1Q25 Optical Component Report
Datacom revenues and shipments slowed, 400ZRx shipments kept Telecom revenue growing for a fourth consecutive quarter.
1Q25 Transport Hardware & Markets Report
The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.
1Q25 Preliminary Transport Hardware & Markets Report
The Optical and Routing markets show signs of recovery, and tariffs aren’t yet affecting business.
Tracking the Coherent DSP Supply Chain – 2025
Uncovering who uses which DSP, and which DSP vendors ship the most volume.
4Q24 Optical Component Report
Datacom revenue and port shipments stalled this quarter. Telecom revenue recovered from the doldrums based on 400G pluggables.
4Q24 Interim Optical Component Report
Final report will be issued once all Chinese companies complete 4Q24 reporting.
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.
3Q24 Optical Component Report
Datacom revenue more than doubled for the second quarter in a row as AI demand for 400GbE and 800GbE modules continued unabated. Telecom revenue has emerged from the depths of its recent decline.
3Q24 Transport Hardware & Markets Report
Optical spending by Cloud & Colo operators grew 7% worldwide, while spending by Service Providers declined -17%.
3Q24 Preliminary Transport Hardware & Markets Report
Optical sales fall -14%, but are buffered by strong sales to Cloud and Colo operators.
2Q24 Optical Component Report
Datacom revenue hit new records with a surge in 400GbE shipments and continued growth in 800GbE. Telecom’s only growth area is 400G coherent pluggables.
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.
Tracking the Coherent DSP Supply Chain
Uncovering who uses which DSP, and which DSP vendors ship the most volume.
1Q24 Optical Component Report
Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.
1Q24 Transport Hardware & Markets Report
Ex-China, revenue drops as service provider spending continues to stall.
1Q24 Preliminary Transport Hardware & Markets Report
Ex-China, revenue drops as service provider spending continues to stall.
4Q23 Optical Component Report
Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.