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Welcome to Transmit, a monthly summary of our latest research and important trends in the industry.
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Optical Components 1Q22 Report
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Read a summary and highlights from our latest optical components report which includes:
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- Revenue market share results for companies selling Telecom, Datacom, Industrial, and Consumer optical components.
- Detailed component unit shipments, including both coherent and direct detect Telecom modules and 400GbE Datacom modules.
- Forecasts for revenue and component unit shipments for 2022-2026.
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Active Insight: Coherent Port Pricing Trends
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Cignal AI examined trends in coherent optical port pricing in 2020 and concluded that optical port pricing (price per Gbps) was dropping at a consistent rate of 25-30% per year.
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In this updated Active Insight report for clients, we assess the impact the introduction of Gen90P and Gen60C pluggables has made on coherent port pricing in 2021. In short- The rate of decline in 2021 was the slowest since the introduction of coherent optics.
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Transport Applications Report Adds ROADMs
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We also have a free article outlining the motivation and methodology for adding this coverage.
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Clients can read the latest component and hardware vendor reports for 1Q22.
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June 28-30, 2022 - Cisco PONC - Virtual
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September 14-15, 2022 - Nokia Wavelengths - Orlando, FL
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September 18-22, 2022 - ECOC - Basel, Switzerland
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September 22-23, 2022 - Oktoberfest - Munich, Germany
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November 14–17, 2022 - SC22 - Dallas, Texas
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