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

Scott Wilkinson, Lead Analyst for Optical Hardware, recently moderated a discussion on “Disaggregation Strategies & Transport SDN” in advance of the NGON & DCI World conference in Nice. Scott…

5G mobile technology and the cable/MSO initiative Fiber Deep are generating interest in new and unique optical networking solutions

The next major stop on the road to faster speeds in the datacenter is 400Gbps Ethernet, and activity at OFC2019 centered on making this speed a feasible commercial option.

Open and disaggregated network equipment, software, and standards were a common theme on the floor and in presentations at OFC this year.

The compact modular format continues to be the fastest growing segment of the optical hardware market. In this section, the announcements and demonstrations at OFC are detailed.

Coherent announcements and roadmaps at the show focused on two themes: lowering the power of coherent technology for use in pluggable applications and increasing baud rates to raise the maximum capacity of a single wavelength beyond 600Gbps. And despite few new ROADM announcements, there was a spirited debate about future ROADM architectures.

Scott Wilkinson and Andrew Schmitt gave presentations about 5G and 400ZR during the OFC2019 Marketwatch program. Download a copy of their slides.

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Infinera’s 4Q18 results.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Nokia’s 4Q18 results.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Cisco’s 4Q18 results.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Huawei’s 4Q18 results.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 4Q18 results.

Despite early claims that the optical network must be upgraded to realize the capabilities of 5G, network operators are instead building the radio network first and updating the optical network only when needed.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Tejas’ 4Q18 results.

Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Fujitsu’s 4Q18 results.

The 2019 Optical Fiber Conference is less than a month away. Cignal AI’s analysts have compiled a list of predictions and expectations for what we expect to see from vendors and other OFC participants.

Despite early claims that the optical network must be upgraded to realize the capabilities of 5G, network operators are instead building the radio network first and updating the optical network only when needed.

The Cignal AI 4th quarter 2018 (4Q18) Optical Hardware market share tracker is now active. This interactive page tracks hardware sales as results are reported for the quarter.