References and usage of Cignal AI opinions and data in the public domain
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.
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:
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.