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This is Transmit, a monthly summary of our latest research and important trends in the industry.
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Webinar: Terabit Coherent Optics
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February 23rd, 2023 - 11 AM EST
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The latest 1.2 Terabit 120+ GBaud coherent optics are arriving. Hear about this new technology’s cost and performance benefits from:
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- Glenn Wellbrock, Director of Optical Transport Planning - Verizon
- Tom Williams, VP of Marketing - Acacia Communications
- Serge Melle, Director, Optical Product Marketing - Nokia
- Kyle Hollasch, Lead Analyst Transport Hardware - Cignal AI
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Free - Read about key OFC23 technology trends
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Microsoft keeps its foot on the capex gas; Intel exits Ethernet switching.
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A small but rapidly growing company rides the wave of open networking, disaggregation, and IP-over-DWDM.
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400GbE Module Shipments up 50%
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Highlights
- Datacom optical component revenue recovered from a two-quarters decline to post solid gains in Q3, led by 400GbE optical modules.
- Innolight and Coherent (formerly II-VI) drove growth with their expanded shipments into hyperscale applications.
- Lumentum remains the leading component supplier in the Telecom segment, in which overall revenue grew 6% YoY.
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February 13-15, 2023 - NANOG (speaking) - Atlanta, Georgia
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March 7-9, 2023 - OFC 2023 (speaking) - San Diego, California
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April 25-26, 2023 - Nokia Wavelengths (speaking) - Vienna, Austria
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May 31 - June 1 - NGON - Nice, France
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June 28-30 - FOE - Tokyo, Japan
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