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

NEW: 800ZR and 1.2T Forecasts

Cignal AI has updated coherent port forecasts in the Transport Applications Report to include 800ZR and 1.2T speeds. This update is already available for clients in the Real-time Excel download and will be included in the upcoming 1Q22 Transport Applications Report scheduled for release in June.

Read the full analysis.
The changes to the report include:
  • Added forecasts of 800ZRx (Gen120C) port shipments starting in 2023.
  • Added forecasts of 1.2Tbps (Gen120P) port shipments starting in 2023.
  • Updated forecasts of 400G+ (Gen60P) and 200G (Gen30) to better account for China’s migration from Gen30 to Gen60 at 200Gbps.
  • Discontinued Edge/Metro/Long Haul segment reporting.

1Q22 Transport Hardware & Markets Results

1Q22 TRNEQ Results Update
We released transport hardware and customer markets results for 1Q22 to clients on May 26th. A final version including updates to forecasts and complete analysis will be released by June 6th, and sign-ups for our live presentation on June 10th are already available!

Component & Hardware Vendor Reports

Clients can read the latest component and hardware vendor reports for 1Q22.

ROADM Deployments by Size and Technology

The Transport Applications Report now includes ROADM line card market coverage and quantifies worldwide shipments via three metrics. Visibility of line system deployments is essential for our clients given the growing use of disaggregation in optical transport.

Read the full analysis.
No subscription required

Upcoming Events

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 14-15, 2022 - Nokia Wavelengths - Orlando, FL
September 18-22, 2022 - ECOC - Basel, Switzerland
November 14–17, 2022 - SC22 - Dallas, Texas