Intel

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.

The state of the CPO market and outlook for future progress.

The inevitable technology that hasn’t happened – yet.

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.

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.

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

Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.

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.

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.

The “AI Emergency”, LPO vs. CPO optics, and pushing the scaling limits of AI computing.

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

Companies indicate hyperscale and service provider weakness will persist through the rest of the year.

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

Service provider spending remains solid while cloud operators look shaky.

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.

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.

Key technology takeaways from OFC 2023.

Microsoft keeps its foot on the capex gas, Intel exits Ethernet switching.