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.

2Q23 Optical Components Report

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

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.

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.

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.

Marvell 3Q22 Vendor Summary Report

Fresh insights on Marvell’s current and future plans for optical networking.

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.

Marvell 2Q22 Vendor Summary Report

Marvell reported strong datacenter DSP growth and reached the milestone of 100k units shipped of coherent Gen60C DSPs, indicating a healthy market for high-speed optics.

4Q21 Optical Components Report

This inaugural report commences Cignal AI’s complete coverage of Optical Components, including both revenue and detailed component shipments.

Marvell 4Q21 Vendor Summary Report

Marvell’s Industry Analyst Day provided excellent insight into the company’s views on the roadmaps for intra-datacenter and pluggable coherent optics.

3Q21 Optical Components Report

Initial Optical Components report, in Beta – for access to the report, please contact [email protected].

400ZR vs 800G – Classifying Coherent Technology

The historical classification of coherent optical technology (Gen1, Gen2, etc.) is no longer sufficient. Therefore, Cignal AI will now recognize and classify coherent DSP technology by its maximum baud rate and whether the DSP is optimized for Performance or Compact applications.

2Q21 Transport Applications Report

Compact modular sales again outperformed the overall optical hardware market while Packet-OTN sales declined. 400ZR is shipping but is supply limited.

1Q21 Transport Applications Report

400Gbps+ port shipments doubled YoY, 400ZR ports started to ship, and compact modular sales significantly outperformed the overall optical hardware market this quarter.

TeliaCarrier 400ZR Plans

Telia Carrier – Open Optical Networks and 400ZR

TeliaCarrier’s plans for deploying 400ZR and growing its network post-COVID

Tencent, Coherent CFP2 ZR+ and Optical White Boxes

Chinese webscale operator Tencent has been developing its own white box for optical transport. In this report we provide more details of Tencent’s work, including its adoption of CFP2 400Gbps optics.

The Growth of Compact Modular in APAC

Compact Modular sales (and hence disaggregation) have historically lagged in APAC versus the rest of the world, so APAC’s sudden and extraordinary growth over the past few quarters means that something has changed and deserves a closer look.

4Q20 Transport Applications Report

4Q20 Compact Modular sales significantly outperformed the overall optical market, as APAC sales more than doubled and surpassed EMEA sales for the first time. 400ZR forecasts for 2022 and beyond were increased based on growing operator interest.