Optical Components

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.

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

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

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

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

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

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

800G accelerates Datacom revenue growth while lead times shorten.

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.

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

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.

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

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

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

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

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.

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’s revenue declined in all segments, but the company’s forecast for a return to growth in 2024 remains unchanged.

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.