-group/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/dell-oro-group/",
        "name": "Dell'Oro Group"
      },
      {
        "@id": "https://decisioninsights.ai/registry/marvell/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/marvell/",
        "name": "Marvell Technology"
      },
      {
        "@id": "https://decisioninsights.ai/registry/nokia/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/nokia/",
        "name": "Nokia"
      }
    ],
    "publisher": {
      "@id": "https://decisioninsights.ai/#organization"
    }
  },
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/author/decision-insights-signals/#person",
    "@type": "Person",
    "description": "Press releases and independent analyst research, structured into concise summaries for research and monitoring. Produced under our Standards & Methodology.",
    "name": "Decision Insights Record",
    "sameAs": [
      "https://www.linkedin.com/showcase/decisioninsights/"
    ],
    "url": "https://decisioninsights.ai/author/decision-insights-signals/"
  }
]

Is this your company? Get structured data for your own pages