Optical Components

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

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

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.

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

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.

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.

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

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

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

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

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

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

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

Revenue tumbled across the board as customers adjust inventory.

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.

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

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

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

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.