Innolight

Datacom and Telecom revenue reached new records of $7.7 billion and $2.0 billion despite supply chain challenges. 800GbE continue to surge as 1.6TbE starts to ship in volume. In Telecom, a big quarter for 1.2T+ embedded and 800ZRx pushed growth.

Uncovering who uses which DSP, and which DSP vendors ship the most volume. Updated with the latest data from 2025.

Datacom revenue crossed $6 billion for the quarter and $19 billion for the year as more than 42 million 400G+ datacom modules shipped. Annual Telecom revenue reached new heights as well, up 35% over 2024.

In this update to our 1Q25 report, we cover the trends favoring pluggable optics as well as the companies positioned to benefit.

Datacom revenue passed $5B with 800GbE module growth. Telecom revenue reached a 4-year peak with pluggable coherent modules and components.

Analysis and opinion on 3Q25 company results.

Datacom revenues and module shipments roared back from last quarter’s pause and Telecom revenue has recovered. 400ZRx pluggable shipments have slowed, but embedded high speed coherent made up the difference in deployed bandwidth.

Optimism ruled at CIOE this year, with vendors and operators eager to talk about the latest datacom speeds, emerging optical technologies, and the unique ways that China builds and consumes optics.

Datacom revenues and shipments slowed, 400ZRx shipments kept Telecom revenue growing for a fourth consecutive quarter.

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

Datacom revenue and port shipments stalled this quarter. Telecom revenue recovered from the doldrums based on 400G pluggables.

Final report will be issued once all Chinese companies complete 4Q24 reporting.

Two years into the AI boom, a look back at the vendors who benefited.

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.

OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.

Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.

Gathering the Chinese perspective on vendors and technologies.

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.

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

Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.