Mentions

OIF standardization initiatives resulted in the fastest ramping telecom technology in history and marked a turning point in the market from proprietary embedded WDM optics to interoperable pluggable coherent modules.

The transceiver leverages the Coherent L-band 140 Gbaud IC-TROSA, and demonstrated at ECOC2024 in a Juniper PTX.

Cisco executive Bill Gartner highlighted a recent Cignal AI report in a note talking about the benefits and milestones of the company’s Routed Optical Networking (RON) architecture.

OIF standardization initiatives resulted in the fastest ramping telecom technology in history and marked a turning point in the market from proprietary embedded WDM optics to interoperable pluggable coherent modules.

Mentioned: Scott Wilkinson and the first interop of 800ZR modules.

Mentioned: Kyle Hollasch’s thoughts on OFC 2024.

Mentioned: Scott Wilkinson on 800ZR pluggables volumes

Mentioned: Scott Wilkinson on Gen 120P market growth

Mentioned: Scott Wilkinson on interoperable PCS and 800ZR

Mentioned: Kyle Hollasch on Ribbon’s announced interop testing with Cisco

Mentioned: Scott Wilkinson on the 1.6Tbs client optics market.

Mentioned: Andrew Schmitt on the success of the OIF in pluggable coherent applications

Mentioned: Scott Wilkinson and Credo’s new half-retimed 800G DSP

Mentioned: Scott Wilkinson interviewed about the in depth report on Linear Drive optics.

Mentioned: Scott Wilkinson and Marvell’s 800ZR DSP and module announcements.

Mentioned: Scott Wilkinson and the Linear Drive report

Mentioned: Kyle Hollasch at NGON 2023

Mentioned: Scott Wilkinson by Effect Photonics on building the 100ZR supply chain.

Phil Harvey Interviews Scott Wilkinson about pluggable coherent at OFC 2023.

Mentioned: Andrew Schmitt on Coherent’s first 100ZR demo

Mentioned: Kyle Hollasch on Nokia’s new PSE-6 coherent solution

Mentioned: Scott Wilkinson on new hardware from Ekinops

Mentioned: Kyle Hollasch on Ciena’s acquisition of Tibit and Benu

Mentioned: Kyle Hollasch on Smartoptics IP-over-DWDM initiatives

Mentioned: Scott Wilkinson’s thoughts on ECOC 2022

Mentioned: Scott Wilkinson on Innolight’s new 100ZR module

Mentioned: Andrew Schmitt on Source Photonics ECOC award

Mentioned: Kyle Hollasch contributes to SubTel Forum Magazine

Mentioned: Kyle Hollasch on Cisco’s Routed Optical Networking Architecture

Mentioned: Scott Wilkinson on Marvell shipping 100k 400G coherent DSPs.

Phil Harvey Interviews Andrew Schmitt at OFC 2022

Mentioned: Scott Wilkinson on the OIF’s role in the success of 400ZR

Mentioned: Kyle Hollasch on Nokia IP over DWDM demo

Mentioned: Scott Wilkinson on Marvell and OE solutions announcement.

Mentioned: Scott Wilkinson on Acacia’s new product announcement

Mentioned: ADTRAN and ADVA have announced a merger

Quick thoughts on equipment spending trends as well as a current view on the role of pluggable coherent modules.

Marvell, in conjunction with newly closed acquisition Inphi, announced it’s latest generation 400ZR DSP – Deneb.

In conjunction with OFC, Cisco published a note quantifying the total volume of coherent ports shipped with Acacia and Cisco technologies combined.

In a video produced by OFC, Scott Wilkinson previews the important topics expected during OFC 2021 such as embedded optics and fifth-generation coherent & pluggable optics.

Inphi announced that the development of its 400ZR module is complete and that the products have reached production availability.

Lightreading covered an announcement by Telia Carrier that it was one of the first major network operators to use pluggable 400ZR and OpenZR+ coherent modules.

OIF members participated in a ten-week long interoperability testing exercise in Telefonica’s Madrid lab in order to conduct a multi-vendor demonstration within Telefonica’s network with participation from China Telecom and TELUS.

Acacia announced further enhancements to its 100G coherent pluggable product line targetted at edge and access applications.

Lightwave published an article summarizing 1Q20 optical hardware results using data from our report.

Nokia launched it’s 5th generation coherent solution. This includes new PSE-5 DSPs, new CSTAR silicon photonics from its Elenion acquisition, and pluggable CFP2-DCO and QSFP-288DD pluggable modules.

The OIF announced that the official release of the 400ZR implementation agreement is now available for download.

Infinera announced new versions of the Groove chassis to support 5th generation coherent ICE6 optics and provide feature enhancements to better address applications outside of cloud and colo operators.

Acacia announced a new family of 400G coherent pluggable optics for 400ZR/Open ROADM applications based on the new 7nm Greylock DSP.

Lightwave gathered opinions from several people in the industry to look at the opportunity for 400G in the data center during 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.

Inphi announced it sampled the industry’s first 400ZR QSFP-DD module to major cloud operators and equipment manufacturers.

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.

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.

Inphi announced that it was first to production with a 100Gbps/400Gbps Single-Lambda PAM4, a complete 56GBaud solution with linear TIA and drivers.

Andrew Schmitt spoke at the Optical Internetworking Forum’s 3Q19 meeting in Montreal on July 30th, 2019. The OIF press release mentioned the two new projects kicked off at the meeting as well as highlighted Andrew’s presentation on 400ZR, which was attended by about 100 OIF members.

LightWave summarized the opinions of several people in the optics industry about the $2.6B proposed acquisition of Acacia by Cisco.

LightReading reported on Cisco’s proposed acquisition of Acacia and requested a quote from Cignal AI.

LightReading summarized the challenges faced by Neophotonics as a result of the ban on component shipments to Huawei. The article quoted Andrew Schmitt at length about the potential outcome of the ban and the prospect for M&A activity involving Neophotonics as a result.

OIF standardization initiatives catalyzed a transition from multiple proprietary tunable laser solutions to a nearly universally used standard

Before OFC, Acacia highlighted progress towards bringing the AC1200 optical module and Pico DSP to production with customer field trials of its components in Adva and Cisco equipment.

Cisco mentioned multi-haul, our concept of a coherent link that is capable of operating across a wide range of speeds and distance, in a blog detailing the results of a trial with Verizon of their new NCS1004 platform.

Ciena announced its latest generation of coherent technology with a dual strategy of pushing coherent speeds to 800Gbs as well as delivering low power pluggable 400ZR solutions.

Infinera announced the details and schedule for ICE6, its next-generation coherent engine featuring 800G operation. It is a 1.6T monolithic PIC co-packaged with a new internally developed 7nm DSP.

Lightwave summarized the acquisition of Finisar by II-VI and requested commentary from Cignal AI.

On November 5th, Andrew Schmitt and Scott Wilkinson traveled to New York for a day of 1:1 meetings with investors and a lunch presentation to a group of investors. Topics included the role compact modular systems would play in shaping operator spending, Chinese spending and technology trends and discussion of the ongoing industry consolidation.

Raymond James released a note summarizing the discussions – some observations are excerpted here:

Acacia mentioned data from our Optical Applications report during its calendar first quarter conference call with investors on May 3, 2018. The company referenced our extensive work following the development of the coherent 400G ZR market.

Gazettabyte discovers that Ciena is actively hiring people to staff an Optical Microsystems Division including internal salespeople tasked to secure market footprint.

Lightwave writes about our 2Q18 Optical Application report and changes to the 2018 200G & 400G forecast.

Prior to ECOC 2018 Inphi introduced the industry’s smallest form factor, lowest power and highest performance 64GBaud quad coherent TIA and driver.

Lightwave covers our 1Q18 Optical Application report and documents our boost of the 100G coherent market forecast in 2022.

Ciena references data from the most recent 4Q18 Optical Application report in a blog post that outlines its opinions on how 400G is being deployed.

Acacia mentioned data from our Optical Applications report during its calendar first quarter conference call with investors on May 3, 2018. The company referenced our extensive work following the development of the coherent 400G ZR market.

Fujitsu announced its new 1FINITY T500 and T600 products, adding to its family of compact modular transponders and optical common equipment. The T600 is capable of 600G per wavelength coherent operation using the NTT Electronics DSP.

Inphi announced its 16nm 400Gbps 56GBaud Porrima Single-Lambda PAM4 chip platform. This silicon is required to hit cost points for QSFP56-DD modules that will enable high volume adoption of 400GbE inside data centers.

This was an announcement for Nistica’s new WSS module, code-named Bernoulli, which is designed for use in compact modular optical open line systems. It fits in the size of a CFP2 module and comes in different versions to perform critical monitoring, power balancing, or optical switching functions.

Microsemi (Acquired PMC-Sierra) announced announced a 1.2 Terabit capacity OTN framer/processor chip, no doubt designed to pair with the flood of 1.2T DSPs hitting the market during 2018. The device can support 400GbE clients as well as Flex-E and has onboard encryption.

Nokia announced it’s third generation coherent in-house DSP family. AMopng support for higher modulations and baud rates supporting up to 2x600G transmission, it added probabilistic constellation shaping (PCS) which maximized channel capacity.

Infinera announced that Netflix deployed the Infinera Cloud Xpress 2 to expand their delivery capacity for streaming videos.

Acacia mentioned data from our Optical Applications report during its third-quarter earnings conference call with investors on November 3, 2017. The company highlighted our unique work to measure and forecast demand for 100G+ coherent deployments at the edge of the network.

Inphi mentioned adjusting internal forecasts for 100G port growth during its third-quarter earnings conference call with investors on October 31, 2017.

Infinera published two papers at ECOC 2017 that set new milestones in terms of baud rate (100Gbs) and modulation density (1024 QAM). While these technologies are years away from commercial reality and deployment Infinera is demonstrating a continued commitment to the in-house development of photonic integration and the results it believes this can achieve.

Inphi announces samples of its latest Polaris PAM-4 DSP for inside the data center which. This is the PAM-4 engine that powers optical modules such as 200G QSFP28s and 400G CFP8s running FR8 signaling. The chip also integrates both single and multi-mode laser drivers, further reducing cost.

Semtech and Multiphydemonstrate a single-lambda 100G solution at ECOC for DR4 modulation in a QSFP28. This included a single channel PAM-4 DSP from Multiphy, and modulator driver and TIA from Semtech.

Infinera completed a trans-Atlantic field trial with it’s new XTS-3300, slightly edging out the performance of previous announcements by Ciena and Nokia for trans-Atlantic links.

Infinera announced a major upgrade to its XTM chassis (Transmode acquisition) bringing 200G and 400G uplink capabilities to existing systems already deployed in the field.

Infinera announced its new CX2 is GA and deployed in cloud and colo networks, a crucial strategic follow up to its successful first-gen Cloud Xpress, which the competition has now caught up to.

A compact summary of Cignal AI’s position in the debate:

Inphi is the market share leader for coherent driver and receiver electronics and wanted to highlight exactly how much of their product is in the field.

Infinera announced a major expansion of its Instant Bandwidth feature, making those features network wide and eventually paired with software-based network control.

Ranovus announces a new direct detect solution in CFP2 DCO format, joining InPhi in offering solutions to the DCI marketplace.

Inphi announces a companion component to its 400G TIA, and now offers electronics to interface the latest 400G+ DSPs with coherent optics

Andrew Schmitt comments on Infinera’s announcement of an upgraded mobile anyhaul (front/backhaul) optical transport system.

Lightwave quotes Andrew Schmitt in its article regarding the acquisition of Clariphy Communications by Inphi:

An Investor Business Daily article summarized a research note from Piper Jaffray. The note was issued by Troy Jensen following a call held with Andrew Schmitt and 70+ buy-side investors.

Andrew Schmitt is interviewed after his presentation at ECOC 2016 in Dusseldorf where he presented an update on the use of 100G coherent in the data center interconnect and metro markets.

Infinera announced a follow on product to it’s groundbreaking Infinera Cloud Xpress, including the integration of it’s GEN4 PIC technology.

Inphi bet big and bet early on linear drivers, rather than limiting drivers, for coherent applications. As a result they dominate this market. It announced a product refresh at ECOC 2016.

Fujitsu Network Communications rolled out its new 1FINITY Platform, aimed at service providers interested in dis-aggregated optical network architectures.

Andrew Schmitt wrote an article sent to all OFC 2016 attendees foreshadowing what would be the big themes for the show and what trends would follow throughout the year.

Clariphy announced a new 16nm silicon platform designed to be the foundation for future 400G coherent DSP designs.

As part of it’s impending rollout of equipment in Verizon’s metro WDM network, Ciena announced a new 6500 platform for this application.

Lightwave summarizes the news that the US Dept. of Commerce has blocked all exports to ZTE in China.

Nokia (Alcatel-Lucent, really) announced its first integrated mobile fronthaul transport system. Happy to say it also was the first quote for Cignal AI.