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.
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…
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…
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.
OFC2019 – Open and Disaggregated Networks
Open and disaggregated network equipment, software, and standards were a common theme on the floor and in presentations at OFC this year.
OFC2019 – Compact Modular
The compact modular format continues to be the fastest growing segment of the optical hardware market. In this section, the announcements and demonstrations at OFC are detailed.
OFC2019 – Coherent Technology
Coherent announcements and roadmaps at the show focused on two themes: lowering the power of coherent technology for use in pluggable applications and increasing baud rates to raise the maximum capacity of a single wavelength beyond 600Gbps. And despite few new ROADM announcements, there was a spirited debate about future ROADM architectures.
OFC 2019 – Marketwatch Presentations
Scott Wilkinson and Andrew Schmitt gave presentations about 5G and 400ZR during the OFC2019 Marketwatch program. Download a copy of their slides.
Impact of 5G on the Optical Hardware Market (Part 2)
Despite early claims that the optical network must be upgraded to realize the capabilities of 5G, network operators are instead building the radio network first and updating the optical network only when needed.