Cignal AI Video: 448G Is Inevitable—But Far from Easy
At the recent OIF 448G Workshop in Santa Clara, Scott Wilkinson, Lead Analyst at Cignal AI, emphasized the urgency—and complexity—of ...
Tag: Cignal AI
Cignal AI: 400G and 800G Optical Module Shipments Quadruple
The demand for high-speed datacom optical modules has surged, with shipments of 400G and 800G units exceeding 20 million in ...
Cignal AI: 400 and 800GbE module shipments jump more than 25% QoQ
Hyperscale network operator demand drove purchases of 400GbE and 800GbE datacom and 400ZR telecom optical modules to record levels, according ...
Cignal AI: Optical and routing hardware spending drops 15% in 1Q24
Despite a decline in the Optical and Routing Transport equipment market, cloud operators are leading the way in spending, with ...
Cignal AI: IPoDWDM represents a $1.6B Component Opportunity by 2026
Metro WDM equipment spending will soon be disrupted by a transition to pluggable optics used in routers, according to the ...
Cignal AI: WDM transport spending weakens during 2Q23
Worldwide spending on optical transport hardware declined by 2% YoY during 2Q23, according to the most recent preliminary Transport Hardware ...
Cignal AI: Linear optics and 800G optics forecast
A new report from Cignal AI finds that linear optics face sizable business and technical challenges despite the promise of ...
Cignal AI: Data center Optical Component Revenue Rebounds 14% in 3Q22
Datacom optical component revenue recovered from two quarters of declines to post solid gains in Q3, led by 400GbE optical ...
Cignal AI: North American WDM transport spending rises
Spending on optical transport hardware by North American network operators grew more than 20% in 2Q22 compared with the year ...
Cignal AI: 400ZR pluggable coherent modules in 4Q21
Shipments of 400ZR/ZR+ modules surged in 4Q21 as Cisco (Acacia) and Marvell rapidly scaled production capacity, according to the 4Q21 ...
Cignal AI: Long-Haul WDM spending mix reaches record levels
Worldwide spending on network transport equipment declined 5% in the second quarter of 2021, according to the most recent Transport ...
Cignal AI: Spending rebounds for worldwide optical and packet transport
Worldwide spending on network transport equipment increased 4% in the first quarter of 2021, according to the most recent Transport ...
Cignal AI: Drop in spending from N.American cloud and telcos in 4Q20
After spending aggressively during the first half of 2020, Traditional Telco operators (Incumbent and Wholesale) in North America curbed spending ...
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