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.
GEN120+ Coherent Trials and Deployments
Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.
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.
3Q23 Optical Components Report
Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.
Coherent 3Q23 Vendor Summary Report
Coherent’s revenue declined in all segments, but the company’s forecast for a return to growth in 2024 remains unchanged.
Lumentum 3Q23 Vendor Summary Report
It’s all about the future for Lumentum, with a strong backlog and the incorporation of Cloud Light expected to drive increased revenues into 2024.