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.
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.
100ZR: Coherent at the Network Edge
An in-depth look at the catalysts, potential, and outcome of the 100ZR market.
Coherent 4Q22 Vendor Summary Report
Coherent posted a very strong quarter with double-digit gains in both Telecom and Datacom as the company sees no slowdown in demand for optical components.
3Q22 Optical Components Report
400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.
Marvell 3Q22 Vendor Summary Report
Fresh insights on Marvell’s current and future plans for optical networking.
Coherent 3Q22 Vendor Summary Report
Coherent’s Datacom sales grew more than 10% this quarter and in contrast to Lumentum’s more pessimistic outlook. the company was optimistic about future datacom sales.