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AI Deployment Accelerates 800GbE Optical Growth According to Cignal AIDatacom optical component revenue grew for the 4th straight quarter with the explosion of demand for optics used in AI clusters, according to the most recent 4Q23 Optical Components Report from research firm Cignal AI. Nvidia, Coherent, and Innolight lead in 800GbE Datacom module shipments for hyperscale AI applications. Acacia and Marvell lead in shipments of high-performance coherent interfaces based on large volumes of 400ZR pluggables. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240423043940/en/ Top 4Q23 optical component vendors by speed and technology (Graphic: Business Wire) "Datacom shipments, especially 800GbE optics, are ramping up fast and shipped units are forecast to reach 8 million in 2024," said Scott Wilkinson, Lead Analyst for Optical Components at Cignal AI. "Telecom is slowly recovering from a bottom in Q3, but no immediate reversal is in sight." More Key Findings from the 4Q23 Optical Component Report:
Results from Cignal AI's Optical Component Report are presented live each quarter by Lead Analyst Scott Wilkinson. Clients are welcome to login and register for a presentation next week, April 30th at 11 AM ET. About the Report Cignal AI's Optical Components Report is published quarterly and provides revenue-based market share of company sales into four optical component markets - Datacom, Telecom, Industrial, and Consumer. The report also tracks detailed unit shipments of Datacom and Telecom components, including 400GbE/800GbE/1.6TbE Datacom transceivers used for short-reach applications as well as pluggable and embedded coherent transceivers for Telecom applications. Five-year forecasts are also provided for all revenue segments as well as unit shipments. Companies included in the report are Acacia, Accelink, Adtran, ADVA, Applied Optoelectronics, Broadex, Ciena, Cisco, Coherent, Emcore, Eoptolink, Fiberhome, Finisar, Fujitsu, Furukawa Electric, HG Genuine, Huawei, Hisense Broadband, Infinera, Innolight, Inphi, Intel, IPG Photonics, Jabil, Lumentum, Marvell, Mitsubishi, Molex, NEC, Neophotonics, Nokia, OE Solutions, PacketLight, SONT Technology, Source Photonics, Sumitomo, Sumitomo Osaka Cement, and ZTE. A full description of the report methodology including an up-to-date listing of all product categories, as well as reports and presentations, are available on the report page. About Cignal AI Cignal AI provides active and insightful market research for the networking component and equipment market and the market's end customers. Our work blends expertise from a variety of disciplines to create a uniquely informed perspective on the evolution of networking communications.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240423043940/en/ |