Marvell

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.

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

Gen60C modules drive coherent bandwidth growth this quarter while Compact Modular and ROADM equipment sales outperform.

Mentioned: Scott Wilkinson on Innolight’s new 100ZR module

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.

Coherent bandwidth growth remains muted outside of 400ZR

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.

Coherent bandwidth growth returns to historical levels & ROADM coverage initiated.

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.

Mentioned: Scott Wilkinson on Marvell shipping 100k 400G coherent DSPs.

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

400ZRx Pluggable shipments surge while lower cloud spending holds back Compact Modular in North America.

Key technology takeaways from OFC 2022.

Pluggable coherent deployments are underway. Learn how this powerful technology is transforming network architecture.

Here is a sneak peek of the hot topics of discussion at OFC 2022

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

Compact Modular equipment sales continued to surge while Chinese coherent port shipments stalled.

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

Mentioned: Scott Wilkinson on Marvell and OE solutions announcement.

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.