4Q21 Optical Components Report
This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.
3Q21 Optical Components Report
Initial Optical Components report, in Beta – for access to the report, please contact [email protected].
OFC 2018 – 400G Inside the Datacenter
When the conversation at OFC turned to short reach client optics, faster speeds were the central focus. Several companies announced products and gave demonstrations of 400G capable technology. The 100G…
Investor Call – Piper Jaffray Optical Event
Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…
OFC 2017 – Inside the Datacenter
100G and the Road to 400G
The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28…
Investor Call – OFC 2017 Takeaways
Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.
Investor Call – China 2017, CFP2-ACO, Coherent DSPs
Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated….
Investor Call – China, CFP2-ACO, ROADMs & More
Andrew Schmitt created some excitement when he spoke about optical component and equipment market trends on a Piper Jaffray investor call on April 22. 83 investor clients were on the…