Press Releases

Cignal AI initiates its first quantitative CPO forecast; Over 30 million CPO ports expected to be shipped annually by 2030.

Over 40 million high-speed modules shipped in 2025; Cignal AI datacom forecasts revised sharply higher through 2030

Optical Hardware Market Reaches a Record $16.5 Billion for the Year

Updated outlook lifts 2029 forecast over 40 percent

Coherent pluggable performance is comparable to embedded solutions at 400G and closing the gap with 800G.

Datacom component revenue growth to exceed 20% through 2029.

OCS Becoming a Foundational Technology for Datacenters

North America Up Over 40% as AI Long-Haul Builds Begin

Hyperscaler AI Architectures Drive Increased Demand for Long-Reach Coherent Pluggables

400/800ZRx Shipments Expected to Surpass 600k Units

Copper Replacement Remains the Killer Application

Compelling Usage in AI Applications Driving Widespread Adoption

AI Deployments Create Unprecedented Ramp in Datacom Optics

Hyperscale Operators Grow Hardware Spending 7%

Record pluggable coherent shipments are not enough to reverse Telecom revenue weakness

Cloud Operators Drive Adoption of Converged Architecture

400 and 800GbE module shipments jump more than 25% QoQ

Excluding Growth in China, Sales Declined 21%

Coherent optics growth is healthy but Telecom component market remains in doldrums

Traditional Service Provider Spending Remains Weak

IPoDWDM represents a $1.6B Opportunity by 2026

Network Operators Absorb Inventory and Pause Orders

Promise of Power Reduction but Challenges Will Limit Deployment

Will Provide the Greater Uplink Bandwidth Needed for Access Network Upgrades

400GbE Optical Module Unit Shipments up 50%

Optical and Packet Transport Spending Weaker in EMEA and Asia

Almost 2M 400GbE Transceivers Shipped for Datacenter Applications

Pluggable Coherent shipment volumes are expected to triple in 2022

Metro forecasts cut as historical growth rate of 6% is expected to flatten by 2023

Long-Haul WDM Spending Mix Reaches Record Levels

Addition Brings Unique Perspective and Expands Firm’s Research Coverage

Long Term Chinese Capex Growth Trend Slows

Ciena Accounts for Nearly Half of 3rd and 5th Gen Coherent Ports

But a return to Growth in NA is expected in 2H21. Exceptional 4Q APAC Cloud & Colo Operator Spending.

Purchases of optical and packet transport hardware dropped sharply in the fourth quarter as operators exhausted capex earlier in the year.

Expenditures by North American cloud and colocation operators on optical and packet transport equipment declined 20 percent year over year in the third quarter of 2020 (3Q20), while incumbent operator spending increased 2 percent.

Global compact modular revenue grew 24 percent in the third quarter of 2020 (3Q20) over the prior year, versus just 7 percent for the total optical market.

European operators resumed purchases of optical and packet transport hardware in 3Q20 as COVID-related supply chain and operational delays eased.

Fourth-generation coherent will extend beyond 400ZR to include higher performance solutions generally referred to as 400ZR+ and lower speed 100Gbps (100ZR) targeted at the metro edge.

Delayed order fulfillment due to COVID supply chain impact earlier this year didn’t materialize as expected.

The effects of COVID-19 simultaneously catalyzed demand for transport equipment and paralyzed supply chains worldwide during the first quarter of 2020.

Recent optical sales in North America were encouraging – up more than 25% for 4Q19 and 10% for all of 2019 according to the most recent Transport Hardware Report from research firm Cignal AI.

Sales of Compact Modular platforms slowed during the second quarter of the year despite significant growth from market leader Ciena.

Optical hardware spending grew in every region and for every business segment during 2Q19.

Cloud and colo operator spending on optical communications hardware continued to spur market growth in the first quarter of 2019.

Compact modular optical hardware is being used in more network applications than ever before, driving up sales during the first quarter of 2019 as reported in the latest Optical Applications Report from market research firm Cignal AI.

Japan’s optical hardware spending surge continued for the fourth quarter in a row with an extraordinary 82% year-over-year increase in the first quarter of 2019.

Cloud operator spending on optical hardware grew almost 50 percent year-over-year to reach well over over $1 billion in 2018, according to the most recent (4Q18) Optical Customer Markets Report from research firm Cignal AI.

Long-haul WDM deployments rebounded in the fourth quarter of 2018 (4Q18) with growth of nearly 20 percent, fueled by a reversal of almost two years of a terrestrial spending decline in North America and a year-over-year surge in Japan.

Incumbent operator spending in Asia remains strong and now represents 35% of all optical hardware spending worldwide according to the 3Q18 Optical Markets Report.

Infinera + Coriant Challenge Ciena for Compact Modular Market Leadership

Optical Hardware Report Shows 8th Consecutive Quarter of Spending Declines in North America Despite Strength of Cloud and Colo Market

Ciena Leads Sales to North American Cloud/Colo Operators as Spending Increases 6 Percent Quarter-Over-Quarter; Huawei Sees Strong Demand from Chinese Cloud Giants

Addition Will Expand Coverage of New Applications for Optical Hardware and Custom Research Capabilities

Cignal AI Raises CY18 200G and 400G Coherent Forecasts

Huawei Reports Record Revenue in China During ZTE Shutdown

Ciena and Infinera Continue to Take Share in Cloud Market

Optical Applications Report Provides In-Depth Analysis of Coherent Port Shipments by Speed

Cignal AI Enhances Quarterly Optical Hardware Reports with New Market Tracker Offering Real-Time Visibility into Individual Vendor Results

Compact Modular Optical Hardware Outpaces Projections as Adoption Extends Outside Cloud and Colo Customers

 Cignal AI Quarterly Optical Hardware Report Also Reveals Lower-than-Anticipated North American Sales

Quarterly Shipments of Coherent 100G+ Ports Exceed 100,000 Units for the First Time

Optical Customer Market Report Finds Ciena and Cisco Outperforming Peers in Cloud & Colo Market

Optical Applications Report Reveals Market Share for Coherent 100G Shipments and Rapid Growth in Compact Modular equipment for Second Half of 2017

Quarterly Optical Hardware Report Details Record Shipments of 100G Coherent Ports and North American Market Share Growth for Ciena and Cisco

Ciena and Nokia Lead in Cloud and Colo Market Share

Half of Worldwide Metro Deployments Expected to be 200G in 2017, Fueled by Cloud/Colo Providers and Increased Interest in DCI by Incumbents

Chinese spending jumped 19% in 2016 and should surprise skeptics in 2017

High capacity data center interconnect platforms and speeds beyond 100G are a major catalyst

100G technology makes China the largest global market for optical equipment for the first time