Inphi

Cignal AI’s 3Q18 Optical Hardware Applications Report has been issued.

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.

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.

Prior to ECOC 2018 Inphi introduced the industry’s smallest form factor, lowest power and highest performance 64GBaud quad coherent TIA and driver.

Cignal AI’s 2Q18 Optical Hardware Applications Report has been issued.

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).

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.

The 4Q17 edition of the Optical Hardware Applications report has been released. The report contains details on the following areas:

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…

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…

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 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.

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 mentioned adjusting internal forecasts for 100G port growth during its third-quarter earnings conference call with investors on October 31, 2017.

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.

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 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.

Our 1H17 edition of the Optical Hardware Applications report has been released.

In our final OFC 2017 report we discuss new product announcements on purpose-built datacenter hardware and components, and share our thoughts on market developments.

400G Coherent and Beyond
Ciena had a blockbuster announcement at OFC 2017, but there was plenty of other interesting news to feast on. Cignal AI’s key takeaways concerning coherent…