Lumentum 4Q22 Vendor Summary Report
Ongoing inventory absorption and supply chain issues depress Lumentum’s datacom revenues, while telecom revenues return to growth.
100ZR: Coherent at the Network Edge
An in-depth look at the catalysts, potential, and outcome of the 100ZR market.
Coherent 4Q22 Vendor Summary Report
Coherent posted a very strong quarter with double-digit gains in both Telecom and Datacom as the company sees no slowdown in demand for optical components.
3Q22 Optical Components Report
400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.
Marvell 3Q22 Vendor Summary Report
Fresh insights on Marvell’s current and future plans for optical networking.
Coherent 3Q22 Vendor Summary Report
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 3Q22 Vendor Summary Report
Lumentum’s Telecom revenue grew dramatically thanks to recent acquisitions, while Datacom is entering a difficult couple of quarters.
Previewing 800/1.6Tbs Client Optics
Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules
2Q22 Optical Components Report
Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.
II-VI 2Q22 Vendor Summary Report
II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.
Lumentum 2Q22 Vendor Summary Report
Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.
1Q22 Optical Components Report
It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.
Marvell 2Q22 Vendor Summary Report
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.
Cisco 1Q22 Vendor Summary Report
Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.
II-VI 1Q22 Vendor Summary Report
Despite significant supply chain pressures, II-VI posted positive results for the quarter and highlighted better results in the second half of the year.
Lumentum 1Q22 Vendor Summary Report
Despite another quarter of revenue declines, Lumentum is more optimistic about double-digit revenue growth in the second half of 2022 and throughout 2023.
4Q21 Optical Components Report
This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.
II-VI 4Q21 Vendor Summary Report
Optical component revenue was down slightly for the quarter, but strong Datacom results and indicators of future growth are grounds for optimism.
Lumentum 4Q21 Vendor Summary Report
Although Lumentum posted revenue declines in both Telecom and Datacom, segments the company is optimistic about long-term growth in the two markets.
Marvell 4Q21 Vendor Summary Report
Marvell’s Industry Analyst Day provided excellent insight into the company’s views on the roadmaps for intra-datacenter and pluggable coherent optics.