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Final report will be issued once all Chinese companies complete 4Q24 reporting.

A deeper look at the rates of adoption fueling a shift in hardware and component revenue

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

The state of the CPO market and outlook for future progress.

Nokia sees light at the end of the spending downturn tunnel, but Optical and Routing revenue remain at historically low levels.

Datacom continues to grow, telecom turns the corner, and optical circuit switching finally gets a customer order.

Datacom revenue growth returns with the announcement of new transceiver customers, and telecom has finally turned the corner.

Business ticks up in North America as weakness persists in Japan. OpenROADM 400G is shipping, but the Ultra Optical System is seeing delays.

Two years into the AI boom, a look back at the vendors who benefited.

The inevitable technology that hasn’t happened – yet.

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will account for most of the future growth.

The number of venture-backed optical component startups has exploded – the Optical Component Start-Up Tracker identifies these companies and their value propositions.

Big ramp in 400ZR shipments, service provider orders outpace revenue for the first time in two years.

In this update to our OCS report we cover more vendors and technologies, investigate more applications, and introduce a forecasting model.

Datacom revenue more than doubled for the second quarter in a row as AI demand for 400GbE and 800GbE modules continued unabated. Telecom revenue has emerged from the depths of its recent decline.

Optical spending by Cloud & Colo operators grew 7% worldwide, while spending by Service Providers declined -17%.

Revenue drops -15% YOY while Gen90P shipments continue at a rapid pace.

OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.