LightCounting

LightCounting is an optical communications market research company, offering market intelligence, analysis & forecasts. Retweets ≠ endorsements.

[LightCounting @lightcounting]

Q3 financial results set new records
🌟 LightCounting releases a research note on the early financial results for Q3 🌟
Suppliers of optical components and modules are adding capacity to keep up with the growing demand.
Latest Research Note available at: https://t.co/t09KnuvKIe

[Marvell Technology @MarvellTech]

AI is reshaping every layer of the optical ecosystem.
At @ECOC_Exhibition 2025, @lightcounting CEO Vlad Kozlov joined Marvell to discuss how AI is driving demand across scale-up, scale-out and scale-across architectures—and the future of optical connectivity.
Watch here: https://t.co/f3skcWzzvx

[Ethernet Alliance @EthernetAllianc]

Thank you to our #TEF2025 sponsors! This event wouldn't be possible without the generosity and time of: @Huawei, @Synopsys, @Cisco, @Ciena, @amphenol, @OiForum, @DellOroGroup, @650Group, @lightcounting, @IWCScable and #CCCA. Learn more here: https://t.co/tgFfHvWdIe

[LightCounting @lightcounting]

LightCounting is delighted to be a sponsor of #TEF2025: #Ethernet For #AI
The time is now to submit your proposal for a presentation or panel. Check out the topics here: https://t.co/uX6Ezsksjs
Save the date! TEF2025: Ethernet For AI, December 2-3 in Mountain View, CA

[ECOC Exhibition @ECOC_Exhibition]

Registration for #ECOC25 now open!

A visitor badge provides you with full access to:

📅Three days of networking
📍Market and Product Focus theatres
🏆 The 2025 Industry Awards

Secure your FREE visitor badge today: https://t.co/o5lrc3HEUY

#ECOCExhibition

[LightCounting @lightcounting]

LightCounting's 3rd Annual Start-Up Competition is on June 5 at OptiNet. Submit application by May 15th - see link for details: https://t.co/GxGc8MwYqi

Grow your start-up and gain international visibility to kickstart your success.
Join our open competition!

[Ethernet Alliance @EthernetAllianc]

Check out this newsletter piece from @lightcounting Market Research , "AI Scale-up Switches Overtake Ethernet and InfiniBand." This will give insight to the updated Ethernet, InfiniBand, and Optical Switches for Cloud Data Centers report. More here: https://t.co/3cFV1TjebH

[Ethernet Alliance @EthernetAllianc]

New from @lightcounting: https://t.co/IootZVjm1g A report that analyzes the impact of growing #DataTraffic and the changing architecture of data centers on the market forecast for #EthernetOpticalTransceivers with a focus on the high-speed modules used in data centers. #Etherent

[Ethernet Alliance @EthernetAllianc]

Up, up, and away - @lightwaveonline's Sean Buckley breaks down @lightcounting's latest #MarketResearch report that shows #Ethernet #optical transceivers for #AI growth will double in 2024. However, there could be supply chain bottlenecks ahead: https://t.co/b2DB5w5vTz

[CIOE @CIOE_Shenzhen]

Last Call for the webinar held by IPEC and @lightcounting on July 30, 2024. Titled "Special Requirements for Optical Connectivity in AI Clusters". Scan the QR code or click the link to register for the webinar: https://t.co/fHxQxH6Or0

#Webinar #AI #Optics

[CIOE @CIOE_Shenzhen]

It's the last day of the campaign registering CIOE 2024 to collect a special edition of CIOE 2024 post-show report valued at $500 by @lightcounting . Register now to collect this report for FREE as soon as it is compiled and finalized after the fair:https://t.co/OLRA2KUrAR

[LightCounting @lightcounting]

LightCounting's latest #network #transformation report looks at the impact of the newest agent of change: #AI
New report available:
https://t.co/MQHWDtEGUG

[LightCounting @lightcounting]

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.

Register now for the event and don't miss out! https://t.co/2EKxeo65zF

[LightCounting @lightcounting]

Do you want to join our team of analysts and you are based in China? We have a #job opportunity for you!

You need to have experience in the #optical #networking industry in China and advanced technical or business degree. Send resume to [email protected]!

[LightCounting @lightcounting]

Optics for AI Clusters remained the only hot area of the market in Q1 2024 - LightCounting releases a research note on the early financial results for Q1 2024
https://t.co/QhRBcHdL7P

[Huawei Network @HuaweiNetworks]

What problems should carriers pay attention to in the development of gigabit services? What changes will happen to digital home services in the next few years? Can #FTTR support these new services? Listen to Tom William, Senior Analyst at @LightCounting, for details.

[OFC Conference @ofcconference]

What can you expect at #OFC24? @LightCounting provides a wish list for the upcoming exhibition: https://t.co/r1AQ3J6vV5

Companies will demonstrate 224G technology and new products based on it, including micro-LED interconnects, optical engines, AI technologies and more.

[Soitec @Soitec_Official]

Come meet us in San Diego in March! 

Want to find out about the evolving role of optics in #AI Clusters?
You’ll be able to listen our guest speakers Vladimir Kozlov, CEO of @lightcounting to discuss this topic.

📅 Register for free now : https://t.co/2iNT2sBDfD

[Ethernet Alliance @EthernetAllianc]

Did you catch #gazettabyte's piece on #800G coherent digital signal processors? It has insights from @DellOroGroup and @lightcounting, and talks about efforts by @EthernetAllianc member @MarvellTech to "kickstart the 800G coherent pluggable era": https://t.co/OnEqLSiimG #Ethernet

[Acacia @AcaciaComms]

Don’t miss tomorrow’s Fiber Systems webinar “Journey to Gigabit: Overcoming Challenges in Deploying Emerging Technologies.” @lightcounting, @AcaciaComms and @ViaviSolutions will be presenting. More info below. https://t.co/fqFNg5iWHh