OFC23 Preview: High-Performance Coherent Optics

It has been two years since a new high-performance coherent optical generation was commercially introduced and it’s time for new generation announcements. Expect to hear more about Gen120P at OFC23.

4Q22 Weekly Earnings – MSFT CALX INTC NOK

Microsoft keeps its foot on the capex gas, Intel exits Ethernet switching.

OFC23 Preview: High-Speed Datacenter Optics

OFC23 will offer an opportunity to see how much further and faster direct detect optics will take communications inside the data center

Smartoptics Vendor Summary Report

Smartoptics is a small but rapidly growing company riding the wave of open networking, disaggregation, and IP-over-DWDM.

Ciena Ups its Router Game to Address the New Metro

Introduces a new, high capacity aggregation router to address emerging metro requirements.

ECOC 2022 Show Report

Big news coming next year on 1.6T client optics, 200GBaud technology, and a bevy of new coherent DSPs

ECOC 2022 – Fracturing of the 400ZR Market

Market Focus Slides Available for Download

Cisco PONC 2022 – Observations and Thoughts

Cisco Packet Optical Networking Conference advanced the RON strategy.

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.

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.

Cisco/Acacia Announces 1.2Tbps DSP and Coherent Module

Development moves past 90+ GBaud directly to 120+

OpenROADM Update

Nearly 5 years after the project’s inception, AT&T disclosed it has deployed OpenROADM-based networks across a dozen US metros.

OFC 2021: 400ZR/ZR+ Coherent Pluggables

After years of anticipation, 400G pluggable digital coherent optics (DCO) will finally achieve general availability and initial deployment in 2021.

OFC2021 Marketwatch SOTI Slide

OFC21: Marketwatch State of the Industry

Quick thoughts on equipment spending trends as well as a current view on the role of pluggable coherent modules.

OFC21: 800G Coherent and Beyond

Several vendors are shipping 800Gbps capable coherent optical solutions, and now the industry must consider the next steps in development.