Active Insight

OFC2019 – Open and Disaggregated Networks

Open and disaggregated network equipment, software, and standards were a common theme on the floor and in presentations at OFC this year.

OFC2019 – Compact Modular

The compact modular format continues to be the fastest growing segment of the optical hardware market. In this section, the announcements and demonstrations at OFC are detailed.

OFC2019 – Coherent Technology

Coherent announcements and roadmaps at the show focused on two themes: lowering the power of coherent technology for use in pluggable applications and increasing baud rates to raise the maximum capacity of a single wavelength beyond 600Gbps. And despite few new ROADM announcements, there was a spirited debate about future ROADM architectures.

OFC 2019 – Marketwatch Presentations

Scott Wilkinson and Andrew Schmitt gave presentations about 5G and 400ZR during the OFC2019 Marketwatch program. Download a copy of their slides.

Impact of 5G on the Optical Hardware Market (Part 2)

Despite early claims that the optical network must be upgraded to realize the capabilities of 5G, network operators are instead building the radio network first and updating the optical network only when needed.

OFC 2019 Preview and Predictions

The 2019 Optical Fiber Conference is less than a month away. Cignal AI’s analysts have compiled a list of predictions and expectations for what we expect to see from vendors and other OFC participants.

Impact of 5G on the Optical Hardware Market (Part 1)

Despite early claims that the optical network must be upgraded to realize the capabilities of 5G, network operators are instead building the radio network first and updating the optical network only when needed.

3Q18 Coherent Port Pricing Trends

This report examines trends in coherent port pricing from multiple vendors and for the industry overall.

400ZR – The 4th Generation Coherent Opportunity

The arrival of standardized, pluggable 400ZR and derivative technologies – fourth generation coherent – is poised to be the most disruptive event in optical hardware since the advent of coherent 100G in 2010.

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.

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 and challenges in depth.

Third Generation Coherent Technology (Presentation)

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.

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 examines the catalysts and keys to market success for the third generation of coherent.

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.

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.

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. While there is no shortage of media coverage of the ban, Cignal AI aims to provide you with unique insight. We have assembled our observations and conclusions on this remarkable event, and we share answers to some common questions we’ve received as it has transpired.

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…

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.Continue Reading

OFC 2018 – 400G Inside the Datacenter

When the conversation at OFC turned to short reach client optics, faster speeds were the central focus.  Several companies announced products and gave demonstrations of 400G capable technology. The 100G speeds and production ramp that had been such a hot topic at OFC 2017 had little follow-on during 2018.Continue Reading

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,…