Optical hardware spending grew in every region and for every business segment during 2Q19.
Andrew Schmitt spoke at the Optical Internetworking Forum’s 3Q19 meeting in Montreal on July 30th, 2019. The OIF press release mentioned the two new projects kicked off at the meeting as well as highlighted Andrew’s presentation on 400ZR, which was attended by about 100 OIF members.
LightReading reported on Cisco’s proposed acquisition of Acacia and requested a quote from Cignal AI.
Japan’s optical hardware spending surge continued for the fourth quarter in a row with an extraordinary 82% year-over-year increase in the first quarter of 2019.
LightReading summarized the challenges faced by Neophotonics as a result of the ban on component shipments to Huawei. The article quoted Andrew Schmitt at length about the potential outcome of the ban and the prospect for M&A activity involving Neophotonics as a result.
OIF standardization initiatives catalyzed a transition from multiple proprietary tunable laser solutions to a nearly universally used standard
Cloud operator spending on optical hardware grew almost 50 percent year-over-year to reach well over over $1 billion in 2018, according to the most recent (4Q18) Optical Customer Markets Report from research firm Cignal AI.
Coherent announcements and roadmaps at the show focused on two themes: lowering the power of coherent technology for use in pluggable applications and increasing baud rates to raise the maximum capacity of a single wavelength beyond 600Gbps. And despite few new ROADM announcements, there was a spirited debate about future ROADM architectures.
Long-haul WDM deployments rebounded in the fourth quarter of 2018 (4Q18) with growth of nearly 20 percent, fueled by a reversal of almost two years of a terrestrial spending decline in North America and a year-over-year surge in Japan.