Acacia

This report includes our initial forecasts of the 100ZR and 400ZR+ markets.. Compact Modular sales grew much faster than the overall market this quarter as disaggregation continues to gain traction in networks outside of Cloud & Colo.

Packet-OTN sales doubled in NA as carriers responded to COVID-19, and shipments of 400Gbps+ ports doubled YoY as Chinese equipment companies entered production.

Overview and analysis of Nokia’s fifth generation of coherent DSPs, the PSE-Vs, and PSE-Vc.

Acacia’s results are a bellwether to the industry. This report looks at the most recent results for the company and examines them in the context of historical trends.

Major optical transport equipment vendors did not present at OFC in March due to COVID-19 concerns, but that did not stop announcements of products and online updates to customers and analysts.

Compact Modular sales growth slowed in North America in the 4th quarter, but sales growth outside of NA was exceptionally strong and total worldwide sales grew nearly 50% year-over-year.

Acacia announced a new family of 400G coherent pluggable optics for 400ZR/Open ROADM applications based on the new 7nm Greylock DSP.

An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.

200G coherent shipments from China exceeded forecasts, worldwide shipments of 100G coherent ports will now decline until lower-cost alternatives emerge.

In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.

Hosted in Dublin this year, ECOC 2019 offered three days of interaction with primarily component companies. Equipment and service provider attendance was minimal, although a handful did make the trip to the component-centric show.

Forward-looking operators use disaggregation to build agile optical transport networks.

Over a quarter of North American compact modular sales were for long haul deployments as applications continue to expand.

Acacia is a transformational acquisition that can vault Cisco into a market leadership position as the world transitions to disaggregated network design and pluggable, interoperable coherent optics.

LightWave summarized the opinions of several people in the optics industry about the $2.6B proposed acquisition of Acacia by Cisco.

LightReading reported on Cisco’s proposed acquisition of Acacia and requested a quote from Cignal AI.

Cignal AI’s 1Q19 Optical Hardware Applications Report has been issued.

The Next Generation Optical Networks trade show (NGON) was in Nice, France May 21-23, and Cignal AI was in attendance.

Cignal AI’s 4Q18 Optical Hardware Applications Report has been issued.

Open and disaggregated network equipment, software, and standards were a common theme on the floor and in presentations at OFC this year.