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Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.

ICE6 ships in volume, but supply chain challenges keep revenue flat.

Despite supply chain issues, II-VI expects revenue growth in optical communications and consumer components.

How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?

Lumentum’s revenue above guidance was overshadowed by the announcement to purchase Neophotonics.

Cignal AI’s observations on the proposed merger.

Nokia’s optical business declined against an elevated 3Q20, while packet sales continued their steady growth.

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.

Compact modular sales again outperformed the overall optical hardware market while Packet-OTN sales declined. 400ZR is shipping but is supply limited.

Development moves past 90+ GBaud directly to 120+

Ciena starts out the second half of 2021 strong, but supply chain headwinds threaten further growth.

Optical spending by North American Traditional Telco carriers declined YoY; Cloud & Colo optical spending worldwide slowed as NA spending stalled.

Nearly 5 years after the project’s inception, AT&T disclosed it has deployed OpenROADM-based networks across a dozen US metros.

After years of anticipation, 400G pluggable digital coherent optics (DCO) will finally achieve general availability and initial deployment in 2021.

Quick thoughts on equipment spending trends as well as a current view on the role of pluggable coherent modules.

Several vendors are shipping 800Gbps capable coherent optical solutions, and now the industry must consider the next steps in development.

Co-packaged optics (CPO) moved from hero experiments to discussions of commercial roadmaps this year. In this update from OFC21, we cover the key points about CPO discussed at the show.

Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.

Infinera provided new details on ICE6, XR Optics, Groove Compact Modular, and opportunities to displace Huawei.

TeliaCarrier’s plans for deploying 400ZR and growing its network post-COVID