Optical Components

Datacom continues to grow, telecom turns the corner, and optical circuit switching finally gets a customer order.

Datacom revenue growth returns with the announcement of new transceiver customers, and telecom has finally turned the corner.

Two years into the AI boom, a look back at the vendors who benefited.

The inevitable technology that hasn’t happened – yet.

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will account for most of the future growth.

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

In this update to our OCS report we cover more vendors and technologies, investigate more applications, and introduce a forecasting model.

Datacom revenue more than doubled for the second quarter in a row as AI demand for 400GbE and 800GbE modules continued unabated. Telecom revenue has emerged from the depths of its recent decline.

Insatiable AI demand propels Coherent’s revenue growth in Datacom while new optimism emerges for Telecom.

Lumentum called the Telecom market bottom and revenues shot up QoQ. Datacom revenues declined due to an expected pause from one customer.

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

Datacom revenue hit new records with a surge in 400GbE shipments and continued growth in 800GbE. Telecom’s only growth area is 400G coherent pluggables.

New CEO Jim Anderson outlined broad strategic goals as the company takes a more cautious view than Lumentum on the potential for Telecom revenue growth.

Lumentum signals the bottom for Telecom and a stall in Datacom revenue through next quarter due to a previously disclosed product transition.

The current state of the art in OCSs, the players, why it matters today, and forecasts for the future.

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.

Optical hardware sales shake off a depressed 2023; Acacia 400ZR shipments resume growth

800G accelerates Datacom revenue growth while lead times shorten.

Datacom is the only highlight this quarter, but it’s a very bright one. The wait for a Telecom turnaround will be a bit longer.