3Q24 Optical Component Report
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.
3Q24 Transport Hardware & Markets Report
Optical spending by Cloud & Colo operators grew 7% worldwide, while spending by Service Providers declined -17%.
3Q24 Preliminary Transport Hardware & Markets Report
Optical sales fall -14%, but are buffered by strong sales to Cloud and Colo operators.
GEN120+ Coherent Trials and Deployments
Cignal AI is tracking announcements of Gen120 (120+ GBaud, 1+Tbps) optical trials and deployments.
ECOC 2024 Show Report
Nvidia PAM-4 DSP, Ciena 2x 800G-LR, LPO Lives, 1600ZR slipping, L-Band ramping.
2Q24 Optical Component Report
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.
2Q24 Transport Hardware & Markets Report
Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.
2Q24 Preliminary Transport Hardware & Markets Report
Optical sales fall -18% as carrier inventories take longer to deplete than anticipated.
Nokia 2Q24 Vendor Summary Report
Nokia announced its intention to acquire competitor Infinera and shed its ASN subsidiary. Optical sales fell -23%.
IP-over-DWDM Pluggables Forecast
IP-over-DWDM deployments of 400/800/1600ZRx optics and adoption across market segments
Tracking the Coherent DSP Supply Chain
Uncovering who uses which DSP, and which DSP vendors ship the most volume.
1Q24 Optical Component Report
Datacom revenue and shipments of 400GbE & 800GbE modules hit new records as Telecom struggles to recover.
1Q24 Transport Hardware & Markets Report
Ex-China, revenue drops as service provider spending continues to stall.
1Q24 Preliminary Transport Hardware & Markets Report
Ex-China, revenue drops as service provider spending continues to stall.
Nokia 1Q24 Vendor Summary Report
Nokia’s optical sales fell -40% YoY as Service Providers tapped the spending brakes worldwide.
Compact Modular Hardware
This report provides historical information, industry context, and product examples of our classification of Compact Modular systems.
4Q23 Optical Component Report
Telecom revenue has hit the bottom as overwhelming 800GbE demand raises Datacom revenue and shipments.
4Q23 Transport Hardware & Markets Report
Cloud Spending on Optical Transport Jumps 46% in 4Q23, Traditional Service Provider Spending Remains Weak
4Q23 Preliminary Transport Hardware & Markets Report
The market slides ex-china as service provider spending stalls.
Nokia 4Q23 Vendor Summary Report
Optical and routing results point to growing weakness in North American carrier capex.