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The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. It’s time to take a step back and sort out where things are, what worked, who benefitted, and what happens next. In this Active Insight report, Cignal AI outlines several generations of coherent WDM deployments and examines the catalysts and keys to market success for the third generation of coherent.

In October 2017,  Cignal AI analyzed the occurrence of a slowdown in spending by cloud & colo operators and quantified the magnitude of its impact (see Analysis: 1H17 Cloud and Colo Spending Slowdown).

Cignal AI has issued the 1Q18 Optical Customer Markets Report. Similar to the recent Optical Applications release, this report will now be updated quarterly; previously the report was published every six months.

Andrew Schmitt was invited by Packet Pushers and Scott Wilkinson of ECI to participate in one of its weekly podcasts. While not well known in the service provider world, it is popular among the network engineers of small to large Enterprises. Each podcast has about 10,000 downloads per episode.

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.

This report finalizes our full optical equipment market share analysis and has updated forecasts for the industry through 2022. It is released once results for the current quarter (1Q18) are complete, as tabulated in our Optical Hardware Tracker.

The Cignal AI 1st quarter 2018 (1Q18) Optical Hardware market share tracker is active. This tracker allows clients to download a real-time view of industry results as companies report results. Updates are made continuously and are reflected in the tracking table below.

The 4Q17 edition of the Optical Customer Markets report has been released. It provides insight into how much optical equipment different network operators purchase.

On April 16, the United States Department of Commerce announced that ZTE would no longer be allowed to import American technology products. While there is no shortage of media coverage of the ban, Cignal AI aims to provide you with unique insight. We have assembled our observations and conclusions on this remarkable event, and we share answers to some common questions we’ve received as it has transpired.

Each year, OFC showcases the most noteworthy developments in the optical industry, and this year was no exception. Companies utilized OFC as a venue to announce and demonstrate new products…

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

Each year at OFC, we have the valuable opportunity to hear from the network operators themselves to better understand their vision for the future network. This year, there were some…

When the conversation at OFC turned to short reach client optics, faster speeds were the central focus.  Several companies announced products and gave demonstrations of 400G capable technology. The 100G…

Trends in coherent technology generated enthusiasm among the participants at OFC 2018, and 400G ZR applications were of particular interest. Nokia and Infinera outlined next-generation coherent roadmaps, and Acacia and…

Compact Modular Equipment took center stage at OFC 2018

On March 6, 2018, Nokia announced its fourth generation coherent optical technology, the PSE-3, which continues the company’s strategy of developing coherent DSP processors in-house.

Each year, there is at least one announcement at OFC which surprises the industry. In 2016, the announcement was the introduction of Inphi’s ColorZ, while in 2017 it was news…

On March 6, 2018, Nokia announced its fourth generation coherent optical technology, the PSE-3, which continues the company’s strategy of developing coherent DSP processors in-house. Nokia is betting that these…

On February 14th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2017 (4Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2022.

Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…