Infinera Investor Day 2021

Infinera provided new details on ICE6, XR Optics, Groove Compact Modular, and opportunities to displace Huawei.

TeliaCarrier 400ZR Plans

Telia Carrier – Open Optical Networks and 400ZR

TeliaCarrier’s plans for deploying 400ZR and growing its network post-COVID

Tencent, Coherent CFP2 ZR+ and Optical White Boxes

Chinese webscale operator Tencent has been developing its own white box for optical transport. In this report we provide more details of Tencent’s work, including its adoption of CFP2 400Gbps optics.

The Growth of Compact Modular in APAC

Compact Modular sales (and hence disaggregation) have historically lagged in APAC versus the rest of the world, so APAC’s sudden and extraordinary growth over the past few quarters means that something has changed and deserves a closer look.

400ZR+ First Field Trial

Windstream announced it performed a field trial of Acacia 400ZR+ modules in Cisco compact modular equipment. This is a notable event because it is the first public trial of extended reach 4th gen pluggable coherent 400ZR+ modules and the first demonstration of 400ZR+ modules using the larger CFP2 format.

2021 Outlook: Optical & Packet Transport

This report provides a summary of Cignal AI’s current outlook for the year. Creating forecasts for 2020 was uniquely challenging and forecasting the expected return to normal by the end of 2021 is also very complex.

5th Gen Coherent Trials and Deployments

Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.

Webinar – How 400ZR Impacts Networks in 2021

Get ready for the 2021 rollout with commentary from Inphi, Arista, and Microsoft on evaluation results and plans for rolling out 400ZR in 2021.

Webinar – Open Optical Networking

Explore a New Era of open Transport Networking. Hear Infinera & Telefonica’s Perspective on defining and delivering open optical networking.

5G Optimized Packet Transport for Mobile Fronthaul

The diverse requirements of 5G require both the radios and the network supporting the radios to be updated. This report covers advances in 5G packet fronthaul and includes an overview of existing vendor solutions.

Coherent Port Pricing Trends (1Q20)

Our 3Q18 report showed coherent optical port pricing dropping at 26% per year. This report examines the stability of that trend over the last 12 months as new coherent systems entered the market.

Nokia PSE-V Coherent Chipset

Overview and analysis of Nokia’s fifth generation of coherent DSPs, the PSE-Vs, and PSE-Vc.

Acacia 1Q20 Vendor Summary Report

Acacia’s results are a bellwether to the industry. This report looks at the most recent results for the company and examines them in the context of historical trends.

COVID-19 Impact – 2020 Forecast Update

Cignal AI updated the 2020 optical and packet transport hardware forecast with our best estimates of the impact of COVID-19.

OFC2020 Optical Hardware Review

Major optical transport equipment vendors did not present at OFC in March due to COVID-19 concerns, but that did not stop announcements of products and online updates to customers and analysts.

OFC 2020 Preview and Predictions

The Optical Fiber Communications Conference is the most significant industry trade and technical show for optical communications. In preparation for the event, Cignal AI has compiled a list of what to watch at OFC and what announcements to expect.

Cisco: The Future of the Internet

Cisco held a major launch event to communicate that the company is reorienting its focus to changing network architectures and customers. The deeper message was one of cultural changes at Cisco.

5th Gen Coherent Optics – 4Q19 Update

An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.

The State of 5th Generation Optics

In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.

ECOC 2019 Notes and Observations

Hosted in Dublin this year, ECOC 2019 offered three days of interaction with primarily component companies. Equipment and service provider attendance was minimal, although a handful did make the trip to the component-centric show.