2023 OCP Global Summit Report
The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.
3Q23 Takeaways – NOK ERIC TSMC
Nokia and Ericsson see no turnaround for telco capex, and no killer 5G app
ECOC 2023 Show Report
800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules
Ciena 3Q23 Vendor Summary Report
Optical revenue grew 27% as its large backlog is turned into revenue.
ECOC 2023 Market Focus Presentation
The Era of Pluggable Coherent – Don’t Bet Against IM-DD – What Does 3.2T look like?
Coherent 2Q23 Vendor Summary Report
Lackluster performance and a lowered forecast overshadowed optimism about revenue growth.
Lumentum 2Q23 Vendor Summary Report
Despite strength in ROADM sales this quarter, Lumentum’s revenue declined sharply across all segments and the company does not anticipate recovery until 2024.
Assessing the Impact of IP-over-DWDM: Modeling Results
40% of Coherent Modules deployed in 2026 will displace traditional transponders.
2Q23 Takeaways – FN MRVL CRDO
Fabrinet gets a big, legit, AI tailwind
2Q23 Takeaways – COHR LITE CSCO
Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.
2Q23 Takeaways – INFN ADTN VIAV
Infinera and Viavi think a turnaround in demand is imminent.
The Linear Drive Market Opportunity
Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.
2Q23 Takeaways – ANET MTSI COMM AAOI
Arista acknowledges webscale weakness, AOI books $300M+ Microsoft contract
Nokia 2Q23 Vendor Summary Report
Nokia’s optical business continues to grow but routing sales abruptly pull back.
2Q23 Takeaways – INTC GLW JNPR RBBN
Companies indicate hyperscale and service provider weakness will persist through the rest of the year.
2Q23 Takeaways – TSM NOK ERIC CALX
AI demand at TSMC is insufficient to offset weakness across all its other businesses.
Ribbon Vendor Summary Report
Despite is relatively small size, Ribbon offers a complete IP/optical solution and is a challenger for Tier 1 business.
Applied Optoelectronics Vendor Summary Report
AOI made news recently with its intention to sell its Chinese manufacturing facilities and partnership with Microsoft for laser development.
Ekinops Vendor Summary Report
France-based Ekinops has grown rapidly on a reputation for customer attentiveness and product focus.
Ciena Vectors 2023 Report
The best technical customer conference is back up and running.