Tracking the Coherent DSP Supply Chain
Uncovering who uses which DSP, and which DSP vendors ship the most volume.
Optical Components – 4Q22 Preliminary Report
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.
OFC 2023 Show Report
Key technology takeaways from OFC 2023.
100ZR: Coherent at the Network Edge
An in-depth look at the catalysts, potential, and outcome of the 100ZR market.
3Q22 Optical Components Report
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.
InnoLight’s New Pluggable Coherent Module Underscores Companies’ Commitment to Driving 10G to 100G Transition
Mentioned: Scott Wilkinson on Innolight’s new 100ZR module
2Q22 Optical Components Report
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.
1Q22 Optical Components Report
It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.
4Q21 Optical Components Report
This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.
3Q21 Optical Components Report
Initial Optical Components report, in Beta – for access to the report, please contact [email protected].
OFC2019 – Inside the Datacenter
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.