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Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.

Battling supply chain constraints and currency fluctuations, Nokia’s optical and packet businesses maintain flat YoY growth.

Cisco Packet Optical Networking Conference advanced the RON strategy.

Ciena grows packet revenue 72% and WaveLogic port shipments recover. But annual guidance is lowered due to persistent supply chain concerns.

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.

Coherent bandwidth growth returns to historical levels & ROADM coverage initiated.

First-quarter 2022 worldwide optical hardware spending increased 2.5% YoY, while packet gained 2%. North America led growth in both categories.

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.