Acacia

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.

ECOC 2017 – China Observations

This is Cignal AI’s second ECOC 2017 brief, focused on news out of China.

Topics include:

China Inventory and 2018 Demand Ciena Wavelogic AI Licensing Update China ROADM Deployment Outlook Huawei 100G+ Coherent Technology Roadmap

Our first brief, issued on October 3rd, focused on coherent 100G+ technology updates.

Continue Reading

ECOC2017 – Coherent 100G+

ECOC is one of the most significant conferences in optical networking worldwide. This year’s conference was held in Gothenburg, Sweden, and the event was well attended by the engineering community, as the conference trends heavy on technology and light on marketing. We at Cignal AI like ECOC because it gives us another opportunity to converse…

1H17 Optical Applications Report

Our 1H17 edition of the Optical Hardware Applications report has been released.

ADVA 2Q17

ADVA released its 2Q17 results on 7/20/2017, and our summary and analysis includes:

An overview of quarterly results
Cloudconnect update
Cloud and colo customer markets spending trends
MRV merger update and observations

2H16 Optical Applications Report

Our 2H16 edition of the Optical Hardware Applications report has been released.

OFC 2017 – Open vs. Closed Optical Networks

There was a new cult this year at OFC, the ‘Cult of Open.’ It formed from rising sentiment that the lack of interoperability of vendors in optical networks is a major problem and that the industry needs to embrace hardware dis-aggregation.

This is not a bad cult – it ignited a healthy debate that illuminates both…

OFC 2017 – Coherent Technology

400G Coherent and Beyond
Ciena had a blockbuster announcement at OFC 2017, but there was plenty of other interesting news to feast on. Cignal AI’s key takeaways concerning coherent WDM include:

The outlook for 200G and CFP2-ACO volumes in 2017 Opinions on Ciena WaveLogic Ai Licensing The roadmap review for 400G/600G & Acacia Pico…

Investor Call – OFC 2017 Takeaways

Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray. Sixty-seven investors participated. Topics of interest included:

Impact of Ciena’s Wavelogic AI DSP Licensing Outlook for Coherent Port Shipments in China During 2017 Market Outlook for CFP2-ACO/DCO and QSFP28 Markets Potential Vertical Integration by Intel or InPhi…

4Q16 Optical Hardware Forecast

On February 27th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2016 (4Q16). This second report, issued on March 9th, extends our analysis and summarizes forecasts and outlooks for the industry through 2021.

4Q16 Optical Hardware Results

Cignal AI has released its 4th quarter 2016 (4Q16) optical hardware market share analysis, which includes a summary of revenue results for the quarter as well as the entire calendar year 2016 (CY16).

Wavelogic AI

Ciena Wavelogic Ai and 400G Roadmap

This past October, Ciena announced its new coherent DSP, dubbed Wavelogic Ai. Ciena used the announcement to convey its coherent 100G+ roadmap and support for 400G. Ciena also hinted at important changes to its 100G+ business model as Wavelogic Ai is introduced to customer networks. These changes also cascade into the 400G component supply chain.

Wavelogic Ai doubles…

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. An extended Q&A session followed Andrew’s presentation, and topics of interest included:

China 100G port volume trends for 2H16 and 2017 Huawei’s upcoming 100G technology…

ECOC 2016 Logo

ECOC 2016 Notes and Observations

Andrew Schmitt presented at the ECOC (European Conference for Optical Communications) in Dusseldorf, Germany during the week of Sept. 19. No time was wasted during the trip as Andrew fit in well over 30 scheduled meetings with component and equipment suppliers and end users of optical hardware.

The meetings were very productive and we gained…

1H16 Optical Hardware Applications

Our 1H16 edition of the Optical Hardware Applications report has been published.

Nokia 2Q16

On August 4th, Nokia announced its quarterly results, and they included good optical results for 2Q16. While optical accounts for less than 10% of Nokia’s corporate revenue, this specific business unit is poised to benefit from the oncoming ramp up in metro coherent 200G.

Acacia 2Q16 Preview

Acacia is scheduled to report earnings on August 11th, and this will be the company’s first quarterly report since completing its recent IPO. In April 2016, Cignal AI examined Acacia’s business and S-1 filing in detail and provided our analysis on the company (see Acacia Communications – IPO Analysis).

ADVA’s recent quarterly results hint…

ADVA 2Q16

ADVA released excellent quarterly results on Thursday, July 21th and its optical business is hitting on all cylinders right now. The company expects to sustain its current revenue surge through the coming quarter as it continues to ship an impressive amount of 100G ports.

2H15 Optical Hardware Applications

Our initial set of optical equipment results and forecasts for Datacenter Interconnect, Advanced Optical Switching, as well as detailed 100G+ Coherent and non-coherent port shipments have been published in Excel format.

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 line, and some insightful questions were posed to Andrew as he gave his observations on a wide range of topics. The following is a full…