Optical Line Systems (OLS)
Market Data | 2Q 2026 | MD-OLS-101
| 出版 | ABI Research |
| 出版年月 | 2026年06月 |
| 図表数 | 16 |
| ベーシックライセンス | USD 1,950 |
| 種別 | 英文調査報告書 |
| 商品番号 | SMR-24448 |
リサーチハイライト
- 分散型AIインフラは、光技術における「スケール・アクロス（scale-across）」の機会を拡大させています。
- 米国および欧州におけるスケール・アクロス市場の規模は、2026年に7億5,000万米ドル、2035年には50億米ドルに達する見込みです。
- 光技術のスタックは現在、実質的に分離・構成要素化（ディスアグリゲーション）が進んでいますが、ソフトウェア分野は依然として一部に集中しています。
- 既存の光技術ベンダーが、依然として最も強力な競争力を維持しています。
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Actionable Benefits
- Identify how OLS revenue for scale-across will materialize.
- Understand if North America or Europe will drive deployment.
- Identify which group of companies will drive scale across: hyperscalers, neoclouds, or sovereign cloud providers.
- Assess market size and position strategic investments accordingly.
Research Highlights
- Distributed AI infrastructure is accelerating the scale-across optical opportunity.
- The scale-across market in the United States and Europe will be worth US$750 million in 2026, increasing to US$5 billion in 2035.
- The optical stack is now materially disaggregated, but software remains concentrated.
- Incumbent optical vendors still hold the strongest competitive position.
Critical Questions Answered
- Where is OLS becoming strategically important for scale-across Artificial Intelligence (AI) data center connectivity?
- Which customer segments will drive OLS scale-across growth over the forecast period?
- How big is the OLS market for scale-across?
- How will the OLS market grow outside hyperscaler Tier Ones?
Who Should Read This?
- Hyperscaler network architects.
- Neocloud infrastructure leads.
- Optical transport product managers.
- Data center connectivity planners.
- Telecommunications strategy executives.
Tables
- Tier One Hyperscaler OLS Activations by Capacity, North America: 2026 to 2035
- Tier Two Hyperscaler OLS Activations by Capacity, North America: 2026 to 2035
- Sovereign/Government OLS Activations by Capacity, North America: 2026 to 2035
- Neocloud OLS Activations by Capacity, North America: 2026 to 2035
- Tier One Hyperscaler OLS Activations by Capacity, Europe: 2026: to 2035
- Tier Two Hyperscaler OLS Activations by Capacity, Europe: 2026: to 2035
- Sovereign/Government OLS Activations by Capacity, Europe: 2026: to 2035
- Neocloud OLS Activations by Capacity, Europe: 2026: to 2035
- Tier One Hyperscaler OLS Revenue by Capacity, North America: 2026 to 2035
- Tier Two Hyperscaler OLS Revenue by Capacity, North America: 2026 to 2035
- Sovereign/Government OLS Revenue by Capacity, North America: 2026 to 2035
- Neocloud OLS Revenue by Capacity, North America: 2026 to 2035
- Tier One Hyperscaler OLS Revenue by Capacity, Europe: 2026: to 2035
- Tier Two Hyperscaler OLS Revenue by Capacity, Europe: 2026: to 2035
- Sovereign/Government OLS Revenue by Capacity, Europe: 2026: to 2035
- Neocloud OLS Revenue by Capacity, Europe: 2026: to 2035