Impact of US Technology Ban on ZTE
On April 16, the United States Department of Commerce announced that ZTE would no longer be allowed to import American technology products. While there is no shortage of media coverage of the ban, Cignal AI aims to provide you with unique insight. We have assembled our observations and conclusions on this remarkable event, and we share answers to some common questions we’ve received as it has transpired.
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…
OFC 2018 – Operator Perspectives
Each year at OFC, we have the valuable opportunity to hear from the network operators themselves to better understand their vision for the future network. This year, there were some…
OFC 2018 – 400G Inside the Datacenter
When the conversation at OFC turned to short reach client optics, faster speeds were the central focus. Several companies announced products and gave demonstrations of 400G capable technology. The 100G…
OFC 2018 – Coherent Technology
Trends in coherent technology generated enthusiasm among the participants at OFC 2018, and 400G ZR applications were of particular interest. Nokia and Infinera outlined next-generation coherent roadmaps, and Acacia and…
OFC 2018 – Compact Modular Equipment
Compact Modular Equipment took center stage at OFC 2018
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.
OFC 2018 – Consolidation
Each year, there is at least one announcement at OFC which surprises the industry. In 2016, the announcement was the introduction of Inphi’s ColorZ, while in 2017 it was news…
Investor Call – Piper Jaffray Optical Event
Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…
ECOC 2017 – China Observations
This is Cignal AI’s second ECOC 2017 brief, focused on news out of China.
Topics include:
China Inventory and 2018 Demand Ciena Wavelogic AI Licensing Update China ROADM Deployment Outlook…
ECOC 2017 Market Focus Presentation
Andrew Schmitt’s presentation, entitled “Mapping the Future of Optical Deployments,” was one of several featured during this years ECOC Market Focus sessions in Gothenburg, Sweden September 18-20th.
The presentation highlights…
ECOC2017 – Coherent 100G+
ECOC is one of the most significant conferences in optical networking worldwide. This year’s conference was held in Gothenburg, Sweden, and the event was well attended by the engineering community,…
China ROADM Deployment Outlook
After much of the world already transitioned to all-optically switched ROADM networks, Chinese network operators are preparing to follow suit. Most networks outside of China used optical switching as early…
Next Gen Optical Networking 2017
Andrew Schmitt’s keynote presentation, entitled “Ways to Achieve Network Openness“, kicked off the 2017 Next Gen Optical Networking event in Nice, France on June 20th. The presentation, which highlights Cignal…
OFC 2017 – Compact DCI Equipment
In our final OFC 2017 report we discuss new product announcements on purpose-built datacenter hardware and components, and share our thoughts on market developments.
OFC 2017 – Open vs. Closed Optical Networks
There was a new cult this year at OFC, the ‘Cult of Open.’ It formed from rising sentiment that the lack of interoperability of vendors in optical networks is a major…
OFC 2017 – Coherent Technology
400G Coherent and Beyond
Ciena had a blockbuster announcement at OFC 2017, but there was plenty of other interesting news to feast on. Cignal AI’s key takeaways concerning coherent…
OFC 2017 – Inside the Datacenter
100G and the Road to 400G
The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28…
Investor Call – OFC 2017 Takeaways
Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.
Ciena Wavelogic Ai and 400G Roadmap
This past October, Ciena announced its new coherent DSP, dubbed Wavelogic Ai. Ciena used the announcement to convey its coherent 100G+ roadmap and support for 400G. Ciena also hinted at important changes…