Modern Market Research for Networking Communications

Cignal AI provides active and insightful market research for the networking component and equipment market as well as its end customers.

Transport Hardware & Markets Report

Comprehensive vendor market share and forecasts for optical and routing hardware, spanning global regions, equipment types, customer verticals, and hardware applications.

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Active Insight Reports

Stay informed with concise, real-time reports of company performance, product announcements, industry events, and in-depth explorations of critical technology and market developments.

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Optical Component Report

Exceptionally detailed shipment database for Datacom and Telecom optical modules and components as well as revenue based vendor performance and market analysis.

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Latest Active Insight

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Coherent 4Q24 Vendor Summary Report

Datacom continues to grow, telecom turns the corner, and optical circuit switching finally gets a…

February 18, 2025

Lumentum 4Q24 Vendor Summary Report

Datacom revenue growth returns with the announcement of new transceiver customers, and telecom has finally…

February 14, 2025

Fujitsu 4Q24 Vendor Summary Report

Business ticks up in North America as weakness persists in Japan. OpenROADM 400G is shipping,…

February 12, 2025

Datacom Optics – The AI Winners

Two years into the AI boom, a look back at the vendors who benefited.

February 10, 2025

CPO is Turning the Corner

The inevitable technology that hasn't happened - yet.

February 5, 2025

Coherent Optics: It’s a Pluggable World

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will…

February 5, 2025

Optical Component Startup Tracker

The number of venture-backed optical component startups has exploded - the Optical Component Start-Up Tracker…

January 17, 2025

Ciena 4Q24 Vendor Summary Report

Big ramp in 400ZR shipments, service provider orders outpace revenue for the first time in…

January 16, 2025

The Optical Circuit Switching Market – 1Q25

In this update to our OCS report we cover more vendors and technologies, investigate more…

January 14, 2025

Coherent 3Q24 Vendor Summary Report

Insatiable AI demand propels Coherent’s revenue growth in Datacom while new optimism emerges for Telecom.

November 20, 2024

Infinera 3Q24 Vendor Summary Report

Revenue drops -15% YOY while Gen90P shipments continue at a rapid pace.

November 18, 2024

Lumentum 3Q24 Vendor Summary Report

Lumentum called the Telecom market bottom and revenues shot up QoQ. Datacom revenues declined due…

November 14, 2024

Featured Reports

By Scott Wilkinson In Active Insight

GEN120+ Coherent Trials and Deployments

By Kyle In Active Insight

IP-over-DWDM Pluggables Forecast

By Scott Wilkinson In Active Insight

Optical Component Startup Tracker

By Scott Wilkinson In Active Insight

The Optical Circuit Switching Market – 1Q25

Press Releases

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Optical Circuit Switching Market to Exceed $1B by 2028

Compelling Usage in AI Applications Driving Widespread Adoption

January 15, 2025

Over 20 Million 400G & 800G Datacom Optical Module Shipments Expected for 2024

AI Deployments Create Unprecedented Ramp in Datacom Optics

January 7, 2025

Metro WDM Market Faces Shift as Operators Move to Pluggable Coherent Optics

Hyperscale Operators Grow Hardware Spending 7%

December 19, 2024

Datacom Optical Component Revenue Doubles in 2Q24

Record pluggable coherent shipments are not enough to reverse Telecom revenue weakness

September 10, 2024

IP-over-DWDM Port Deployments to Top 700k in 2027

Cloud Operators Drive Adoption of Converged Architecture

August 6, 2024

Demand for Datacom Optical Modules Reaches Record Levels in 1Q24

400 and 800GbE module shipments jump more than 25% QoQ

June 11, 2024

Optical and Routing Hardware Spending Drops 15% in 1Q24

Excluding Growth in China, Sales Declined 21%

May 29, 2024

AI Deployment Accelerates 800GbE Optical Growth

Coherent optics growth is healthy but Telecom component market remains in doldrums

April 22, 2024

Cloud Spending on Optical Transport Jumps 46% in 4Q23

Traditional Service Provider Spending Remains Weak

February 22, 2024

30% of Metro WDM Hardware Spending to Shift to Router-hosted Coherent Pluggables

IPoDWDM represents a $1.6B Opportunity by 2026

August 31, 2023

WDM Transport Spending Weakens During 2Q23

Network Operators Absorb Inventory and Pause Orders

August 21, 2023

Linear Drive will be a Small Fraction of 800GbE Market

Promise of Power Reduction but Challenges Will Limit Deployment

August 8, 2023