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…
Acacia Communications – IPO Analysis
The optical networking world finally gets a close up view of Acacia’s performance as the company is filing for an IPO. The most recent S-1/A filing by Acacia includes 2015 financial details, which we review through the lenses of Cignal AI’s customer and market knowledge in order to create a fine-grained view of the company’s performance and qualitative outlook. This analysis includes a detailed projection of customer composition for 90%+ of revenue, market share within entire 100G market, and estimates of ASPs beyond what is included in public documents.
Silicon Photonics – OFC 2016
The optical component industry is changing from one in which existing InP and discrete designs are replicated in SiPho to a new approach under which the unique benefits of SiPho…
USA Stops All Exports to ZTE
The US Commerce department just dropped a bomb on ZTE, requiring all US companies to obtain an export license if they wish to do business with the company. Article updated…
OFC 2016 Preview
OFC is just a few short weeks away now, and some key themes are coming into focus for the conference. Registered users may read this article, no subscription required.Continue…