Cisco

Fabrinet signals 400G shortfall, different outlooks from Coherent and Lumentum

Cignal AI presented at NANOG and came away with unique perspectives from an often under-represented networking segment.

Will 400ZR and its variants usher in the long-awaited era of IP-over-DWDM? 

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

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

Cisco Packet Optical Networking Conference advanced the RON strategy.

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

Mentioned: Kyle Hollasch on Cisco’s Routed Optical Networking Architecture

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.

Optical revenue from cloud operators continues to grow while Acacia leads Gen60 market share categories in 1Q22.

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

This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.