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

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

This report tracks the component suppliers that enable the 400GbE+ Datacom Transceiver ecosystem. It includes an overview of the types of transceivers employed, the key components that are used in those transceivers, and which vendors supply those components.

Mentioned: Scott Wilkinson on interoperable PCS and 800ZR

Mentioned: Kyle Hollasch on Ribbon’s announced interop testing with Cisco

Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak

The market slides ex-china as service provider spending stalls.

Worldwide DWDM deployed bandwidth declined YoY for the first time.

Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

The optical market grew 4% – cloud operators continue to invest in transport and vendors are still shipping against large backlogs.

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

800ZR, debate on Linear Pluggable Optics and IPoDWDM, and progress in 200G/lane modules

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

Bandwidth growth and compact modular sales slow as Hyperscalers take their foot off the gas.

Optical sales slowed due to inventory absorption and macroeconomic concerns, but routing sales continued to grow.

Lumentum and Coherent see no Telecom turnaround until 2024, Cisco talks AI.

Supply chains loosen up and revenue ramps, some service providers express hesitation.

Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.