3Q18 Optical Hardware Webinar
December 13, 2018
On December 13, 2018, Cignal AI presented their results from the 3Q 2018 Optical Hardware Report.
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3Q18 Optical Hardware Report
November 26, 2018
This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2022. It is released once results for the current quarter (3Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.
3Q18 Optical Hardware Tracker
November 26, 2018
The Cignal AI 3rd quarter 2018 (3Q18) Optical Hardware market share tracker is now active. This tracker allows clients to download a real-time view of industry results as companies report. Updates are made continuously and are reflected in the tracking table below.
2Q18 Optical Hardware Report
August 22, 2018
This report finalizes our full optical equipment market share analysis and includes updated forecasts for the industry through 2022. It is released once results for the current quarter (2Q18) are complete. Clients have been able to see company results as they were released during the quarter via the Optical Hardware Tracker, a service unique to Cignal AI.
2Q18 Optical Hardware Tracker
August 3, 2018
The Cignal AI 2nd quarter 2018 (2Q18) Optical Hardware market share tracker is now complete. This tracker allows clients to download a real-time view of industry results as companies report. Updates are made continuously and are reflected in the tracking table below.
1Q18 Optical Hardware Report
June 1, 2018
This report finalizes our full optical equipment market share analysis and has updated forecasts for the industry through 2022. It is released once results for the current quarter (1Q18) are complete, as tabulated in our Optical Hardware Tracker.
1Q18 Optical Hardware Tracker
May 11, 2018
The Cignal AI 1st quarter 2018 (1Q18) Optical Hardware market share tracker is active. This tracker allows clients to download a real-time view of industry results as companies report results. Updates are made continuously and are reflected in the tracking table below.
Impact of US Technology Ban on ZTE
April 18, 2018
On April 16, the United States Department of Commerce announced that ZTE would no longer be allowed to import American technology products. While there is no shortage of media coverage of the ban, Cignal AI aims to provide you with unique insight. We have assembled our observations and conclusions on this remarkable event, and we share answers to some common questions we’ve received as it has transpired.
4Q17 Optical Hardware Forecast
March 5, 2018
On February 14th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2017 (4Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2022.
4Q17 Optical Hardware Results
February 14, 2018
Cignal AI has released its 4th quarter 2017 (4Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter as well as the entire calendar year 2017 (CY17).
China’s 5 Year Optical Component Plan
January 12, 2018
China’s Ministry of Industry and Information Technology (MIIT) released a five-year plan in December 2017 outlining a roadmap for commercial and technological progress in a broad set of optical technologies. The 63-page document is in Chinese. The following Cignal AI report is based on a professionally translated version of the document and summarizes the section of…
3Q17 Optical Hardware Forecast
November 30, 2017
On November 21st, Cignal AI issued full optical equipment market share analysis for 3rd quarter 2017 (3Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
3Q17 Optical Hardware Results
November 21, 2017
Cignal AI has released its 3rd quarter 2017 (3Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.
ECOC 2017 – China Observations
October 17, 2017
This is Cignal AI’s second ECOC 2018 brief, focused on news out of China.
Topics include:
China Inventory and 2018 Demand Ciena Wavelogic AI Licensing Update China ROADM Deployment Outlook Huawei 100G+ Coherent Technology Roadmap
Our first brief, issued on October 3rd, focused on coherent 100G+ technology updates.
Clients log in to…
2Q17 Optical Hardware Forecast
August 26, 2017
On August 20th, Cignal AI issued full optical equipment market share analysis for 2nd quarter 2017 (2Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
2Q17 Optical Hardware Results
August 20, 2017
Cignal AI has released its 2nd quarter 2017 (2Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.
1Q17 Optical Hardware Forecast
June 30, 2017
On June 15th, Cignal AI issued full optical equipment market share analysis for 1st quarter 2017 (1Q17). This second report extends our analysis and summarizes forecasts and outlooks for the industry through 2021.
1Q17 Optical Hardware Results
June 15, 2017
Cignal AI has released its 1st quarter 2017 (1Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.
Investor Call – OFC 2017 Takeaways
March 25, 2017
Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray. Sixty-seven investors participated. Topics of interest included:
Impact of Ciena’s Wavelogic AI DSP Licensing Outlook for Coherent Port Shipments in China During 2017 Market Outlook for CFP2-ACO/DCO and QSFP28 Markets Potential Vertical Integration by Intel or InPhi…
4Q16 Optical Hardware Forecast
March 9, 2017
On February 27th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2016 (4Q16). This second report, issued on March 9th, extends our analysis and summarizes forecasts and outlooks for the industry through 2021.