Marvell

Datacom revenues and shipments slowed, 400ZRx shipments kept Telecom revenue growing for a fourth consecutive quarter.

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

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.

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.

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

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

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.

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.

Join Google, Ciena, and Marvell to learn how pluggable coherent will play an even larger role with the introduction of 800ZR/ZR+ and how its improved performance enables both new service provider applications and a superior DCI solution.

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

IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments

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.

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.

Mentioned: Scott Wilkinson on 800ZR pluggables volumes