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

NEW: Tracking ROADM Deployments

Given the growing use of disaggregation in optical transport, visibility of line system deployments is essential for our clients. The Transport Applications Report now includes ROADM line card market coverage and quantifies worldwide shipments via three metrics.
ROADM Tracking Methodology
Download the new data in the Real-Time Excel file from the Transport Applications report page. Additional enhancements are planned, and clients can look forward to expanded analyses on optical line systems in the future.

Optical Components Report Released

Our 4Q21 Optical Components Report was issued on April 5th. Thank you again to everyone who guided us towards what we believe is the most comprehensive accounting of an $18B market. This is our final beta release, and it greatly expands upon the report released last quarter. It includes:
  • 4Q21 and Annual 2021 revenue market share results for companies selling Telecom, Datacom, Industrial, and Consumer optical components.
  • NEW 4Q21 and Annual 2021 detailed component unit shipments, including Datacom and Telecom pluggable modules.
  • Revenue and component unit shipment forecasts for 2022-2026.
  • Vendor Summary Reports for II-VI, Lumentum, Marvell, and of course OFC 2022.
  • Detailed Excel, PowerPoint, and PDF written analysis.

400ZR Volumes to Triple in 2022

Shipments of 400ZR/ZR+ modules surged in 4Q21 as Cisco (Acacia) and Marvell rapidly scaled production capacity, according to the 4Q21 Transport Applications Report from Cignal AI.

Ciena 1Q22 Vendor Report

Ciena grew hardware revenue by 9% and laid the foundation for double-digit growth in 2022. Live Excel files are updated with the company's results.

Upcoming Events

May 11-12, 2022 - Nokia Wavelengths - Barcelona, Spain
June 1, 2022 - Effect Photonics Open House - Hudson, MA
June 13-15, 2022 - Cisco Live - Las Vegas, NV
June 28-30, 2022 - Cisco PONC - Virtual
September 18-22, 2022 - ECOC - Basel, Switzerland
November 14–17, 2022 - SC22 - Dallas, Texas