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.