Active Insight

This is Cignal AI’s second ECOC 2017 brief, focused on news out of China.

Topics include:

China Inventory and 2018 Demand Ciena Wavelogic AI Licensing Update China ROADM Deployment Outlook…

Andrew Schmitt’s presentation, entitled “Mapping the Future of Optical Deployments,” was one of several featured during this years ECOC Market Focus sessions in Gothenburg, Sweden September 18-20th.

The presentation highlights…

ECOC is one of the most significant conferences in optical networking worldwide. This year’s conference was held in Gothenburg, Sweden, and the event was well attended by the engineering community,…

After much of the world already transitioned to all-optically switched ROADM networks, Chinese network operators are preparing to follow suit. Most networks outside of China used optical switching as early…

Andrew Schmitt’s keynote presentation, entitled “Ways to Achieve Network Openness“, kicked off the 2017 Next Gen Optical Networking event in Nice, France on June 20th. The presentation, which highlights Cignal…

In our final OFC 2017 report we discuss new product announcements on purpose-built datacenter hardware and components, and share our thoughts on market developments.

There was a new cult this year at OFC, the ‘Cult of Open.’ It formed from rising sentiment that the lack of interoperability of vendors in optical networks is a major…

400G Coherent and Beyond
Ciena had a blockbuster announcement at OFC 2017, but there was plenty of other interesting news to feast on. Cignal AI’s key takeaways concerning coherent…

100G and the Road to 400G

The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28…

Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.

This past October, Ciena announced its new coherent DSP, dubbed Wavelogic Ai. Ciena used the announcement to convey its coherent 100G+ roadmap and support for 400G. Ciena also hinted at important changes…

Intel’s financial results provide useful insight into the economic activities of the Cloud and Colo market. Effectively all of the CPUs (and now FPGAs) used in data centers come from…

Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated….

Andrew Schmitt presented at the ECOC (European Conference for Optical Communications) in Dusseldorf, Germany during the week of Sept. 19. No time was wasted during the trip as Andrew fit…

Andrew Schmitt has returned from a week of meetings in Europe including three days at the European Conference on Optical Communications (ECOC). He spoke to a capacity crowd at the…

Acacia is scheduled to report earnings on August 11th, and this will be the company’s first quarterly report since completing its recent IPO. In April 2016, Cignal AI examined Acacia’s…

Andrew presented the keynote presentation to kick off Next Gen Optical Networking in Nice, France on June 29th. His presentation was titled “Making Technology Decisions in a Challenging Environment”, and…

Andrew Schmitt created some excitement when he spoke about optical component and equipment market trends on a Piper Jaffray investor call on April 22. 83 investor clients were on the…

Andrew presented “Metro DCI – What’s Next?” at the annual OSA Executive Forum before OFC 2016. His slides focused on the evolution of metro DCI and highlighted the opportunity for…

Component and equipment vendors outlined the investments they are making in anticipation of some service providers adopting open line systems or fully dis-aggregated optical systems. This is a contentious technology…