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

Optical Components 1Q22 Report

Read a summary and highlights from our latest optical components report which includes:
  • Revenue market share results for companies selling Telecom, Datacom, Industrial, and Consumer optical components.
  • Detailed component unit shipments, including both coherent and direct detect Telecom modules and 400GbE Datacom modules.
  • Forecasts for revenue and component unit shipments for 2022-2026.

Read the Key Takeaways

Active Insight: Coherent Port Pricing Trends

Cignal AI examined trends in coherent optical port pricing in 2020 and concluded that optical port pricing (price per Gbps) was dropping at a consistent rate of 25-30% per year.

In this updated Active Insight report for clients, we assess the impact the introduction of Gen90P and Gen60C pluggables has made on coherent port pricing in 2021. In short- The rate of decline in 2021 was the slowest since the introduction of coherent optics.

Read the Report

Transport Applications Report Adds ROADMs

This week Kyle Hollasch delivered a full presentation reviewing our new coverage of ROADM shipments by equipment OEMs. Clients can download the presentation and watch a replay.

We also have a free article outlining the motivation and methodology for adding this coverage.

1Q22 Vendor Reports

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

Upcoming Events

June 28-30, 2022 - Cisco PONC - Virtual
September 14-15, 2022 - Nokia Wavelengths - Orlando, FL
September 18-22, 2022 - ECOC - Basel, Switzerland
September 22-23, 2022 - Oktoberfest - Munich, Germany
November 14–17, 2022 - SC22 - Dallas, Texas