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.

Lumentum Buys Cloud Light

On November 7, Lumentum announced its acquisition of optical component manufacturer Cloud Light for approximately $750 million. This move marked an unexpected return to the datacom transceiver market for Lumentum, which sold its business in 2019 to CIG.

GEN120+ Coherent Trials and Deployments

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

2Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

Coherent 2Q23 Vendor Summary Report

Lackluster performance and a lowered forecast overshadowed optimism about revenue growth.

Lumentum 2Q23 Vendor Summary Report

Despite strength in ROADM sales this quarter, Lumentum’s revenue declined sharply across all segments and the company does not anticipate recovery until 2024.