3Q23 Optical Components Report

Datacom revenues are recovering from the Q1 drop and are poised to explode along with 800GbE shipments in 2024. Telecom revenue continues to lag, as deployed bandwidth declined YoY for the first time this quarter.

2Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

1Q23 Optical Components Report

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

4Q22 Optical Components Report

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.

Optical Components – 4Q22 Preliminary Report

The Optical Components report is expected to release in mid-April. In the meantime, this interim report provides an overview of how quarterly results are trending.

OFC 2023 Show Report

Key technology takeaways from OFC 2023.

3Q22 Optical Components Report

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.

2Q22 Optical Components Report

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.

1Q22 Optical Components Report

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.

4Q21 Optical Components Report

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

OFC 2022 Show Report

Key technology takeaways from OFC 2022.

OFC 2022 – Sneak Peek

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

3Q21 Optical Components Report

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

Lumentum & Neophotonics Merger

Cignal AI’s observations on the proposed merger.

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

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.

OFC21: 800G Coherent and Beyond

Several vendors are shipping 800Gbps capable coherent optical solutions, and now the industry must consider the next steps in development.

The Era of 400G Coherent Pluggables Finally Emerges

Gazettabyte authored a lengthy article about the sampling of the first 400G DSP for use in pluggable applications. It included an interview with Inphi, Neophotonics, and analysts including Andrew Schmitt.

The State of 5th Generation Optics

In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.

What’s Next for Neophotonics?

LightReading summarized the challenges faced by Neophotonics as a result of the ban on component shipments to Huawei. The article quoted Andrew Schmitt at length about the potential outcome of the ban and the prospect for M&A activity involving Neophotonics as a result.