Active Insight

5th Gen Coherent Trials and Deployments

Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.

Coherent Port Pricing Trends (1Q20)

Our 3Q18 report showed coherent optical port pricing dropping at 26% per year. This report examines the stability of that trend over the last 12 months as new coherent systems entered the market.

Nokia PSE-V Coherent Chipset

Overview and analysis of Nokia’s fifth generation of coherent DSPs, the PSE-Vs, and PSE-Vc.

Acacia 1Q20 Vendor Summary Report

Acacia’s results are a bellwether to the industry. This report looks at the most recent results for the company and examines them in the context of historical trends.

COVID-19 Impact – 2020 Forecast Update

Cignal AI updated the 2020 optical and packet transport hardware forecast with our best estimates of the impact of COVID-19.

OFC2020 Optical Hardware Review

Major optical transport equipment vendors did not present at OFC in March due to COVID-19 concerns, but that did not stop announcements of products and online updates to customers and analysts.

OFC 2020 Preview and Predictions

The Optical Fiber Communications Conference is the most significant industry trade and technical show for optical communications. In preparation for the event, Cignal AI has compiled a list of what to watch at OFC and what announcements to expect.

Cisco: The Future of the Internet

Cisco held a major launch event to communicate that the company is reorienting its focus to changing network architectures and customers. The deeper message was one of cultural changes at Cisco.

5th Gen Coherent Optics – 4Q19 Update

An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.

The State of 5th Generation Optics

In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.

ECOC 2019 Notes and Observations

Hosted in Dublin this year, ECOC 2019 offered three days of interaction with primarily component companies. Equipment and service provider attendance was minimal, although a handful did make the trip to the component-centric show.

Acacia ADVA logo

Webinar – Disaggregated Optical Networks

Forward-looking operators use disaggregation to build agile optical transport networks.

North America: Less Demand or More Efficiency?

Optical hardware spending has been declining in North America since 2015. In this report, we examine the question of whether North America’s decline in overall optical spending signifies a long-term trend and whether EMEA and the rest of the world will follow this same trend.

OIF 3Q19 Meeting Presentation

Andrew Schmitt gave a presentation on July 30th, 2019 during the Optical Internetworking Forum quarterly meeting. He was asked to give a brief overview of emerging pluggable coherent technologies and the opportunity this new market presents.

Cisco Buys Acacia

Acacia is a transformational acquisition that can vault Cisco into a market leadership position as the world transitions to disaggregated network design and pluggable, interoperable coherent optics.

ITW 2019 Observations

Cignal AI attended the 2019 International Telecoms Week (ITW) in Atlanta June 24-26. ITW is a trade show focused on the wholesale telecommunications market and is attended primarily by network operators. The presentations and panels centered on issues relevant to wholesale carriers, and the trade show floor was populated by service providers, internet exchanges, and…

NGON 2019 Notes and Observations

The Next Generation Optical Networks trade show (NGON) was in Nice, France May 21-23, and Cignal AI was in attendance.

NGON 2019 Webinar: Disaggregation

Scott Wilkinson, Lead Analyst for Optical Hardware, recently moderated a discussion on “Disaggregation Strategies & Transport SDN” in advance of the NGON & DCI World conference in Nice. Scott talked with Juan Pedro Fernandez of Telefonica about that carrier’s drivers, implementations, and plans for deploying a disaggregated optical network.

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OFC2019 – 5G and MSO Access

5G mobile technology and the cable/MSO initiative Fiber Deep are generating interest in new and unique optical networking solutions

OFC2019 – Inside the Datacenter

The next major stop on the road to faster speeds in the datacenter is 400Gbps Ethernet, and activity at OFC2019 centered on making this speed a feasible commercial option.