3Q21 Transport Customer Markets Report

Cloud operator and traditional telco spending leads rebound in North America

3Q21 Transport Applications Report

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

3Q21 Transport Hardware Report

Optical forecasts were reduced by $1.1B worldwide in 2025 due to a shift of coherent optics into router-based DCO’s.

nokia_FEATURED

Nokia 3Q21 Vendor Summary Report

Nokia’s optical business declined against an elevated 3Q20, while packet sales continued their steady growth.

Beyond 400ZR Title Slide

Beyond 400ZR – Expanding the Reach of Pluggable Coherent

Learn How High-Performance Coherent Pluggables Can Address a Broad Set of Network Applications

400ZR vs 800G – Classifying Coherent Technology

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.

2Q21 Transport Applications Report

Compact modular sales again outperformed the overall optical hardware market while Packet-OTN sales declined. 400ZR is shipping but is supply limited.

Cisco/Acacia Announces 1.2Tbps DSP and Coherent Module

Development moves past 90+ GBaud directly to 120+

2Q21 Transport Customer Markets Report

Optical spending by North American Traditional Telco carriers declined YoY; Cloud & Colo optical spending worldwide slowed as NA spending stalled.

2Q21 Transport Hardware Report

First-quarter 2021 worldwide optical hardware spending was down slightly YoY, Chinese optical hardware spending was down significantly.

nokia_FEATURED

Nokia 2Q21 Vendor Summary Report

Consistent worldwide results and a new effort to close the coherent gap with DCOs.

OpenROADM Update

Nearly 5 years after the project’s inception, AT&T disclosed it has deployed OpenROADM-based networks across a dozen US metros.

OFC 2021: 400ZR/ZR+ Coherent Pluggables

After years of anticipation, 400G pluggable digital coherent optics (DCO) will finally achieve general availability and initial deployment in 2021.

1Q21 Transport Applications Report

400Gbps+ port shipments doubled YoY, 400ZR ports started to ship, and compact modular sales significantly outperformed the overall optical hardware market this quarter.

GEN90P Coherent Trials and Deployments

Cignal AI continues to track announcements of 5th generation (800Gbps-capable, 90+ GBaud) optical trials and deployments.

1Q21 Transport Customer Markets Report

Optical spending by North American Traditional Telco carriers declined steeply YoY compared to a heavily frontloaded 1Q20, but show signs of longer term recovery. Cloud & Colo optical spending worldwide slowed as NA spending stalled in 2020 and APAC is just beginning to take off.

1Q21 Transport Hardware Report

First quarter optical spending was down compared to the Covid-impacted 1Q20. Packet transport sales, which suffered a year ago from operational issues, increased sharply.

nokia_FEATURED

Nokia 1Q21 Vendor Summary Report

Exceptional optical and packet hardware sales. Significant wins, despite delays in next generation coherent optical technology, will provide momentum for the year.

The Growth of Compact Modular in APAC

Compact Modular sales (and hence disaggregation) have historically lagged in APAC versus the rest of the world, so APAC’s sudden and extraordinary growth over the past few quarters means that something has changed and deserves a closer look.

4Q20 Transport Applications Report

4Q20 Compact Modular sales significantly outperformed the overall optical market, as APAC sales more than doubled and surpassed EMEA sales for the first time. 400ZR forecasts for 2022 and beyond were increased based on growing operator interest.