Lumentum

OCS is designed to enhance scalability, performance, and efficiency of artificial intelligence clusters.

Join experts from Arista, Lumentum, Marvell, and Semtech as they discuss the latest advancements in 1.6T optical transceivers and ongoing efforts to enable 3.2T connectivity.

Datacom revenue growth returns with the announcement of new transceiver customers, and telecom has finally turned the corner.

Two years into the AI boom, a look back at the vendors who benefited.

Coherent pluggable optics were responsible for all the telecom bandwidth growth in 2024, and will account for most of the future growth.

In this update to our OCS report we cover more vendors and technologies, investigate more applications, and introduce a forecasting model.

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.

Lumentum called the Telecom market bottom and revenues shot up QoQ. Datacom revenues declined due to an expected pause from one customer.

Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.

Gathering the Chinese perspective on vendors and technologies.

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.

Mentioned: Scott Wilkinson and the first interop of 800ZR modules.

Lumentum signals the bottom for Telecom and a stall in Datacom revenue through next quarter due to a previously disclosed product transition.

The current state of the art in OCSs, the players, why it matters today, and forecasts for the future.

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

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

Datacom is the only highlight this quarter, but it’s a very bright one. The wait for a Telecom turnaround will be a bit longer.

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.

Revenues continue to be in the doldrums and the slowdown is expected to continue for a couple of quarters before growth returns.