1Q25 Optical Component Report

Datacom revenues and shipments slowed, 400ZRx shipments kept Telecom revenue growing for a fourth consecutive quarter.

1Q25 Transport Hardware & Markets Report

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

1Q25 Preliminary Transport Hardware & Markets Report

The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.

Tracking the Coherent DSP Supply Chain – 2025

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

4Q24 Optical Component Report

Datacom revenue and port shipments stalled this quarter. Telecom revenue recovered from the doldrums based on 400G pluggables.

4Q24 Interim Optical Component Report

Final report will be issued once all Chinese companies complete 4Q24 reporting.

4Q24 Transport Hardware & Markets Report

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

4Q24 Preliminary Transport Hardware & Markets Report

Carrier caution has resulted in underinvestment, and networks are now running “hot” enough to require upgrades and expansion.

3Q24 Optical Component Report

Datacom revenue more than doubled for the second quarter in a row as AI demand for 400GbE and 800GbE modules continued unabated. Telecom revenue has emerged from the depths of its recent decline.

3Q24 Transport Hardware & Markets Report

Optical spending by Cloud & Colo operators grew 7% worldwide, while spending by Service Providers declined -17%.

3Q24 Preliminary Transport Hardware & Markets Report

Optical sales fall -14%, but are buffered by strong sales to Cloud and Colo operators.

GEN120+ Coherent Trials and Deployments

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

2Q24 Optical Component Report

Datacom revenue hit new records with a surge in 400GbE shipments and continued growth in 800GbE. Telecom’s only growth area is 400G coherent pluggables.

2Q24 Transport Hardware & Markets Report

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

2Q24 Preliminary Transport Hardware & Markets Report

Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.

1Q24 Optical Component Report

Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.

1Q24 Transport Hardware & Markets Report

Ex-China, revenue drops as service provider spending continues to stall.

1Q24 Preliminary Transport Hardware & Markets Report

Ex-China, revenue drops as service provider spending continues to stall.

Compact Modular Hardware

This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.

4Q23 Optical Component Report

Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.