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.
2Q23 Takeaways – INTC GLW JNPR RBBN
Companies indicate hyperscale and service provider weakness will persist through the rest of the year.
1Q23 Optical Components Report
Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.
1Q23 Earnings – INTC RBBN JNPR GLW
Service provider spending remains solid while cloud operators look shaky.
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.
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.
4Q22 Weekly Earnings – MSFT CALX INTC NOK
Microsoft keeps its foot on the capex gas, Intel exits Ethernet switching.
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.
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.
OFC 2022 Show Report
Key technology takeaways from OFC 2022.
OFC 2022 – Sneak Peek
Here is a sneak peek of the hot topics of discussion at OFC 2022
3Q21 Optical Components Report
Initial Optical Components report, in Beta – for access to the report, please contact [email protected].
OFC21: Co-packaged Optics
Co-packaged optics (CPO) moved from hero experiments to discussions of commercial roadmaps this year. In this update from OFC21, we cover the key points about CPO discussed at the show.
OFC2019 – 5G and MSO Access
5G mobile technology and the cable/MSO initiative Fiber Deep are generating interest in new and unique optical networking solutions
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.