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This is Transmit, a monthly summary of our latest research and important trends in the industry.
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2Q22 Optical Component Report
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- 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.
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Scott Wilkinson's Market Focus presentation slides are also available for download.
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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.
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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!
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November 7-11, 2022 - Japan Customer Visits
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November 14–17, 2022 - SC22 - Dallas, Texas
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November 17, 2022 - Investor Visits - New York City
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December 6, 2022 - Marvell Analyst Day - San Jose, California
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March 7-9, 2023 - OFC 2023 - San Diego, California
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