4Q18 Optical Applications Report
Cignal AI’s 4Q18 Optical Hardware Applications Report has been issued.
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.
OFC2019 – Coherent Technology
Coherent announcements and roadmaps at the show focused on two themes: lowering the power of coherent technology for use in pluggable applications and increasing baud rates to raise the maximum capacity of a single wavelength beyond 600Gbps. And despite few new ROADM announcements, there was a spirited debate about future ROADM architectures.
3Q18 Optical Applications Report
Cignal AI’s 3Q18 Optical Hardware Applications Report has been issued.
400ZR – The 4th Generation Coherent Opportunity
The arrival of standardized, pluggable 400ZR and derivative technologies – fourth generation coherent – is poised to be the most disruptive event in optical hardware since the advent of coherent 100G in 2010.
Inphi 3Q18 Conference Call
Acacia mentioned data from our Optical Applications report during its calendar first quarter conference call with investors on May 3, 2018. The company referenced our extensive work following the development of the coherent 400G ZR market.
Inphi: Sampling Small Form Factor 64GBaud Quad Coherent TIA and Driver
Prior to ECOC 2018 Inphi introduced the industry’s smallest form factor, lowest power and highest performance 64GBaud quad coherent TIA and driver.
2Q18 Optical Applications Report
Cignal AI’s 2Q18 Optical Hardware Applications Report has been issued.
Cloud Spending on Optical Hardware – 1Q18 Update
In October 2017, Cignal AI analyzed the occurrence of a slowdown in spending by cloud & colo operators and quantified the magnitude of its impact (see Analysis: 1H17 Cloud and Colo Spending Slowdown).
1Q18 Optical Applications Report
Cignal AI’s 1Q18 Optical Hardware Applications Report has been issued. Its arrival marks the first quarterly release of this report, which will now be standard practice; previously the report was published every six months.
4Q17 Optical Applications Report
The 4Q17 edition of the Optical Hardware Applications report has been released. The report contains details on the following areas:
OFC 2018 – 400G Inside the Datacenter
When the conversation at OFC turned to short reach client optics, faster speeds were the central focus. Several companies announced products and gave demonstrations of 400G capable technology. The 100G…
OFC 2018 – Coherent Technology
Trends in coherent technology generated enthusiasm among the participants at OFC 2018, and 400G ZR applications were of particular interest. Nokia and Infinera outlined next-generation coherent roadmaps, and Acacia and…
OFC 2018 – Consolidation
Each year, there is at least one announcement at OFC which surprises the industry. In 2016, the announcement was the introduction of Inphi’s ColorZ, while in 2017 it was news…
Inphi Announces World’s First 400Gbps PAM4 Platform Solutions
Inphi announced its 16nm 400Gbps 56GBaud Porrima Single-Lambda PAM4 chip platform. This silicon is required to hit cost points for QSFP56-DD modules that will enable high volume adoption of 400GbE inside data centers.
Investor Call – Piper Jaffray Optical Event
Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…
Inphi 3Q17 Conference Call
Inphi mentioned adjusting internal forecasts for 100G port growth during its third-quarter earnings conference call with investors on October 31, 2017.
Analysis: 1H17 Cloud and Colo Spending Slowdown
Cignal AI’s recent Optical Customer Markets Report discovered an unexpected weakness in 2017 optical transport equipment spending from cloud & colo operators (see Cignal AI Reports Unexpected Drop in Cloud and Colo Spending). This surprising trend was then further supported by public comments later made by Juniper and Applied Optoelectronics, prompting us to examine the situation in greater detail.
ECOC2017 – Coherent 100G+
ECOC is one of the most significant conferences in optical networking worldwide. This year’s conference was held in Gothenburg, Sweden, and the event was well attended by the engineering community,…
Inphi samples 16nm Polaris™ PAM4 DSP Product Family with Integrated EML and VCSEL Driver
Inphi announces samples of its latest Polaris PAM-4 DSP for inside the data center which. This is the PAM-4 engine that powers optical modules such as 200G QSFP28s and 400G CFP8s running FR8 signaling. The chip also integrates both single and multi-mode laser drivers, further reducing cost.