1Q25 Optical Component Report
Datacom revenues and shipments slowed, 400ZRx shipments kept Telecom revenue growing for a fourth consecutive quarter.
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.
Datacom Optics – The AI Winners
Two years into the AI boom, a look back at the vendors who benefited.
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.
OCP24: Optical Gets Invited to the AI Party
OCP24 was all about AI, and optics is an increasingly important part of the AI discussion.
ECOC 2024 Show Report
Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.
CIOE24: Insights into China’s Market
Gathering the Chinese perspective on vendors and technologies.
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.
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.
4Q23 Optical Component Report
Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.
Datacom Optical Industry Tracker
This report tracks the component suppliers that enable the 400GbE+ Datacom Transceiver ecosystem. It includes an overview of the types of transceivers employed, the key components that are used in those transceivers, and which vendors supply those components.
3Q23 Optical Components Report
Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.
2023 OCP Global Summit Report
The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.
2Q23 Optical Components Report
Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.
The Linear Drive Market Opportunity
Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.
1Q23 Optical Components Report
Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.
4Q22 Optical Components Report
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.