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Key technology takeaways from OFC 2022.

Fourth-quarter 2021 worldwide optical hardware spending increased 3.5% YoY. Declines centered in APAC for the second consecutive quarter, while all other regions grew YoY.

Slides available

Quarterly and annual revenue hit records while ICE6 shipments double.

Here is a sneak peek of the hot topics of discussion at OFC 2022

Nokia’s packet and optical businesses performed well in North America while slowing in traditional stronghold EMEA.

Optical component revenue was down slightly for the quarter, but strong Datacom results and indicators of future growth are grounds for optimism.

Fujitsu’s North American revenues finally returned to growth as wireless fronthaul and compact modular revenue grew.

Although Lumentum posted revenue declines in both Telecom and Datacom, segments the company is optimistic about long-term growth in the two markets.

Ciena has a record revenue quarter – and record backlog as supply chain challenges continue.

Cloud operator and traditional telco spending leads rebound in North America

Marvell’s Industry Analyst Day provided excellent insight into the company’s views on the roadmaps for intra-datacenter and pluggable coherent optics.

Compact Modular equipment sales continued to surge while Chinese coherent port shipments stalled.

Initial Optical Components report, in Beta – for access to the report, please contact [email protected].

Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.

ICE6 ships in volume, but supply chain challenges keep revenue flat.

Despite supply chain issues, II-VI expects revenue growth in optical communications and consumer components.

How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?

Lumentum’s revenue above guidance was overshadowed by the announcement to purchase Neophotonics.

Cignal AI’s observations on the proposed merger.