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Welcome to TRANSMIT, Cignal AI’s monthly newsletter keeping you up-to-date on important news and trends in the optical industry, our latest research, and noteworthy upcoming events.

Cignal AI Analysts Talk Market Trends at OFC 2019

Analysts Andrew Schmitt and Scott Wilkinson spoke to packed audiences about current and future trends in the optical market at OFC 2019.

As part of the Market Watch State of the Industry panel, Andrew shared observations and his forecast for coherent optics and examined the impact of 400ZR technology.
On the Market Projections for Wireline and Wireless Technologies to Support 5G panel, Scott offered his outlook on optical transport capex leading up to 5G deployments.

Interested to know more? Download copies of Andrew and Scott's presentations from the Cignal AI website (No Subscription Required).

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Interactive 4Q18 Optical Hardware Vendor Results Available Now

Long-haul WDM deployments are on the rebound, thanks to a reversal of the almost two year long terrestrial spending decline in North America and a year-over-year surge in Japan. This market development, along with a summary of the year's results, and an updated 5-year forecast, are examined in Cignal AI's Fourth Quarter 2018 Optical Hardware Report. Slowdowns in China, a spending pause in EMEA, and detailed vendor results for 4Q18 and the year are also covered.

Cignal AI provides clients of the Optical Hardware Report with in-depth Vendor Summary Reports. Companies recently profiled include:

Ciena
Cisco
Fujitsu
Huawei
Infinera
Nokia
Tejas

Clients may also access Cignal AI's Optical Hardware Tracker. This dynamic online tool has an interactive format which allows clients to manipulate data tables to see precisely the information that is most useful. New company results are added and updated in real time, and clients can always get the latest data. Cignal AI's modern data infrastructure and tools make this a unique offering among market research firms.

View the News Release

In-Depth Reporting on OFC 2019

Cignal AI analysts completed a series of notes on what they saw, heard and learned earlier this month at the optical industry’s signature trade show, OFC 2019.

Topics covered include:

Advances in coherent technology, including lowering the power for use in pluggable applications and increasing baud rates to raise the maximum capacity of a single wavelength
Evolution of compact modular, the fastest-growing segment of the optical hardware market
A look inside the data center, including 400G roadmaps, challenges of bigger Ethernet switches and vertical integration of components
Open and disaggregated networks, featuring operator viewpoints, standards, and open ROADM demos
5G and Cable Access, including takeaways from Market Watch panels and the components and hardware for 5G and Fiber Deep architectures

Read OFC Notes

Cignal AI In the News

Cignal AI was quoted in recent numerous releases concerning new optical products and platforms. Here's a look at the headlines:

View Recent Mentions

Interesting News

Cisco Expands 400G and 600G Trials with CENIC
We're getting a better picture of the capabilities of the Acacia AC1200 module with these initial trials. The device should be in production shortly.

Lumentum to Sell Certain Optical Transceiver Product Lines to CIG
Interesting contrast. Vertical integration in coherent optics is still king--but disaggregation of client-side transceivers is now the norm. Companies sell the TX/RX components to module assemblers.

Fujitsu Launches Industry’s First 600G Hyperscale Optical Transport Solution
The first commercially available third-generation coherent 600G platform, based on the NEL DSP, gets a lead on the several others announced prior to OFC and available later this year (Acacia, Infinera, Huawei).

NeoPhotonics Announces Coherent Modulator and Receiver Enabling 800G+ per Wavelength
First announcement for fifth-generation coherent optical components. Neo did a great job being first to market for third-generation 400-600G components - it has credibility here. Competing against Infinera, Ciena and others.

Ciena Introduces WaveLogic 5 to Fuel the Content Economy
The company goes all-in on vertical integration. Announces two different DSPs, development of Si Photonics and InP components, and the launch of Ciena Optical Microsystems - direct module sales.

The U.S. Cannot Crush Us, Says Huawei Founder - BBC News
BBC interview with Ren Zhengfei, including transcript highlights.

The Computing Needs Of Earth Are Not Yet Satisfied
Neat profile of Nvidia's most recent fiscal year.

Upcoming Events

April 10-12, 2019
Ciena Partner Summit
Los Angeles

April 15-19, 2019
Client Visits
China

May 20-23, 2019
NGON
Nice, France

June 3-7, 2019
Client Visits
San Francisco

June 10-13, 2019
Cisco Live
San Diego, Calif.

July 15-16, 2019
Client Visits
Beijing and Shenzhen, China

July 17-19, 2019
Fiber Optics Expo (FOE)
Tokyo

July 30-31, 2019
OIF Meeting
Montreal, Canada

Reports

Optical Hardware
Analyzes market share and size for entire optical equipment market according to hardware-based features and capabilities. Includes 10/40/100G+ client and line port shipment numbers.

Optical Applications
Examines market share and size for portions of optical market addressing specific functions or customer applications, including compact modular and Packet-OTN switching equipment. Details market size and share for the 100G+ coherent and non-coherent market across multiple technologies and reaches.

Optical Customer Markets
Tracks the size of optical equipment market by six end customer types, including incumbents, cloud and colo, and wholesale. Includes vendor market share of the cloud and colo customer segment.

Active Insight
Reporting and analysis on notable events is included with any active report subscription.

Learn more about Cignal AI services and how to subscribe.