2Q21 Transport Applications Report

Compact modular sales again outperformed the overall optical hardware market while Packet-OTN sales declined. 400ZR is shipping but is supply limited.

1Q21 Transport Applications Report

400Gbps+ port shipments doubled YoY, 400ZR ports started to ship, and compact modular sales significantly outperformed the overall optical hardware market this quarter.

4Q20 Transport Applications Report

4Q20 Compact Modular sales significantly outperformed the overall optical market, as APAC sales more than doubled and surpassed EMEA sales for the first time. 400ZR forecasts for 2022 and beyond were increased based on growing operator interest.

3Q20 Transport Applications Report

Compact modular sales grew much faster than the optical market overall, with significant growth in APAC this quarter. 400ZR and ZR+ modules began sampling with several hundred modules shipped for evaluation.

2Q20 Transport Applications Report

This report includes our initial forecasts of the 100ZR and 400ZR+ markets.. Compact Modular sales grew much faster than the overall market this quarter as disaggregation continues to gain traction in networks outside of Cloud & Colo.

1Q20 Transport Applications Report

Packet-OTN sales doubled in NA as carriers responded to COVID-19, and shipments of 400Gbps+ ports doubled YoY as Chinese equipment companies entered production.

4Q19 Transport Applications Report

Compact Modular sales growth slowed in North America in the 4th quarter, but sales growth outside of NA was exceptionally strong and total worldwide sales grew nearly 50% year-over-year.

3Q19 Optical Applications Report

200G coherent shipments from China exceeded forecasts, worldwide shipments of 100G coherent ports will now decline until lower-cost alternatives emerge.

2Q19 Optical Applications Report

Over a quarter of North American compact modular sales were for long haul deployments as applications continue to expand.

1Q19 Optical Applications Report

Cignal AI’s 1Q19 Optical Hardware Applications Report has been issued.

4Q18 Optical Applications Webinar

Cignal AI presents the results from the 4Q18 Optical Applications Report.

4Q18 Optical Applications Report

Cignal AI’s 4Q18 Optical Hardware Applications Report has been issued.

3Q18 Optical Applications Report

Cignal AI’s 3Q18 Optical Hardware Applications Report has been issued.

2Q18 Optical Applications Report

Cignal AI’s 2Q18 Optical Hardware Applications Report has been issued.

1Q18 Optical Applications Report

Cignal AI’s 1Q18 Optical Hardware Applications Report has been issued. Its arrival marks the first quarterly release of this report, which will now be standard practice; previously the report was published every six months.

4Q17 Optical Applications Report

The 4Q17 edition of the Optical Hardware Applications report has been released. The report contains details on the following areas:

1H17 Optical Applications Report

Our 1H17 edition of the Optical Hardware Applications report has been released.

2H16 Optical Applications Report

Our 2H16 edition of the Optical Hardware Applications report has been released.

1H16 Optical Applications Updated

Our 1H16 edition of the Optical Hardware Applications report is updated and now includes a complete PowerPoint summary.

1H16 Optical Hardware Applications

Our 1H16 edition of the Optical Hardware Applications report has been published.