Skip to main content

Active Insight

Cignal AI’s reporting on important market developments, included as a free service with reporting subscriptions.

Please log in to see if you are subscribed to this report.

Ciena Ups its Router Game to Address the New Metro

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

Previewing 800/1.6Tbs Client Optics

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

ECOC 2022 Show Report

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

ECOC 2022 – Fracturing of the 400ZR Market

Market Focus Slides Available for Download

Cisco PONC 2022 – Observations and Thoughts

Cisco Packet Optical Networking Conference advanced the RON strategy.

II-VI and ADVA announce a shakeup in the 100ZR market

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

Coherent Port Pricing Trends (1Q22)

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

ROADM Deployments by Size and Technology

The Transport Application Report now includes ROADM & line system deployment data

OFC 2022 Show Report

Key technology takeaways from OFC 2022.

OFC 2022 – Marketwatch State of the Industry

Slides available

OFC 2022 – Sneak Peek

Here is a sneak peek of the hot topics of discussion at OFC 2022

400ZR IPoDWDM – Market Impact and Forecast

How will the adoption of 400ZR and ZR+ pluggable coherent modules impact Metro WDM equipment spending?

400ZR vs 800G – Classifying Coherent Technology

The historical classification of coherent optical technology (Gen1, Gen2, etc.) is no longer sufficient. Therefore, Cignal AI will now recognize and classify coherent DSP technology by its maximum baud rate and whether the DSP is optimized for Performance or Compact applications.

Cisco/Acacia Announces 1.2Tbps DSP and Coherent Module

Development moves past 90+ GBaud directly to 120+

OpenROADM Update

Nearly 5 years after the project’s inception, AT&T disclosed it has deployed OpenROADM-based networks across a dozen US metros.

OFC 2021: 400ZR/ZR+ Coherent Pluggables

After years of anticipation, 400G pluggable digital coherent optics (DCO) will finally achieve general availability and initial deployment in 2021.

OFC2021 Marketwatch SOTI Slide

OFC21: Marketwatch State of the Industry

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

OFC21: 800G Coherent and Beyond

Several vendors are shipping 800Gbps capable coherent optical solutions, and now the industry must consider the next steps in development.

OFC21: Co-packaged Optics

Co-packaged optics (CPO) moved from hero experiments to discussions of commercial roadmaps this year. In this update from OFC21, we cover the key points about CPO discussed at the show.

GEN90P Coherent Trials and Deployments

Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.

Infinera Investor Day 2021

Infinera provided new details on ICE6, XR Optics, Groove Compact Modular, and opportunities to displace Huawei.

TeliaCarrier 400ZR Plans

Telia Carrier – Open Optical Networks and 400ZR

TeliaCarrier’s plans for deploying 400ZR and growing its network post-COVID

Full Report Archive >>

File archive contains all past report publications. Clients can access all files on or before their most recently purchased subscription.

File Archive

220928-Cignal-TRNEQ-AI-2Q22-ECOC-2022-Show-Report.pdf

220920-Cignal-TRNEQ-AI-2Q22-ECOC-2022-Market-Focus.pptx

220908-100ZR-Webinar-Final.pdf

220711-Cisco-PONC-2022.pdf

220627-Cignal-TRNEQ-AI-Coherent-Pricing-Trends-1Q22.pdf

220504-Cignal-TRNEQ-AI-Ports-Forecast-Update.pdf

220321-Cignal-OPTEQ-AI-OFC2022-Show-Report.pdf

220308-Cignal-TRNEQ-AI-4Q21-OFC22-Wilkinson-Marketwatch.pptx

220224-Cignal-Webinar-AI-4Q21-Deploying-IP-over-DWDM-with-400ZR.pdf

211116-Cignal-TRNEQ-AI-3Q21-400ZR-IPoDWDM-Impact.pdf.pptx

211108-Cignal-TRNEQ-AI-3Q21-Lumentum-Neophotonics.pdf

211014-Cignal-TRNEQ-AI-2Q21-Coherent-Generations.pdf

210729-Cignal-TRNEQ-AI-2Q21-OpenROADM.pdf

210629-Cignal-TRNEQ-AI-1Q21-OFC21-400ZR.pdf

210608-Cignal-TRNEQ-AI-1Q21-OFC21-Marketwatch-SOTI-Cignal-Schmitt.pptx

210625-Cignal-TRNEQ-AI-1Q21-OFC21-800G-Coherent-and-Beyond.pdf

210622-Cignal-TRNEQ-AI-1Q21-OFC21-Copackaged-Optics.pdf

210525-Cignal-TRNEQ-AI-1Q21-Infinera-Investor-Day-2021.pdf

210504-TRNEQ-AI-1Q21-Telia-Plans-for-400ZR.pdf

210422-Cignal-TRNEQ-AI-1Q21-Tencent-White-Box.pdf

210420-Cignal-TRNEQ-AI-4Q20-Compact-Modular-in-APAC.pdf

210225-Cignal-TRNEQ-4Q20-AI-First-400ZR-Trial.pdf

210203-Cignal-TRNEQ-AI-3Q20-2021-Outlook.pdf

201023-Cignal-TRNEQ-AI-3Q20-5G-Optmized-Packet-Fronthaul.pdf

200706-Cignal-TRNEQ-AI-1Q20-Coherent-Pricing-Trends.pdf

200521-Cignal-TRNEQ-AI-1Q19-The Nokia PSE-V

200507-Cignal-TRNEQ-AI-1Q20-Acacia Vendor Report.pdf

200424-Cignal-TRNEQ-AI-4Q19-2020-Forecast-Update.pdf

200330-Cignal-TRNEQ-AI-4Q19-OFC2020-Optical-Transport.pdf

200225-Cignal-OPTEQ-AI-4Q19-OFC2020-Preview.pdf

191231-Cignal-OPTEQ-AI-3Q19-Cisco-Future-of-Internet

191218-Cignal-OPTEQ-AI-3Q19-5th-Gen-Optics-Update.pdf

191029-Cignal-OPTEQ-AI-2Q19-State-of-Optics.pdf

191004-Cignal-OPTEQ-AI-2Q19-ECOC-2019-Notes-and-Observations.pdf

190730-Cignal-OPTEQ-AI-1Q19-OIF-Presentation-Pluggable-Coherent.pptx

190712-Cignal-OPTEQ-AI-1Q19-Cisco-Acacia-Acquisition.pdf

190530-Cignal-OPTEQ-AI-1Q19-NGON2019-Notes-and-Observations.pdf

190315-Cignal-OPTEQ-AI-4Q18-OFC2019-Marketwatch-Slides

190219-Cignal-OPTEQ-AI-4Q18-5G-and-Optical-Part-II.pdf

190212-Cignal-OPTEQ-AI-4Q18-OFC2019-Preview.pdf

190204-Cignal-OPTEQ-AI-4Q18-5G-and-Optical-Part-I.pdf

190110-Cignal-OPTEQ-AI-3Q18-Coherent-Port-Pricing-Trends-Report.pdf

181128-Cignal-OPTEQ-AI-3Q18-400ZR-The-4th-Generation-Coherent-Opportunity.pdf

181031-Cignal-OPTEQ-AI-3Q18-2018-SCTE-Cable-Tec-Expo-Key-Optical-Topics.pdf

181029-Cignal-OPTEQ-AI-2Q18-Infinera-Acquires-Coriant.pdf

181010-Cignal-OPTEQ-AI-2Q18-ECOC-2018-OIDA-Dinner-Cignal-AI.pptx

181010-Cignal-OPTEQ-AI-1Q18-Third-Generation-Coherent-Technology.pdf

180112-Cignal-OPTEQ-AI-3Q17-CMII-Optical-Roadmap-2022-Chinese.pdf

180112-Cignal-OPTEQ-AI-3Q17-CMII-Optical-Roadmap-2022-English.pdf

170919-Cignal-OPTEQ-AI-2Q17-ECOC-2017-Market-Focus.pptx

170919-Cignal-OPTEQ-AI-1Q17-NGON-Presentation-2017.pptx

160919-Cignal-OPTEQ-AI-2Q16-ECOC2016-Market-Focus.pdf

160321-Cignal-OPTEQ-AI-2Q16-OSA-EXEC-Forum-2016.pptx

160701-Cignal-OPTEQ-AI-1Q16-IIR-WDM-2016-Combined.pdf