Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.
II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.
Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.
It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.
Marvell reported strong datacenter DSP growth and reached the milestone of 100k units shipped of coherent Gen60C DSPs, indicating a healthy market for high-speed optics.
Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.
Despite significant supply chain pressures, II-VI posted positive results for the quarter and highlighted better results in the second half of the year.
Despite another quarter of revenue declines, Lumentum is more optimistic about double-digit revenue growth in the second half of 2022 and throughout 2023.
This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.
Optical component revenue was down slightly for the quarter, but strong Datacom results and indicators of future growth are grounds for optimism.
Although Lumentum posted revenue declines in both Telecom and Datacom, segments the company is optimistic about long-term growth in the two markets.
Marvell’s Industry Analyst Day provided excellent insight into the company’s views on the roadmaps for intra-datacenter and pluggable coherent optics.
Despite supply chain issues, II-VI expects revenue growth in optical communications and consumer components.
Lumentum’s revenue above guidance was overshadowed by the announcement to purchase Neophotonics.