Active Insight

Optical hardware now grows at 14% CAGR from 2025 to 2030

An updated look at the applications, vendors, and forecast for the 100ZR market.

Some vendors are moving to SiPho for FR optics over EMLs. The Optical Front End Forecast has been adjusted to take this move into account.

Analysis and opinion on 3Q26 company results.

AI-driven optical scale: 800ZRx ramping toward millions of units, new InP fabs in San Jose and Chandler, a four-DSP roadmap, and a big push for multi-rail amplification.

ECOC 2026 delivered record attendance and big news: Marvell’s 2nm DSPs for 1600ZR and Coherent Lite, Broadcom’s Davisson CPO samples. Intense NPO activity without much deployment clarity. OCS forecasts held firm.

Join Cignal AI Analysts in a Discussion with Executives from Across the Optical Industry

The China market has unique requirements that influence technology choices

Analysis and opinion on 2Q26 company results.

What the ban reported by Reuters means for the supply chain.

This report updates the total market size, details the Scale Out (TPU) and Scale Up (GPU) opportunities, expands and enhances the list of vendors, and revisits OCS technology.

Latest coverage of Coherent Lite examines the technology’s evolving market prospects, from failed 800G and 1.6T deployments to Google’s emerging 2.4T custom project targeting optical circuit switch applications. The report covers DSP implementations from Ciena, Marvell, and Qualcomm, updated market forecasts, and the long-term potential for Coherent Lite to displace direct-detect optics inside the datacenter at 3.2T and beyond.

The number of venture-backed optical component startups has exploded – the Optical Component Start-Up Tracker identifies these companies and their value propositions.

Coherent revenue forecasts across three procurement models, three customer market segments, and six types of modules

Analysis and opinion on 1Q26 company results.

Uncovering who uses which DSP, and which DSP vendors ship the most volume. Updated with the latest data from 2025.

CPO is still inevitable, but is it now imminent? The next twelve months should provide an answer.

CPO, OCS, ELSFPs, 400G/lane, MSAs, ZR, and multi-rail.

Join Cignal AI Analysts in a 3-Day Discussion with Executives from Across the Optical Industry

Analysis and opinion on 4Q25 company results.