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More ICE6 trials and wins as Infinera now ships for revenue; 600bps port shipments rebound.

Record Q2 profitability – Sales hit by 10% due to supply chain issues – EMEA continues to rebound

Nearly 5 years after the project’s inception, AT&T disclosed it has deployed OpenROADM-based networks across a dozen US metros.

After years of anticipation, 400G pluggable digital coherent optics (DCO) will finally achieve general availability and initial deployment in 2021.

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

Quick thoughts on equipment spending trends as well as a current view on the role of pluggable coherent modules.

Several vendors are shipping 800Gbps capable coherent optical solutions, and now the industry must consider the next steps in development.

Ciena is well-positioned to return to growth in the second half of 2021 as multiple factors align in its favor. 

Co-packaged optics (CPO) moved from hero experiments to discussions of commercial roadmaps this year. In this update from OFC21, we cover the key points about CPO discussed at the show.

Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.

Optical spending by North American Traditional Telco carriers declined steeply YoY compared to a heavily frontloaded 1Q20, but show signs of longer term recovery. Cloud & Colo optical spending worldwide slowed as NA spending stalled in 2020 and APAC is just beginning to take off.

First quarter optical spending was down compared to the Covid-impacted 1Q20. Packet transport sales, which suffered a year ago from operational issues, increased sharply.

Infinera provided new details on ICE6, XR Optics, Groove Compact Modular, and opportunities to displace Huawei.

Exceptional optical and packet hardware sales. Significant wins, despite delays in next generation coherent optical technology, will provide momentum for the year.

ICE6 is shipping to customers, while 600Gbps port shipments grow and support for 400Gbps pluggable optics is added to existing systems.

TeliaCarrier’s plans for deploying 400ZR and growing its network post-COVID

Record Revenue and Orders – North America Rebound Coming – Components Become 10% of Business During Next Three Years

Chinese webscale operator Tencent has been developing its own white box for optical transport. In this report we provide more details of Tencent’s work, including its adoption of CFP2 400Gbps optics.

Compact Modular sales (and hence disaggregation) have historically lagged in APAC versus the rest of the world, so APAC’s sudden and extraordinary growth over the past few quarters means that something has changed and deserves a closer look.

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.