Compact Modular Hardware
This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.
4Q23 Optical Component Report
Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.
Datacom Optical Industry Tracker
This report tracks the component suppliers that enable the 400GbE+ Datacom Transceiver ecosystem. It includes an overview of the types of transceivers employed, the key components that are used in those transceivers, and which vendors supply those components.
OFC 2024 – What We Learned
This is a summary of how OFC 2024 and the conversations we had there shaped our thoughts.
OFC 2024 Marketwatch Presentations
Trends in operator spending, datacenter optics, and sanity checking the optics forecast for AI applications.
Infinera 4Q23 Vendor Summary Report
Driven by sales to Cloud operators, full year 2023 revenue came in at a record $1.3B.
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.