ECOC 2022 – Fracturing of the 400ZR Market

Slides Available for Download

2Q22 Optical Components Report

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.

2Q22 Transport Applications Report

Coherent bandwidth growth remains muted outside of 400ZR

II-VI 2Q22 Vendor Summary Report

II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.

2Q22 Transport Hardware & Markets Report

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

Infinera 2Q22 Vendor Summary Report

Product revenue jumps 13%, while ICE6 shipments are flat.

Lumentum 2Q22 Vendor Summary Report

Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.

Nokia 2Q22 Vendor Summary Report

Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.

Cisco PONC 2022 – Observations and Thoughts

Cisco Packet Optical Networking Conference advanced the RON strategy.

Ciena 2Q22 Vendor Summary Report

Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.

II-VI and ADVA announce a shakeup in the 100ZR market

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

Coherent Port Pricing Trends (1Q22)

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

Marvell 2Q22 Vendor Summary Report

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.

Coherent Forecast Updates – Adding 800ZR and 1.2Tbps Ports

Cignal AI has updated forecasts for coherent ports in the Transport Applications Report.

ROADM Deployments by Size and Technology

The Transport Application Report now includes ROADM & line system deployment data

OFC 2022 Show Report

Key technology takeaways from OFC 2022.

OFC 2022 – Marketwatch State of the Industry

Slides available

OFC 2022 – Sneak Peek

Here is a sneak peek of the hot topics of discussion at OFC 2022

400ZR IPoDWDM – Market Impact and Forecast

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

400ZR vs 800G – Classifying Coherent Technology

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.