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Nokia’s routing and optical businesses are weathering a downturn in EMEA with increasing success in North America and RoAPAC.

Introduces a new, high capacity aggregation router to address emerging metro requirements.

Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules

Optical revenue declined -21% due to unexpected supply chain problems.

Big news coming next year on 1.6T client optics, 200GBaud technology, and a bevy of new coherent DSPs

Market Focus Slides Available for Download

Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.

Coherent bandwidth growth remains muted outside of 400ZR

II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

Product revenue jumps 13%, while ICE6 shipments are flat.

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.