Active Insight

Marvell reported strong datacenter DSP growth and reached the milestone of 100k units shipped of coherent Gen60C DSPs, indicating a healthy market for high-speed optics.

Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.

Despite significant supply chain pressures, II-VI posted positive results for the quarter and highlighted better results in the second half of the year.

Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.

Despite another quarter of revenue declines, Lumentum is more optimistic about double-digit revenue growth in the second half of 2022 and throughout 2023.

Record company revenue. North America rebounds. Price hikes will take effect in second half ’22

The Transport Application Report now includes ROADM & line system deployment data

Ciena grows hardware revenue 9% and lays the foundation for double-digit growth in 2022.

Key technology takeaways from OFC 2022.

Slides available

Here is a sneak peek of the hot topics of discussion at OFC 2022

How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?

Cignal AI’s observations on the proposed merger.

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.

Development moves past 90+ GBaud directly to 120+

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

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

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

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

Co-packaged optics (CPO) moved from hero experiments to discussions of commercial roadmaps this year. In this update from OFC21, we cover the key points about CPO discussed at the show.