Active Insight

Coherent’s Datacom sales grew more than 10% this quarter and in contrast to Lumentum’s more pessimistic outlook. the company was optimistic about future datacom sales.

Lumentum’s Telecom revenue grew dramatically thanks to recent acquisitions, while Datacom is entering a difficult couple of quarters.

Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.

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

Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules

Optical revenue declined -21% due to unexpected supply chain problems.

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

Market Focus Slides Available for Download

II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.

Product revenue jumps 13%, while ICE6 shipments are flat.

Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.

Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.

Cisco Packet Optical Networking Conference advanced the RON strategy.

Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

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.