Huawei

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.

Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…

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 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…

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.

Cignal AI has released its 3rd quarter 2017 (3Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.

This is Cignal AI’s second ECOC 2017 brief, focused on news out of China.

Topics include:

China Inventory and 2018 Demand Ciena Wavelogic AI Licensing Update China ROADM Deployment Outlook…

We’ve released the 1H17 edition of the Optical Customer Markets report. It provides insight into how much optical equipment different segments of network operators purchase.

Our 1H17 edition of the Optical Hardware Applications report has been released.

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.

Cignal AI has released its 2nd quarter 2017 (2Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.

Huawei’s results for 2Q17 are now available; our summary and analysis includes:

Overview of Quarterly Results
100G+ Port Shipment Detail

After much of the world already transitioned to all-optically switched ROADM networks, Chinese network operators are preparing to follow suit. Most networks outside of China used optical switching as early…

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.

Cignal AI has released its 1st quarter 2017 (1Q17) optical hardware market share analysis, which includes a summary of revenue results for the quarter.

Our 2H16 edition of the Optical Customer Markets report has been released.

Our 2H16 edition of the Optical Hardware Applications report has been released.

Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.

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.

Cignal AI has released its 4th quarter 2016 (4Q16) optical hardware market share analysis, which includes a summary of revenue results for the quarter as well as the entire calendar year 2016 (CY16).