4Q23 Transport Hardware & Markets Report
Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak
Applied Optoelectronics 4Q23 Vendor Summary Report
Providing an update to our 1Q23 vendor summary and updating AOI’s quarterly results for 4Q23.
OFC 2024 Preview
Key themes to watch – AI, 800G, and everything else
Lumentum 4Q23 Vendor Summary Report
Revenues continue to be in the doldrums and the slowdown is expected to continue for a couple of quarters before growth returns.
Coherent 4Q23 Vendor Summary Report
Coherent calls the bottom in the Telecom optical components market while capitalizing on the AI-fueled Datacom boom.
Nokia 4Q23 Vendor Summary Report
Optical and routing results point to growing weakness in North American carrier capex.
The Move to Coherent Inside the Datacenter
Does the higher performance offered by coherent optics offer a compelling use case inside the datacenter?
Ciena 4Q23 Vendor Summary Report
Sales to Cloud operators powered $3B in optical revenue for 2023.
Coherent Port Pricing Trends (1Q24)
The price of bandwidth ($/Gbps) has declined consistently every year except 2021. In this updated report, we analyze the most recent data to determine if the trend is continuing.
3Q23 Transport Applications Report
Worldwide DWDM deployed bandwidth declined YoY for the first time.
3Q23 Optical Components Report
Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.
Fujitsu 3Q23 Vendor Summary Report
Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets?
GEN120+ Coherent Trials and Deployments
Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.
2023 OCP Global Summit Report
The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.
3Q23 Takeaways – NOK ERIC TSMC
Nokia and Ericsson see no turnaround for telco capex, and no killer 5G app
ECOC 2023 Show Report
800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules
Assessing the Impact of IP-over-DWDM: Modeling Results
40% of Coherent Modules deployed in 2026 will displace traditional transponders.
2Q23 Takeaways – FN MRVL CRDO
Fabrinet gets a big, legit, AI tailwind
2Q23 Takeaways – COHR LITE CSCO
Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.
2Q23 Takeaways – INFN ADTN VIAV
Infinera and Viavi think a turnaround in demand is imminent.