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

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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Lumentum 1Q25 Vendor Summary Report

Telecom components continue to recover, EMLs buoy Datacom revenues, and transceiver sales are poised to…

May 14, 2025

Tracking the Coherent DSP Supply Chain – 2025

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

May 13, 2025

OCP25 EMEA Summit Report

1MW racks, 200G LRO, and 100G LRO VCSELs

May 2, 2025

Ciena 1Q25 Vendor Summary Report

Ciena's SP business is on the rebound, but where is the AI Cloud surge?

April 28, 2025

OIF’s 448G Workshop: The Need for Speed

Cignal AI presented at the OIF's 448Gbps workshop. Here's a summary.

April 21, 2025

Gauging the Optical Industry’s Sentiment on the Trade War

Industry leaders are generally pessimistic about sustaining current growth.

April 17, 2025

Updated: Nokia Acquires Infinera

Two Markets, Two Product Lines

April 10, 2025

OFC 2025 Show Report

CPO, 400G PAM-4, IPoDWDM with ZR, and copies of our show floor presentations.

April 9, 2025

Co-Packaged Optics: Market and Technology Update

The state of the CPO market and outlook for future progress.

February 27, 2025

Nokia 4Q24 Vendor Summary Report

Nokia sees light at the end of the spending downturn tunnel, but Optical and Routing…

February 26, 2025

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

Featured Reports

By Scott Wilkinson In Active Insight

GEN120+ Coherent Trials and Deployments

By Scott Wilkinson In Active Insight

Optical Component Startup Tracker

By Scott Wilkinson In Active Insight

The Optical Circuit Switching Market – 1Q25

By Kyle In Featured

IP-over-DWDM Pluggable Revenue Forecast

Press Releases

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800GbE Optics Shipments to Grow 60% in 2025

400/800ZRx Shipments Expected to Surpass 600k Units

May 7, 2025

Co-Packaged Optics: Inevitable but Not Imminent

Copper Replacement Remains the Killer Application

February 27, 2025

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