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

Providing an update to our 1Q23 vendor summary and updating AOI’s quarterly results for 4Q23.

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.

Arista acknowledges webscale weakness, AOI books $300M+ Microsoft contract

Companies indicate hyperscale and service provider weakness will persist through the rest of the year.

AI demand at TSMC is insufficient to offset weakness across all its other businesses.

Despite is relatively small size, Ribbon offers a complete IP/optical solution and is a challenger for Tier 1 business.

France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product focus.