LightCounting Market Research

A Soft Landing for AI Optics? 🌟 LightCounting releases Cloud Datacenter Optics – July 2024 🌟 The race for #AI supremacy is in full swing. 👉 Click the link below for our latest #forecast for sales of #Ethernet #optical #transceivers used in AI Clusters -- this new market segment is more than doubling in 2024! Our newly released report Cloud Data Center Optics offers a comprehensive forecast for more than 60 product categories, starting with 10G and up to 1.6T DWDM and 3.2T Ethernet transceivers. It includes detailed models for sales of optical transceivers to the top 5 US-based and top 5 Chinese Cloud companies, including: #Alphabet, #Amazon, #Meta, #Microsoft and #Oracle; #Alibaba, #Baidu, #Bytedance, #Huawei and #Tencent. It also includes our estimate and forecast for use of optical transceivers, LPO and CPO by #Nvidia. More information is available at: https://lnkd.in/gkHbVBgj #optics #cloud #datacenter #techology #marketforecast https://lnkd.in/gkHbVBgj

Last Call: Register Now to Collect the Special Post-show Report by LightCounting Market Research Today is the last day of the campaign for registering CIOE 2024 to collect the special edition of the CIOE 2024 post-show report valued at $500 by LightCounting. Don't miss the chance to get this report, register now, you will able to collect this report for FREE as soon as it is compiled and finalized after the fair. Key contents of the report: • In-depth analysis of emerging optical interconnect technologies. • Detailed progress reported by the suppliers. • Review of presentations made by operators of cloud data centers. • Operators' impact on the market forecast for optical transceivers in 2025-2026. 👉 Register CIOE 2024 to claim the report:https://lnkd.in/guQRCvJM #FreeReport #CIOE2O24 #LightCounting #Photonics #Optoelectronics #postshowrepsort

Don't miss on this opportunity to learn from the industry experts about the Special Requirements for Optical Connectivity in AI Clusters. LightCounting is excited to host this webinar -- you can register at this link: https://lnkd.in/gpNBNNX9

A huge thank you to our incredible #sponsors for making #TEF2024: #Ethernet in the Age of #AI possible. Your support is invaluable, and the Ethernet Alliance deeply appreciates all the effort and generosity that goes into making this event a success. We couldn't do it without you. There's always room for more! Join the ranks of industry-leading #EthernetAlliance members, thought leaders, and analysts who have become #TEF2024 sponsors. Explore our #sponsorship opportunities now at: bit.ly/EA_TEFSponsorship Thank you again, Huawei; SNIA SFF TWG Technology Affiliate; Siemon; OIF ; Open Compute Project Foundation; Ultra Ethernet Consortium; Dell'Oro Group; 650 Group, LLC; and LightCounting Market Research! #VoiceOfEthernet

The CSPs' network transformations are finally reaching maturity 🌳 📢 LightCounting's latest #Network #Transformation report also looks at the impact of the newest agent of change: #AI 💡 Communications Service Provider’s (CSPs) network transformation journeys can be likened to the long-running Ninja Warrior TV series! Lucrative prizes await those who complete the course... Networks are continually being upgraded, in this sense, the network transformation is a never-ending process. Yet, the transformation goals set out by the leading #CSPs over a decade ago are finally taking shape. The new CSPs' challenge is when and how to enter the #AI marketplace. Read more at: https://lnkd.in/g9CzVGqj #telcos #networks #technews #opticalcommunications #optics #optical #cloud #openAPI #systems Roy Rubenstein https://lnkd.in/g9CzVGqj

What changes will happen in the optical backbone network? What should telecom operators do to evolve with the trend? For details, listen to Vladimir Kozlov, CEO and Founder of LightCounting Market Research. For more about optical backbone networks, stay tuned for #MWC24 Shanghai. #GreenIntelligentOptiX #IndustryView #BackboneNetwork

Latitude Design Systems's PIC Studio, photonic integrated circuit design automation tool has been awarded the "Best Product" prize by LightCounting Market Research CEO and Chief Analyst Vladimir Kozlov. This selection process shortlisted eight entries from innovative new products in the global optical communications sector, ultimately awarding three categories: Best Product, Best Technology, and Best Business Strategy. We are honored to have won the Best Product award. The evaluation focused on new products and technologies in the optical communications market, including data centers and AI cluster interconnections from startup companies. This competition selected eight finalists from Europe, America, and Asia, showcasing their products, technologies, and business strategies to a panel of expert judges and numerous potential customers. We would like to thank LightCounting Market Research for providing a platform for our peers around the world to exchange ideas. #PIC_Studio

🌐 Don't miss our upcoming session on Thursday, June 27, 2024, from 11:45 to 12:30 at FOE-5: "Cambrian Explosion in Optical Interconnects for AI Clusters." Join Vladimir Kozlov, CEO and Chief Analyst at LightCounting Market Research, as he delves into the emerging "new species" of optical interconnects and the diverging architectures for AI clusters. Learn about the latest AI strategies from leading cloud companies and how these innovations will shape the future of optical interconnects. 📅 Date: Thursday, June 27, 2024 🕒 Time: 11:45 - 12:30 📍 Venue: FOE-5 Get insights from an expert with over 30 years of experience in optoelectronics and market research. This is a must-attend session for anyone interested in the future of AI and optical communications! Get your FREE visitor ticket now: ▶ https://lnkd.in/gfUKEVCf COMNEXT - 2nd Next Generation Communication Technology & Solutions Expo 📅 Dates: June 26-28, 2024 📌 Venue: South Hall, Tokyo Big Sight #COMNEXT2024 #COMNEXT_Expo #DisasterResilience #CommunicationInfrastructure #FutureOfConnectivity

Equipment market hit an air pocket in Q1 2024 📈 LightCounting releases its Q2 2024 Quarterly Market Update 📊 As has been the trend for the past several quarters, #Q1 2024 results for the optical communications market were sharply split between very weak sales in the #telecom segment and continued strong demand by the #hyperscalers. Equipment makers may have felt like passengers in an airplane hitting an air pocket, with #networking and #optical #transport gear sales down 10% y-o-y, and server and #switch maker sales up just 4%. The #semiconductor segment grew 61% y-o-y driven almost solely by Nvidia (up 262%), again highlighting the dichotomy between those feeding the ICPs AI ambitions, and those supporting the traditional #communications providers. Read more at: https://lnkd.in/gnS6-gBM The new report is available to subscribers at: https://lnkd.in/d_7rWtD. #optical #optics #telecom #datacenter #quarterguidance #financialresults #opticalcommunications #AI #quarterresults https://lnkd.in/gnS6-gBM

We are excited to announce that Vladimir Kozlov, CEO of #LightCounting, will be speaking at COMNEXT conference on 27 of June, discussing the Seismic shift in #optical #interconnects for #AI clusters. Join Vlad Kozlov and other industry leaders to explore the latest trends and innovations. Register now for the event and don't miss out! https://lnkd.in/gggSkTWd #optics #AI #aiclusters #communications #technology #opticalcommunications