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The number of venture-backed optical component startups has exploded. The Optical Component Startup Tracker identifies these companies and clarifies their value propositions. Since many of these companies are in stealth mode, this tracker relies on the limited information available, either publicly or via conversations with the companies. Entries are added and updated regularly as better information becomes available. Feedback is always appreciated – you can reach us at https://cignal.ai/contact.

Propelled by the AI-driven buildout of data center interconnect, WDM pluggable optics now lead the telecom market in bandwidth deployed.. Beginning in 1Q26, Cignal AI has expanded its IP-over-DWDM coverage with a new WDM Pluggable Applications Forecast, a new overlay dataset in the Transport Hardware Report. This article introduces the forecast, its structure, and what it tells us about where pluggable revenue is headed through 2030.

This is an actively updated document as vendor results are issued during the quarter – return here for analysis and opinion on 2Q26 company results as they become available. Updates are emailed out to clients each Friday – make sure instant notifications are enabled in your profile. Real time quantitative Excel results for companies are always available for download (Hardware) (Components). Keep track of data updates with our release notes.

BOSTON (June 18, 2026) – Market research firm Cignal AI recently published the 1Q26 Optical Components Report, which describes a market being radically reshaped by hyperscaler AI investment. Datacom optical component revenue reached a record $7.7 billion in the quarter, more than doubling year-over-year, while telecom optical component revenue set its own record at $2.0 billion.

BOSTON (June 17, 2026) – Market research firm Cignal AI has added a WDM Pluggable Applications Forecast as a new overlay to its quarterly Transport Hardware & Markets Report, expanding existing coherent pluggable optics coverage to encompass all three procurement models – standalone modules sold directly to operators, optics procured with routers, and pluggable interfaces within optical transponders.

This report finalizes our optical components report and updated forecasts. Clients could see company results as they were released during the quarter via downloads of the real-time Excel file. Subscribers to the Optical Components Report can download an Excel file with actual results through 1Q26 and detailed, up-to-date forecasts. The full 62-page report is available for download in PDF format.

Propelled by the AI-driven buildout of data center interconnect, coherent pluggable optics now lead the telecom market in bandwidth deployed.. Beginning in 1Q26, Cignal AI has expanded its IP-over-DWDM coverage with a new Pluggable Applications Forecast, a new overlay dataset in the Transport Hardware Report. This article introduces the forecast, its structure, and what it tells us about where pluggable revenue is headed through 2030.

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This report finalizes our full transport equipment market share analysis and updated forecasts. Clients could see company results as they were released during the quarter via downloads of the real-time Excel file, a service unique to Cignal AI. Preliminary results were first published May 20th. Subscribers to the Transport Hardware Report can download an Excel file with actual results through 1Q26 and detailed, up-to-date forecasts. The full 47-page report is available for download in PDF format.

This preliminary report summarizes our Transport equipment market analysis for 1Q26. Clients interested in real-time updates as companies report should monitor release notes and download the updated Excel file. The final report, including detailed analysis and updated forecasts, will be available to all clients by June 1st, 2026.