Acacia’s results are a bellwether to the industry. This report looks at the most recent results for the company and examines them in the context of historical trends.
Acacia is a transformational acquisition that can vault Cisco into a market leadership position as the world transitions to disaggregated network design and pluggable, interoperable coherent optics.
The next major stop on the road to faster speeds in the datacenter is 400Gbps Ethernet, and activity at OFC2019 centered on making this speed a feasible commercial option.
Open and disaggregated network equipment, software, and standards were a common theme on the floor and in presentations at OFC this year.
The compact modular format continues to be the fastest growing segment of the optical hardware market. In this section, the announcements and demonstrations at OFC are detailed.
Coherent announcements and roadmaps at the show focused on two themes: lowering the power of coherent technology for use in pluggable applications and increasing baud rates to raise the maximum capacity of a single wavelength beyond 600Gbps. And despite few new ROADM announcements, there was a spirited debate about future ROADM architectures.
In October 2017, Cignal AI analyzed the occurrence of a slowdown in spending by cloud & colo operators and quantified the magnitude of its impact (see Analysis: 1H17 Cloud and Colo Spending Slowdown).
Each year at OFC, we have the valuable opportunity to hear from the network operators themselves to better understand their vision for the future network. This year, there were some excellent presentations and discussions involving operators from several network verticals – Incumbents, Cable MSOs, and of course the ever-expanding cloud and colocation operators.Continue Reading
Compact Modular Equipment took center stage at OFC 2018. News included speed upgrades to existing systems, the emergence of new switch/router variants, and open line systems designed to address the growing interest in optical hardware disaggregation.Continue Reading
Cignal AI’s recent Optical Customer Markets Report discovered an unexpected weakness in 2017 optical transport equipment spending from cloud & colo operators (see Cignal AI Reports Unexpected Drop in Cloud and Colo Spending). This surprising trend was then further supported by public comments later made by Juniper and Applied Optoelectronics, prompting us to examine the situation in greater detail.
100G and the Road to 400G
The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28 being supply constrained, component and equipment suppliers are also trying to align on the next generation format for 400G operation. Cignal AI’s key takeaways from OFC…