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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.

Stung by supply chain difficulties, Nokia’s optical business declined, while packet continued to outperform.

Despite another quarter of revenue declines, Lumentum is more optimistic about double-digit revenue growth in the second half of 2022 and throughout 2023.

Record company revenue. North America rebounds. Price hikes will take effect in second half ’22

Cignal AI has updated forecasts for coherent ports in the Transport Applications Report.

The Transport Application Report now includes ROADM & line system deployment data

Ciena grows hardware revenue 9% and lays the foundation for double-digit growth in 2022.

This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.

400ZRx Pluggable shipments surge while lower cloud spending holds back Compact Modular in North America.

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.