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Welcome to TRANSMIT, our monthly newsletter on important news and trends in the optical industry, our latest research, and noteworthy upcoming events.
Optical Hardware Superdashboard
We’re excited to announce the launch of our new Optical Hardware Superdashboard. This interactive tool provides real-time metrics on optical hardware market share, regions and segments as well as forecasts. Users can customize views according to their specific interests, allowing them to focus on the data most important to them.
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The Superdashboard is another example of how Cignal AI uses its agile data infrastructure to dramatically change the way clients gain and utilize market data. Our structure enables us to update market information immediately as it is announced so that we can provide it to our clients instantaneously.

If you are not currently a subscriber to the Optical Hardware Report but would like to see how it works, you may log in with a registered account and sample the Superdashboard with past data.
1Q19 Optical Hardware results are already available to active clients on our current Optical Hardware Tracker (Adtran, Ciena, Tejas). Periodically return to the tracker as the quarter progresses for the latest results.
Interview with Telefonica About SDN and NFV Deployment
Leading up to next month's NGON & DCI World Conference in Nice, France, lead analyst Scott Wilkinson moderated a talk with Telefonica's Juan Pedro Fernandez on "Disaggregation Strategies and Transport SDN."
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The conversation provided useful and refreshing insight into a service provider’s real-world deployment as Fernandez shared what is driving Telefonica to deploy a disaggregated network, how it is being implemented, and the company’s future steps.
LISTEN TO WEBINAR
Both Scott and Andrew Schmitt will present and moderate panels at NGON this year. Contact us if you want to connect with them in Nice.
Cloud Spending Exceeds $1 Billion
Cloud operators remain the fastest growing optical customer segment, increasing nearly 50 percent year-over-year and spending more than $1 billion in 2018, according to Cignal AI's 4Q18 Optical Customer Markets Report.
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The report quantifies optical equipment sales to five key customer markets: incumbent, cloud and colo, wholesale, cable MSO, and enterprise and government, and offers forecasts. Key findings include: 
  • Ciena extends market lead among cloud operators – Ciena supplied over a third of the global market and doubled its lead over its nearest competitor. Others in the top five include Cisco, Huawei, Nokia and Infinera.
  • Incumbent spending growth will remain in low single digits through 2023 – While incumbents still purchase most optical hardware, their spending is static when compared with new network operators. Updated forecasts indicate a decline ahead in North American incumbent spending.
  • Cable/MSO and wholesale operators decelerate spending – Spending growth by cable/MSO operators was weak and market consolidation resulted in slowing wholesale optical network deployments.
VIEW FULL PRESS RELEASE
Available Now: Live Presentations on 4Q18 Reports
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Subscribers of Cignal AI’s optical reports are notified of upcoming live report presentations corresponding to their report subscriptions, and may watch replays afterwards.
OIF Standards Accelerate Tunable Laser Deployment
OIF LogoAndrew Schmitt wrote an article for the OIF detailing how standardization initiatives resulted in the rapid adoption and usage of tunable lasers. The piece is published on the OIF website and outlines the transition from multiple proprietary solutions to a nearly universally used standard. 

OIF members worked together to complete two multisource agreements (MSAs), which standardized the mechanical packaging of the tunable laser component and the software interface for laser control and management. The MSAs marked a turning point for lower tunable laser costs and higher sales.
READ ARTICLE
Interesting News
Huawei Annual Report
Huawei corporate revenue is up 20%; inventory is up 28%. Chairman Guo said Huawei is are building inventory as a safeguard. Yet all the component companies are saying there is no inventory build in China.

OFC2019 - OSA Exec Forum Presentations
Full agenda of OSA Executive Forum, complete with downloadable presentations. Nice job by OSA; everyone should make it this easy.

Cisco Turns Up the Innovation Dial with Decibel
Cisco starts its own venture capital arm and formalizes some of its past practices. 

Huawei’s OptiXtreme Chips Empower Ultra-High Speed Optical Transmission
Huawei has made a video on its latest DSPs.

CableLabs P2P Coherent Optics
Rev 2.0 of 100G Coherent specification is released.

Cisco Expands 400G and 600G Trials with CENIC
We're getting a better picture of the Acacia AC1200 module’s capabilities through these initial trials. The device should be in production shortly. 400G at 4800km is amazing, 600G at 80km has less reach than expected.
 
Upcoming Events
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.


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