Coherent 3Q24 Vendor Summary Report

Insatiable AI demand propels Coherent’s revenue growth in Datacom while new optimism emerges for Telecom.

Lumentum 3Q24 Vendor Summary Report

Lumentum called the Telecom market bottom and revenues shot up QoQ. Datacom revenues declined due to an expected pause from one customer.

Optical Component Startup Tracker

The number of venture-backed optical component startups has exploded – the Optical Component Start-Up Tracker identifies these companies and their value propositions.

GEN120+ Coherent Trials and Deployments

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

2Q24 Optical Component Report

Datacom revenue hit new records with a surge in 400GbE shipments and continued growth in 800GbE. Telecom’s only growth area is 400G coherent pluggables.

Coherent 2Q24 Vendor Summary Report

New CEO Jim Anderson outlined broad strategic goals as the company takes a more cautious view than Lumentum on the potential for Telecom revenue growth.

Lumentum 2Q24 Vendor Summary Report

Lumentum signals the bottom for Telecom and a stall in Datacom revenue through next quarter due to a previously disclosed product transition.

The Optical Circuit Switching Market

The current state of the art in OCSs, the players, why it matters today, and forecasts for the future.

Tracking the Coherent DSP Supply Chain

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

1Q24 Optical Component Report

Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.

Cisco 1Q24 Vendor Summary Report

Optical hardware sales shake off a depressed 2023; Acacia 400ZR shipments resume growth

Coherent 1Q24 Vendor Summary Report

800G accelerates Datacom revenue growth while lead times shorten.

Lumentum 1Q24 Vendor Summary Report

Datacom is the only highlight this quarter, but it’s a very bright one. The wait for a Telecom turnaround will be a bit longer.

4Q23 Optical Component Report

Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.

Datacom Optical Industry Tracker

This report tracks the component suppliers that enable the 400GbE+ Datacom Transceiver ecosystem. It includes an overview of the types of transceivers employed, the key components that are used in those transceivers, and which vendors supply those components.

Applied Optoelectronics 4Q23 Vendor Summary Report

Providing an update to our 1Q23 vendor summary and updating AOI’s quarterly results for 4Q23.

Lumentum 4Q23 Vendor Summary Report

Revenues continue to be in the doldrums and the slowdown is expected to continue for a couple of quarters before growth returns.

Coherent 4Q23 Vendor Summary Report

Coherent calls the bottom in the Telecom optical components market while capitalizing on the AI-fueled Datacom boom.

The Move to Coherent Inside the Datacenter

Does the higher performance offered by coherent optics offer a compelling use case inside the datacenter?

Coherent Port Pricing Trends (1Q24)

The price of bandwidth ($/Gbps) has declined consistently every year except 2021. In this updated report, we analyze the most recent data to determine if the trend is continuing.