Welcome to TRANSMIT, our monthly newsletter on important news and trends in the optical industry, our latest research, and noteworthy upcoming events.

Cisco's Big Move: Buying Acacia

Two weeks ago, Cisco announced it was acquiring Acacia, a move that could transform the company into a market leader in a new era of pluggable coherent optics and disaggregated networks. Cisco was already a growing customer for Acacia and was poised to be one of the leading consumers of Acacia’s AC1200 module that is now reaching the market. Between Cisco’s previous Luxtera acquisition for short-reach optical technology and its current addition of Acacia for long reach coherent, the company will have deep vertical integration.

Cignal AI published a detailed analysis of the impact of this acquisition for Cisco and the overall market in our recent Active Insight article.

Compact Modular Optical Sales Reach $275M

Compact modular optical hardware is being used in more network applications than ever before, driving up sales during the first quarter of 2019 as reported in the latest Optical Applications Report. Worldwide, compact modular hardware sales are tracking to exceed $1 billion in revenue this year.

The report also includes the latest forecasts for 100/200/400G port shipments as well as updated vendor market share by coherent port speed.

Cloud and Colo Optical Hardware Spending Increases by 50% in North America

Cloud and Colo operator spending on optical communications hardware continued to spur market growth in the first quarter of 2019, according to Cignal AI’s 1Q19 Optical Customer Markets Report. Ciena leads in all sales to cloud operators.

The latest report is further enhanced and includes optical equipment vendor market share for all customer markets as well as updated forecasts through 2023. Clients can see this data in the latest Excel download or live Superdashboard.

Live Presentations on 1Q19 Reports

Clients Can See Live Replays and Download 1Q19 Presentations


2Q19 Revenue Tracker is Live

Our Hardware Tracker provides real-time market information as soon as it is announced. Results from Ciena, Nokia, and others are already included. Keep coming back to see the latest results.

International Telecoms Week (ITW) 2019

Principal Analyst Scott Wilkinson attended the 2019 International Telecoms Week, an event focused on the wholesale telecommunications market and attended primarily by network operators.

The presentations and panels centered on issues relevant to wholesale carriers, and the trade show floor held service providers, internet exchanges, and software vendors with automation and interconnectivity solutions.

400ZR Presentation at the OIF

Directing Analyst Andrew Schmitt will be speaking about the 400ZR and ZR+ market at OIF’s 3Q19 Meeting in Montreal on July 30 at 2 PM. A download and live replay of the presentation will be made available to clients.

News and Events

Nokia Warns of Possible China Pullback as Support for Local Vendors Grows
Except Nokia has much more to gain from Huawei being rolled back in countries outside China than they have to lose from sales inside China.

ADVA FSP 3000 TeraFlex Breaks Multiple Industry Records in Live Network Trial
The third equipment vendor to announce trials with Acacia 600G technology. 500G over 1000km.

Open Letter to Our Customers - Acacia Communications, Inc.
Commits to supporting external sales of existing and roadmap products to existing and new customers.

NeoPhotonics Celebrates Production Milestones for Key High-Speed Network Components
Has shipped over 1M narrow-linewidth tunable lasers for coherent links. Just over 1M coherent ports in total have shipped since coherent technology was introduced; this means Neo has majority market share for this component.

Optics to Power Corning's New Four-Year Growth Plan
Corning reports a strong four-year growth forecast based on 5G and hyperscale datacenter demand.
July 30-31, 2019
OIF Meeting
Montreal, Canada

Sept. 27, 2019
Nokia AON
Anaheim, CA

Sept. 23-25, 2019
Dublin, Ireland

Sept. 27, 2019
3rd Annual Oktoberfest
Munich, Germany

October 8-10, 2019
Ciena Vectors
Ottawa, Canada