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The 2Q25 Optical Components Report will include a breakout of 1.6TbE optics into SR, DR, FR, and LR for the first time.

AI Deployment Demand from Meta Exceeds Earlier Expectations

A Focus on Line Systems and Components

1MW racks, 200G LRO, and 100G LRO VCSELs

An in-depth update on the changing state of optical line system and ROADM deployments.

A deeper look at the rates of adoption fueling a shift in hardware and component revenue

The state of the CPO market and outlook for future progress.

Business ticks up in North America as weakness persists in Japan. OpenROADM 400G is shipping, but the Ultra Optical System is seeing delays.

Two years into the AI boom, a look back at the vendors who benefited.

The inevitable technology that hasn’t happened – yet.

OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

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.

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.