Press Releases

Report now includes quantitative forecasts for co-packaged optics and optical circuit switching.

Newly released forecast tracks WDM pluggable revenue across standalone, router-attached, and optical-attached applications.

Cignal AI initiates its first quantitative CPO forecast; Over 30 million CPO ports expected to be shipped annually by 2030.

Over 40 million high-speed modules shipped in 2025; Cignal AI datacom forecasts revised sharply higher through 2030

Optical Hardware Market Reaches a Record $16.5 Billion for the Year

Updated outlook lifts 2029 forecast over 40 percent

Coherent pluggable performance is comparable to embedded solutions at 400G and closing the gap with 800G.

Datacom component revenue growth to exceed 20% through 2029.

OCS Becoming a Foundational Technology for Datacenters

North America Up Over 40% as AI Long-Haul Builds Begin

Hyperscaler AI Architectures Drive Increased Demand for Long-Reach Coherent Pluggables

400/800ZRx Shipments Expected to Surpass 600k Units

Copper Replacement Remains the Killer Application

Compelling Usage in AI Applications Driving Widespread Adoption

AI Deployments Create Unprecedented Ramp in Datacom Optics

Hyperscale Operators Grow Hardware Spending 7%

Record pluggable coherent shipments are not enough to reverse Telecom revenue weakness

Cloud Operators Drive Adoption of Converged Architecture

400 and 800GbE module shipments jump more than 25% QoQ

Excluding Growth in China, Sales Declined 21%