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.

Tracking the Coherent DSP Supply Chain

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

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.

Source Photonics Wins ECOC Industry Award for its 400G QSFP-DD and 100G QSFP28 PAM4 Products

Mentioned: Andrew Schmitt on Source Photonics ECOC award

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.

3Q21 Optical Components Report

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

OFC2019 – 5G and MSO Access

5G mobile technology and the cable/MSO initiative Fiber Deep are generating interest in new and unique optical networking solutions

OFC2019 – Inside the Datacenter

The next major stop on the road to faster speeds in the datacenter is 400Gbps Ethernet, and activity at OFC2019 centered on making this speed a feasible commercial option.

OFC 2017 – Inside the Datacenter

100G and the Road to 400G

The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28…