Modern Market Research for Optical Networking Communications
Cignal AI provides active and insightful market research for the networking component and equipment market as well as its end customers. Our work blends expertise from a variety of disciplines to offer a unique, informed perspective on the continuous evolution of networking communications, and includes both quantitative and qualitative analysis of the technology markets.
Scott Wilkinson, Lead Analyst for Optical Hardware, recently moderated a discussion on “Disaggregation Strategies & Transport SDN” in advance of the NGON & DCI World conference in Nice. Scott talked with Juan Pedro Fernandez of Telefonica about that carrier’s drivers, implementations, and plans for deploying a disaggregated optical network.
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LightReading summarized the challenges faced by Neophotonics as a result of the ban on component shipments to Huawei. The article quoted Andrew Schmitt at length about the potential outcome of the ban and the prospect for M&A activity involving Neophotonics as a result.
OIF standardization initiatives catalyzed a transition from multiple proprietary tunable laser solutions to a nearly universally used standard
Cloud operator spending on optical hardware grew almost 50 percent year-over-year to reach well over over $1 billion in 2018, according to the most recent (4Q18) Optical Customer Markets Report from research firm Cignal AI.
Incumbent operator spending in Asia remains strong and now represents 35% of all optical hardware spending worldwide according to the 3Q18 Optical Markets Report.
Before OFC, Acacia highlighted progress towards bringing the AC1200 optical module and Pico DSP to production with customer field trials of its components in Adva and Cisco equipment.