Latest

The combination creates a company with an enviable regional balance, providing a buffer from regional geopolitical and economic instability.

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

The company has been an innovator in Compact Modular transport hardware for more than 20 years.

This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.

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.

This is a summary of how OFC 2024 and the conversations we had there shaped our thoughts.

Trends in operator spending, datacenter optics, and sanity checking the optics forecast for AI applications.

Key themes to watch – AI, 800G, and everything else

Does the higher performance offered by coherent optics offer a compelling use case inside the datacenter?

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.

Worldwide DWDM deployed bandwidth declined YoY for the first time.

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?

The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.

Nokia and Ericsson see no turnaround for telco capex, and no killer 5G app

800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules

40% of Coherent Modules deployed in 2026 will displace traditional transponders.

Fabrinet gets a big, legit, AI tailwind

Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.

Infinera and Viavi think a turnaround in demand is imminent.

Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.