Category: Optical Active Insight

2018 SCTE Cable-Tec Expo: Key Optical Topics

The SCTE Cable-Tec Expo is the premiere technical trade show for North American Cable MSOs and has historically been oriented towards software, analog hardware, outside plant, and HFC-specific equipment. This year a greater number of prominent optical companies joined in. Factor such as fiber deep, native optics, 5G, and virtualization are driving optical deployments into the MSOs.

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Infinera Acquires Coriant: Now the Hard Work Begins

Infinera’s acquisition of Coriant officially closed on October 1, 2018, and it is yet another example of the absorption of smaller optical networking equipment vendors happening in the market today, although at a scale not seen since Ciena acquired the optical assets of Nortel in 2009.

This Active Insight report examines the post-acquisition opportunities…

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Third Generation Coherent Technology (Presentation)

Andrew Schmitt gave a presentation during ECOC 2018 entitled “Third Generation Coherent Technology.” The presentation was based on the Active Insight written report published in July and was a presentation made to invited members of the OSA/OIDA during ECOC.

The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. This presentation summarizes the history of the coherent market and outlines the technology’s expected evolution over the next 4 years.

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Third Generation Coherent Technology

The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. It’s time to take a step back and sort out where things are, what worked, who benefitted, and what happens next.

In this Active Insight report, Cignal AI outlines several generations of coherent WDM deployments and…

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Optical Market Trends Now: ADVA

On August 2, 2018 Cignal AI hosted its first webinar Optical Market Trends Now: ADVA

Lead analyst Andrew Schmitt joined Ulrich Dopfer, ADVA CFO and Stephan Rettenberger, ADVA Senior VP of Marketing and Investor Relations to provide their various perspectives on the optical industry, including;

Current trends in the DCI market and ADVA’s strategic outlook Discussion…

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Packet Pushers Hosts Cignal AI

Andrew Schmitt was invited by Packet Pushers and Scott Wilkinson of ECI to participate in one of its weekly podcasts. While not well known in the service provider world, it is popular among the network engineers of small to large Enterprises. Each podcast has about 10,000 downloads per episode.

This episode covered topics of…

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Impact of US Technology Ban on ZTE

On April 16, the United States Department of Commerce announced that ZTE would no longer be allowed to import American technology products. This order represents a reinstatement of a previous order first issued in March 2016 and creates many issues for ZTE, its customers, and suppliers.

While there is no shortage of media coverage of…

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OFC 2018 Post-Show Report

Each year, OFC showcases the most noteworthy developments in the optical industry, and this year was no exception. Companies utilized OFC as a venue to announce and demonstrate new products and solutions such as coherent technology, hardware disaggregation, and 400G inside the data center.

Cignal AI was honored to be selected by the organizers of…

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OFC 2018 – Operator Perspectives

Each year at OFC, we have the valuable opportunity to hear from the network operators themselves to better understand their vision for the future network. This year, there were some excellent presentations and discussions involving operators from several network verticals – Incumbents, Cable MSOs, and of course the ever-expanding cloud and colocation operators.
Requires…

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OFC 2018 – Coherent Technology

Trends in coherent technology generated enthusiasm among the participants at OFC 2018, and 400G ZR applications were of particular interest. Nokia and Infinera outlined next-generation coherent roadmaps, and Acacia and NTT Electronics showcased silicon fresh back from the fab. Many component companies announced smaller, lower cost devices to enable new WDM applications. In this report,…

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Nokia PSE-3 Coherent Chipset

On March 6, 2018, Nokia announced its fourth generation coherent optical technology, the PSE-3, which continues the company’s strategy of developing coherent DSP processors in-house. Nokia is betting that these chips will differentiate the performance, price, and availability of its optical hardware products.

This Cignal AI report explores what makes the new PSE-3s different from…

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OFC 2018 – Consolidation

Each year, there is at least one announcement at OFC which surprises the industry. In 2016, the announcement was the introduction of Inphi’s ColorZ, while in 2017 it was news of Ciena choosing to license the Wavelogic DSP to module vendors. And yet, OFC2018 delivered a surprise that exceeded both: Lumentum will acquire Oclaro.

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Nokia PSE-3 Coherent Chipset

On March 6, 2018, Nokia announced its fourth generation coherent optical technology, the PSE-3, which continues the company’s strategy of developing coherent DSP processors in-house. Nokia is betting that these chips will differentiate the performance, price, and availability of its optical hardware products.

This Cignal AI report explores what makes the new PSE-3s different from…

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Investor Call – Piper Jaffray Optical Event

Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew gave his perspective on the latest events in the optical component and equipment market.

Topics during the call included:

Anticipated impact of China’s MIIT…

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China’s 5 Year Optical Component Plan

China’s Ministry of Industry and Information Technology (MIIT) released a five-year plan in December 2017 outlining a roadmap for commercial and technological progress in a broad set of optical technologies. The 63-page document is in Chinese. The following Cignal AI report is based on a professionally translated version of the document and summarizes the section of…

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ECOC 2017 Market Focus Presentation

Andrew Schmitt’s presentation, entitled “Mapping the Future of Optical Deployments,” was one of several featured during this years ECOC Market Focus sessions in Gothenburg, Sweden September 18-20th.

The presentation highlights Cignal AI’s perspective on how different sectors of the market increasingly demand more specialized solutions. It also highlights the weaknesses of the much-discussed “Optical Whitebox”…

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ECOC2017 – Coherent 100G+

ECOC is one of the most significant conferences in optical networking worldwide. This year’s conference was held in Gothenburg, Sweden, and the event was well attended by the engineering community, as the conference trends heavy on technology and light on marketing. We at Cignal AI like ECOC because it gives us another opportunity to converse…

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