Inphi mentioned adjusting internal forecasts for 100G port growth during its third-quarter earnings conference call with investors on October 31, 2017.
Ford Tamer – CEO
We’ve taken down the number based on the latest Cignal AI and company estimate forecast. So you could see that we now have a number for 2017 of 301k ports growing to 376k ports by 2018. So we’ve tempered those numbers down, but as you could see, we still are positive on over 20% growth from 2017 to 2018.
Full transcript at Seeking Alpha.