Optical Market Trends Now: ADVA

On August 2, 2018 Cignal AI hosted its first webinar Optical Market Trends Now: ADVA

Lead analyst Andrew Schmitt joined Ulrich Dopfer, ADVA CFO and Stephan Rettenberger, ADVA Senior VP of Marketing and Investor Relations to provide their various perspectives on the optical industry, including;

  • Current trends in the DCI market and ADVA’s strategic outlook
  • Discussion of the compressed timelines and lifecycles of large cloud operators, and how vendors can differentiate themselves when operators pursue hardware disaggregation.
  • Emerging trends in the Ethernet access and 5G markets—what to look for in the next 12 months.

We’re excited to share this free-form discussion with investors and network operators.  Even if you missed the live event you can still watch a replay and receive a PDF of the transcript

Register with your corporate email address


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OFC 2018 Post-Show Report

Each year, OFC showcases the most noteworthy developments in the optical industry, and this year was no exception. Companies utilized OFC as a venue to announce and demonstrate new products and solutions such as coherent technology, hardware disaggregation, and 400G inside the data center.

Cignal AI was honored to be selected by the organizers of OFC 2018 to author its Post-Show Report, which examines topics of interest during the March 3-7 event in San Diego. Coverage includes our analysis of market trends and product announcements, including:

  •        Consolidation Buzz
  •        Compact Modular Equipment and Hardware Disaggregation
  •        Operator Perspectives
  •        Coherent Technology
  •        400G Inside the Data Center
  •        Outlook for 2018

While this OFC report offers a comprehensive summary of the show and its implications, more commentary and opinion was provided in Cignal AI subscription reporting that was released within a week of the show’s conclusion.

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Nokia PSE-3 Coherent Chipset

On March 6, 2018, Nokia announced its fourth generation coherent optical technology, the PSE-3, which continues the company’s strategy of developing coherent DSP processors in-house. Nokia is betting that these chips will differentiate the performance, price, and availability of its optical hardware products.

This Cignal AI report explores what makes the new PSE-3s different from off-the-shelf solutions and examines the question of whether or not vertical integration still makes sense in this market.

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