ADVA

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

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.

Gen60C modules drive coherent bandwidth growth this quarter while Compact Modular and ROADM equipment sales outperform.

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

Optical sales declined due to supply chain and currency effects, while routing hardware sales continue to grow.

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.

Coherent bandwidth growth remains muted outside of 400ZR

Learn How Network Operators Will Build and Deploy Coherent Technology In Access Networks

North American Cloud operators were the growth engine for optical and packet transport sales, supply chains remained strained.

North American Cloud operators were again the growth engine for optical and packet transport sales

These companies announced a collaboration on QSFP28 100ZR modules. This report is Cignal AI’s analysis of that announcement and its implications.

Cignal AI revisits our Coherent Pricing Trends report from 2019 and provides an update based on recent technology advances.

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.

Coherent bandwidth growth returns to historical levels & ROADM coverage initiated.

First-quarter 2022 worldwide optical hardware spending increased 2.5% YoY, while packet gained 2%. North America led growth in both categories.

First-quarter 2022 North American optical and packet sales continue to rebound despite supply-chain constraints. Excluding NA, both hardware categories declined in 1Q22.

Record company revenue. North America rebounds. Price hikes will take effect in second half ’22

400ZRx Pluggable shipments surge while lower cloud spending holds back Compact Modular in North America.

Fourth-quarter 2021 worldwide optical hardware spending increased 3.5% YoY. Declines centered in APAC for the second consecutive quarter, while all other regions grew YoY.

Cloud operator and traditional telco spending leads rebound in North America