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Modern Market Research for Optical 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 Hardware, Optical Hardware Applications, and Optical 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.

Optical Hardware

Tabulates the entire optical equipment market according to hardware based features and capabilities

Optical Applications

Identifies, quantifies, and forecasts portions of optical market that address specific functions or customer applications​

Optical Customer Markets

Tabulates the entire optical equipment market according to end customer type

Active Insight

Cignal AI’s news service, delivering articles and analysis on important optical market events and items of interest as they occur

Interesting News

Recent Reports

2Q18 Optical Customer Markets Report

Cignal AI has issued the 2Q18 Optical Customer Markets Report. Updates include:

  • Added optical sales during 2Q18 to the five tracked customer verticals, allowing clients to see total purchases of optical equipment by customer market.
  • Updated 2Q18 market share for vendor sales to cloud and colo which benchmarks the magnitude of business each company does with operators in this sector.
  • Added tables and chart of rolling 4 quarter market share of cloud and colo to better highlight relative vendor strengths in this sector.
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Third Generation Coherent Technology (Presentation)

Andrew Schmitt gave a presentation during ECOC 2018 entitled “Third Generation Coherent Technology.” The presentation was based on the Active Insight written report published in July and was a presentation made to invited members of the OSA/OIDA during ECOC.

The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. This presentation summarizes the history of the coherent market and outlines the technology’s expected evolution over the next 4 years.

Continue Reading >>

2Q18 Optical Hardware Report

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2022. It is released once results for the current quarter (2Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.

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2Q18 Optical Hardware Tracker

The Cignal AI 2nd quarter 2018 (2Q18) Optical Hardware market share tracker is now complete. This tracker allows clients to download a real-time view of industry results as companies report. Updates are made continuously and are reflected in the tracking table below.

Continue Reading >>

Third Generation Coherent Technology

The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. It’s time to take a step back and sort out where things are, what worked, who benefitted, and what happens next.

Continue Reading >>

Optical Market Trends Now: ADVA

On August 2, 2018 Cignal AI hosted its first webinar Optical Market Trends Now: ADVA

Lead analyst Andrew Schmitt joined Ulrich Dopfer, ADVA CFO and Stephan Rettenberger, ADVA Senior VP of Marketing and Investor Relations to provide their various perspectives on…

Continue Reading >>

2Q18 Optical Hardware Report

This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2022. It is released once results for the current quarter (2Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.

Continue Reading »

2Q18 Optical Hardware Tracker

The Cignal AI 2nd quarter 2018 (2Q18) Optical Hardware market share tracker is now complete. This tracker allows clients to download a real-time view of industry results as companies report. Updates are made continuously and are reflected in the tracking table below.

Continue Reading »

1Q18 Optical Hardware Report

This report finalizes our full optical equipment market share analysis and has updated forecasts for the industry through 2022. It is released once results for the current quarter (1Q18) are complete, as tabulated in our Optical Hardware Tracker.

Continue Reading »

1Q18 Optical Hardware Tracker

The Cignal AI 1st quarter 2018 (1Q18) Optical Hardware market share tracker is active. This tracker allows clients to download a real-time view of industry results as companies report results. Updates are made continuously and are reflected in the tracking table below.

Continue Reading »

4Q17 Optical Hardware Forecast

On February 14th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2017 (4Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2022.

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1Q18 Optical Applications Report

Cignal AI’s 1Q18 Optical Hardware Applications Report has been issued. Its arrival marks the first quarterly release of this report, which will now be standard practice; previously the report was published every six months.

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2Q18 Optical Customer Markets Report

Cignal AI has issued the 2Q18 Optical Customer Markets Report. Updates include:

  • Added optical sales during 2Q18 to the five tracked customer verticals, allowing clients to see total purchases of optical equipment by customer market.
  • Updated 2Q18 market share for vendor sales to cloud and colo which benchmarks the magnitude of business each company does with operators in this sector.
  • Added tables and chart of rolling 4 quarter market share of cloud and colo to better highlight relative vendor strengths in this sector.
Continue Reading >>
Compact Modular Hardware Introduction Timeline

Analysis: 1H17 Cloud and Colo Spending Slowdown

Cignal AI’s recent Optical Customer Markets Report discovered an unexpected weakness in 2017 optical transport equipment spending from cloud & colo operators (see Cignal AI Reports Unexpected Drop in Cloud and Colo Spending). This surprising trend was then further supported by public comments later made by Juniper and Applied Optoelectronics, prompting us to examine the situation in greater detail.

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Infinera Acquires Coriant: Now the Hard Work Begins

Infinera’s acquisition of Coriant officially closed on October 1, 2018, and it is yet another example of the absorption of smaller optical networking equipment vendors happening in the market today, although at a scale not seen since Ciena acquired the optical assets of Nortel in 2009.

This Active Insight report examines the post-acquisition opportunities and…

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Third Generation Coherent Technology (Presentation)

Andrew Schmitt gave a presentation during ECOC 2018 entitled “Third Generation Coherent Technology.” The presentation was based on the Active Insight written report published in July and was a presentation made to invited members of the OSA/OIDA during ECOC.

The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. This presentation summarizes the history of the coherent market and outlines the technology’s expected evolution over the next 4 years.

Continue Reading »

Third Generation Coherent Technology

The transition to the latest coherent WDM technology is underway and its effects are rippling through the optical market. It’s time to take a step back and sort out where things are, what worked, who benefitted, and what happens next.

In this Active Insight report, Cignal AI outlines several generations of coherent WDM deployments and…

Continue Reading »

Optical Market Trends Now: ADVA

On August 2, 2018 Cignal AI hosted its first webinar Optical Market Trends Now: ADVA

Lead analyst Andrew Schmitt joined Ulrich Dopfer, ADVA CFO and Stephan Rettenberger, ADVA Senior VP of Marketing and Investor Relations to provide their various perspectives on the optical industry, including;

Current trends in the DCI market and ADVA’s strategic outlook Discussion…

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Packet Pushers Hosts Cignal AI

Andrew Schmitt was invited by Packet Pushers and Scott Wilkinson of ECI to participate in one of its weekly podcasts. While not well known in the service provider world, it is popular among the network engineers of small to large Enterprises. Each podcast has about 10,000 downloads per episode.

This episode covered topics of…

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