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