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This is Transmit, a monthly summary of our latest research and important trends in the industry.

2Q22 Optical Component Report

We released our latest quarterly Optical Component report on September 16th.
  • Datacom module and component revenue growth forecast for 2022 was cut from +23% to +16% as 400G module demand eased, particularly DR4 from Amazon.
  • We added unit forecasts for 800GbE and 1.6TbE optical modules, though shipments of 800GbE remain limited.
  • Gen 60C (400G coherent pluggable) shipments grew over 30% QoQ but are slowing as operators struggle to install large amounts of inventory.

Live Report Presentation

October 6th, 11 AM ET
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Download ECOC Slides

Our 6-page ECOC 2022 show report was published last week for clients.

Scott Wilkinson's Market Focus presentation slides are also available for download.

Ciena Vendor Report

Our summary of Ciena's calendar 3Q22 results is available to clients. While the company experienced a -21% drop in revenue, its troubles do not appear to indicate an industry-wide worsening of supply chain conditions, as industry checks do not reveal similar problems among competitors.

Cignal AI in the News

Lots of mentions of Cignal AI in the past month, including press releases from the following companies. We keep a running list here - let us know if we missed yours!
Innolight logo
Marvell logo
Source Photonics Logo

Upcoming Events

November 7-11, 2022 - Japan Customer Visits
November 14–17, 2022 - SC22 - Dallas, Texas
November 17, 2022 - Investor Visits - New York City
December 6, 2022 - Marvell Analyst Day - San Jose, California
March 7-9, 2023 - OFC 2023 - San Diego, California