Lumentum 4Q23 Vendor Summary Report

Revenues continue to be in the doldrums and the slowdown is expected to continue for a couple of quarters before growth returns.

Coherent 4Q23 Vendor Summary Report

Coherent calls the bottom in the Telecom optical components market while capitalizing on the AI-fueled Datacom boom.

The Move to Coherent Inside the Datacenter

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

Coherent Port Pricing Trends (1Q24)

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.

3Q23 Optical Components Report

Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.

Coherent 3Q23 Vendor Summary Report

Coherent’s revenue declined in all segments, but the company’s forecast for a return to growth in 2024 remains unchanged.

Lumentum 3Q23 Vendor Summary Report

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.

Lumentum Buys Cloud Light

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.

GEN120+ Coherent Trials and Deployments

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

2Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

Coherent 2Q23 Vendor Summary Report

Lackluster performance and a lowered forecast overshadowed optimism about revenue growth.

Lumentum 2Q23 Vendor Summary Report

Despite strength in ROADM sales this quarter, Lumentum’s revenue declined sharply across all segments and the company does not anticipate recovery until 2024.

The Linear Drive Market Opportunity

Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.

Applied Optoelectronics Vendor Summary Report

AOI made news recently with its intention to sell its Chinese manufacturing facilities and partnership with Microsoft for laser development.

1Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

Coherent 1Q23 Vendor Summary Report

The last bastion of optimism in optical components has reported revenue well below guidance as inventory absorption affects the entire industry.

Lumentum 1Q23 Vendor Summary Report

Revenue tumbled across the board as customers adjust inventory.

4Q22 Optical Components Report

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.

Tracking the Coherent DSP Supply Chain

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

Lumentum 4Q22 Vendor Summary Report

Ongoing inventory absorption and supply chain issues depress Lumentum’s datacom revenues, while telecom revenues return to growth.