Infinera

Arista gets cautious and MACOM sees optical module demand plunge

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

The Optical Components report is expected to release in mid-April. In the meantime, this interim report provides an overview of how quarterly results are trending.

Gen60C shipments slow, ROADM shipments in line with hardware as supply chain issues resolve

North American Cloud operators were the growth engine for optical and packet transport sales.

Key technology takeaways from OFC 2023.

Nvidia and Infinera provide more positive sentiment for cloud spending

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

It has been two years since a new high-performance coherent optical generation was commercially introduced and it’s time for new generation announcements. Expect to hear more about Gen120P at OFC23.

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.

Product revenue jumps 20%, while ICE6 shipments accelerate.

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

Product revenue jumps 13%, while ICE6 shipments are flat.

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