Active Insight

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.

This is a summary of how OFC 2024 and the conversations we had there shaped our thoughts.

Trends in operator spending, datacenter optics, and sanity checking the optics forecast for AI applications.

Driven by sales to Cloud operators, full year 2023 revenue came in at a record $1.3B.

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

Key themes to watch – AI, 800G, and everything else

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.

Optical and routing results point to growing weakness in North American carrier capex.

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

Sales to Cloud operators powered $3B in optical revenue for 2023.

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.

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.

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.

Fujitsu faces headwinds as weakness in Japan combines with the end of fronthaul sales in NA. Can the 1FINITY Ultra Optical System help it break into new markets?

Optical and routing point to growing weakness in North American carrier Capex.

The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.

Nokia and Ericsson see no turnaround for telco capex, and no killer 5G app

800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules