OFC23 will offer an opportunity to see how much further and faster direct detect optics will take communications inside the data center
Smartoptics is a small but rapidly growing company riding the wave of open networking, disaggregation, and IP-over-DWDM.
400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.
Ciena’s revenue declines again, but growth is on the horizon as its supply chain problems improve.
Fresh insights on Marvell’s current and future plans for optical networking.
Gen60C modules drive coherent bandwidth growth this quarter while Compact Modular and ROADM equipment sales outperform.
North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.
Coherent’s Datacom sales grew more than 10% this quarter and in contrast to Lumentum’s more pessimistic outlook. the company was optimistic about future datacom sales.
Lumentum’s Telecom revenue grew dramatically thanks to recent acquisitions, while Datacom is entering a difficult couple of quarters.
Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.
Introduces a new, high capacity aggregation router to address emerging metro requirements.
Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules
Optical revenue declined -21% due to unexpected supply chain problems.
Big news coming next year on 1.6T client optics, 200GBaud technology, and a bevy of new coherent DSPs
Cisco Packet Optical Networking Conference advanced the RON strategy.
These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.
Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.
Cignal AI has updated forecasts for coherent ports in the Transport Applications Report.