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This is Transmit, a summary of our latest research and important trends in the industry.
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Tracking Optical Component Startups
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The number of venture-backed optical component startups has exploded. Our new Optical Component Startup Tracker identifies these nascent companies and what they offer.
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You don't need to be a Cignal AI client to view the Tracker. Since many of the companies listed are in stealth mode, this resource relies on the limited information that is available, and reader feedback is always appreciated. Entries will be updated regularly as new information is gathered.
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Cisco’s Packet Optical Networking Conference (PONC) is an annual event which highlights the company's optical solutions. It features customer testimonials, product and technology updates, and live demonstrations.
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Cignal AI attended PONC '24, and we independently compiled our notes and opinions on the event, which you can view here.
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OCP24: Optical Gets Invited to the AI Party
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OCP'24 was all about AI, and optics is an increasingly important part of the AI discussion.
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GEN120+ Coherent Trials and Deployments
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Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.
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Catch Up on Active Insight
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Ciena 3Q24 Vendor Summary Report
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Service Provider sales continue to drop, but there are signs of an impending turnaround. 400ZRx optics show signs of success.
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Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.
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CIOE24: Insights into China’s Market
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Gathering the Chinese perspective on vendors and technologies.
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November 18-22, 2024 - Japan Client Visits - Tokyo, Japan
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December 9-11, 2024 - Bay Area Client Visits - San Jose, CA
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April 1-3, 2024 - OFC - San Francisco, CA
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Contact us if we are in your area and you'd like to meet.
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