Modern Market Research for Networking Communications
Cignal AI provides active and insightful market research for the networking component and equipment market as well as its end customers. Our work blends expertise from a variety of disciplines to offer a unique, informed perspective on the continuous evolution of networking communications, and includes both quantitative and qualitative analysis of the technology markets.
Cignal AI provides reporting on Optical and Packet Transport Hardware, Applications, and Customer Markets on a quarterly and annual subscription basis. Cignal AI clients subscribed to one or more of our market reports receive Active Insight news service as a benefit, free of charge, during their subscription term.
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Tabulates the entire transport equipment market according to hardware based features and capabilities
Identifies, quantifies, and forecasts portions of transport market that address specific functions or customer applications
Tabulates transport equipment purchased by operators representing several customer verticals
Cignal AI’s news service, delivering articles and analysis on important optical market events and items of interest as they occur
Recent Reports
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Transport Hardware
Transport Applications
Transport Customer Markets
Active Insight
Press Releases & Mentions
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January 7, 2020
Cignal AI invites you to attend an overview presentation about the expansion of Cignal AI’s optical hardware research to include comprehensive coverage of packet switching and routing in service provider transport networks.
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January 7, 2020
Gazettabyte authored a lengthy article about the sampling of the first 400G DSP for use in pluggable applications. It included an interview with Inphi, Neophotonics, and analysts including Andrew Schmitt.
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December 31, 2019
Cisco held a major launch event to communicate that the company is reorienting its focus to changing network architectures and customers. The deeper message was one of cultural changes at Cisco.
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December 19, 2019
Inphi announced it sampled the industry’s first 400ZR QSFP-DD module to major cloud operators and equipment manufacturers.
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December 18, 2019
An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.
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December 11, 2019
Cignal AI has issued the 3Q19 Optical Customer Markets Report. Incumbent spending grew in every region, Cloud & Colo spending growth slowed, and Cable & MSO sales declined.
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December 6, 2019
Cignal AI’s 3Q19 Optical Hardware Applications Report has been issued.
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November 27, 2019
This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.
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November 27, 2019
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Cisco’s 3Q19 results.
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November 26, 2019
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Infinera’s 3Q19 results.
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Transport Hardware

November 27, 2019
This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.
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November 27, 2019
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Cisco’s 3Q19 results.
Continue Reading »

November 26, 2019
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Infinera’s 3Q19 results.
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November 25, 2019
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Nokia’s 3Q19 results.
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November 15, 2019
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 3Q19 results.
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September 10, 2019
The Cignal AI 3rd quarter 2019 (3Q19) Optical Hardware market share tracker is now active. The tracker gives clients a real-time view of market results as they are released.
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August 26, 2019
This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2023.
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August 26, 2019
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Huawei’s 2Q19 results.
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August 19, 2019
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Infinera’s 2Q19 results.
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August 12, 2019
Vendor summary reports focus on the most recent quarterly financial results and items of interest for select vendors. This report covers Ciena’s 2Q19 results.
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Transport Applications

December 6, 2019
Cignal AI’s 3Q19 Optical Hardware Applications Report has been issued.
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September 3, 2019
Cignal AI’s 2Q19 Optical Hardware Applications Report has been issued.
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June 14, 2019
Cignal AI’s 1Q19 Optical Hardware Applications Report has been issued.
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March 28, 2019
Cignal AI presents the results from the 4Q18 Optical Applications Report.
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March 27, 2019
Cignal AI’s 4Q18 Optical Hardware Applications Report has been issued.
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Transport Customer Markets
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Active Insight

December 31, 2019
Cisco held a major launch event to communicate that the company is reorienting its focus to changing network architectures and customers. The deeper message was one of cultural changes at Cisco.
Continue Reading »

December 18, 2019
An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.
Continue Reading »

October 28, 2019
In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.
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October 4, 2019
Hosted in Dublin this year, ECOC 2019 offered three days of interaction with primarily component companies. Equipment and service provider attendance was minimal, although a handful did make the trip to the component-centric show.
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September 4, 2019
Forward-looking operators use disaggregation to build agile optical transport networks.
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Press Releases & Mentions

January 7, 2020
Gazettabyte authored a lengthy article about the sampling of the first 400G DSP for use in pluggable applications. It included an interview with Inphi, Neophotonics, and analysts including Andrew Schmitt.
Continue Reading >>

December 19, 2019
Inphi announced it sampled the industry’s first 400ZR QSFP-DD module to major cloud operators and equipment manufacturers.
Continue Reading >>

November 25, 2019
Inphi announced it sampled its new Canopus coherent DSP, the industry’s first merchant 7nm coherent DSP designed to support 400ZR and 400ZR+ applications. Andrew Schmitt commented in the press release, joined by others from Arista and Juniper.
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September 23, 2019
Infinera introduced its roadmap concept for XR optics, the industry’s first point-to-multipoint coherent optical subcarrier aggregation technology. Andrew Schmitt provided editorial commentary in the release.
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September 23, 2019
Inphi announced that it was first to production with a 100Gbps/400Gbps Single-Lambda PAM4, a complete 56GBaud solution with linear TIA and drivers.
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more >>