Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.
II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.
North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.
Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.
Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.
Cisco Packet Optical Networking Conference advanced the RON strategy.
Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.
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.
Marvell reported strong datacenter DSP growth and reached the milestone of 100k units shipped of coherent Gen60C DSPs, indicating a healthy market for high-speed optics.
Cignal AI has updated forecasts for coherent ports in the Transport Applications Report.
The Transport Application Report now includes ROADM & line system deployment data
How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?
The historical classification of coherent optical technology (Gen1, Gen2, etc.) is no longer sufficient. Therefore, Cignal AI will now recognize and classify coherent DSP technology by its maximum baud rate and whether the DSP is optimized for Performance or Compact applications.