Tracking the Coherent DSP Supply Chain – 2025

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

Ciena 1Q25 Vendor Summary Report

Ciena’s SP business is on the rebound, but where is the AI Cloud surge?

Ciena Brings Data Center Connectivity Innovations to OFC 2025

This first deployment uses an early release of Juniper’s JCO800 coherent optics in the PTX

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.

Coherent Optics: It’s a Pluggable World

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will account for most of the future growth.

Ciena 4Q24 Vendor Summary Report

Big ramp in 400ZR shipments, service provider orders outpace revenue for the first time in two years.

3Q24 Transport Hardware & Markets Report

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

Open Line Systems for Datacenter and Metro Interconnect

Join euNetworks, Ciena, and Coherent to learn how Open Line Systems allow service providers to meet the challenges of DCI and wavelength services.

3Q24 Preliminary Transport Hardware & Markets Report

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

Ciena 3Q24 Vendor Summary Report

Service Provider sales continue to drop, but there are signs of an impending turnaround. 400ZRx optics show signs of success.

OCP24: Optical Gets Invited to the AI Party

OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.

GEN120+ Coherent Trials and Deployments

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

ECOC 2024 Show Report

Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.

CIOE24: Insights into China’s Market

Gathering the Chinese perspective on vendors and technologies.

800ZR/ZR+: Expanding the Pluggable Coherent Market

Join Google, Ciena, and Marvell to learn how pluggable coherent will play an even larger role with the introduction of 800ZR/ZR+ and how its improved performance enables both new service provider applications and a superior DCI solution.

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.

IP-over-DWDM Pluggables Forecast

IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments

Ciena 2Q24 Vendor Summary Report

Sales were down in 2Q due to inventory absorption at North American carriers, and a pause in Cloud spending.