3Q23 Optical Components Report

Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.

GEN120+ Coherent Trials and Deployments

Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.

2Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

1Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

4Q22 Optical Components Report

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.

Tracking the Coherent DSP Supply Chain

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

Optical Components – 4Q22 Preliminary Report

The Optical Components report is expected to release in mid-April. In the meantime, this interim report provides an overview of how quarterly results are trending.

OFC 2023 Show Report

Key technology takeaways from OFC 2023.

Maximizing Network Performance with 1.2 Terabit Coherent Optics

The latest 120+ GBaud coherent technology is arriving.

100ZR: Coherent at the Network Edge

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

OFC23 Preview: Is IP-over-DWDM Ready to Cross the Chasm?

Will 400ZR and its variants usher in the long-awaited era of IP-over-DWDM? 

OFC23 Preview: High-Performance Coherent Optics

It has been two years since a new high-performance coherent optical generation was commercially introduced and it’s time for new generation announcements. Expect to hear more about Gen120P at OFC23.

3Q22 Optical Components Report

400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.

2Q22 Optical Components Report

Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.

Cisco PONC 2022 – Observations and Thoughts

Cisco Packet Optical Networking Conference advanced the RON strategy.

1Q22 Optical Components Report

It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.

4Q21 Optical Components Report

This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.

OFC 2022 Show Report

Key technology takeaways from OFC 2022.

OFC 2022 – Sneak Peek

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

3Q21 Optical Components Report

Initial Optical Components report, in Beta – for access to the report, please contact [email protected].