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400ZR+ and Arbitrarily Locked-In Narrative

Despite the unequivocal remarks on not currently planning to use 400ZR+ or necessarily for that matter, even higher capacity, inter-data center ZR modules by Ashish Vengsarkar, Head of Optical Networking Technologies, Google, USA, as the…

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Broadcom on CPO/NPO: Countervailing Theories

Last October, fibeReality wrote an article defending a proposition that Broadcom’s big expenditure push for co-packaged optics has been based on a bluff. Since that time, we have received other postulates from our contacts, one…

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II-VI vs Lumentum: 3D Sensing Challenge

Several days ago, fibeReality wrote an article referring to intelligence we acquired around the middle of last month and we stated Lumentum Holdings “has maintained at least somewhat of a leadership posture in 3D sensing…

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Lumentum/NeoPhotonics: Revenue Pressures

The implications for the inability of Lumentum to acquire Coherent, despite the financial benefits in failing to do so, have become increasingly profound for the former. Obviously, a successful purchase of Coherent would have ameliorated…

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Quantum Productization Quackery and Exceptions

Experimental work on the quantum effect in photonics goes back to 1976 at AT&T-Bell Labs which resulted in the formation of a set of photodiodes. Into the 1980s, there was optimism that such gear could…

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Broadcom’s Big Bluff on CPO

Broadcom has appeared solidly behind its public engagement with co-packaged optics, developing switches with optical I/O. In fact, the supplier seems to be pulling out all of the stops in at least leaving the impression…

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Our Optical Realizations in Bordeaux

It was so much fun to speak in person at ECOC 2021 and directly make eye contract with individuals in a live audience rather than doing it through the impersonal nature of a Zoom conference….

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Adtran Plus ADVA Equals Better Buyout Target

One would struggle to remember a discussion among veterans of the optical equipment space recently contemplating potential mergers, considering a combo between Adtran and ADVA. Over 20 years ago, it might have made “common sense”…

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Lumentum: Reorganizations Toward 3D Sensing Paradigm

A recent, unpublicized, corporate-wide reorganization by Lumentum Holdings might look like an admission of the company’s inability and/or unwillingness to efficiently run its internal factories and fabs, according to a new report just published by…

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Ciena Decides to Hit Back on 400ZR Impact

“As Mike Tyson said, ‘Everybody has got a plan until they get a punch in the face.’” Rob Keys, Senior Director Optical Transmission, Ciena at OFC 2021 On our second, closer viewing of the Market…

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OSFP-XD Takes the Stand

In August 2018, fibeReality published the article: “Co-Packaged Optics on Trial,” in which we offered this summary judgement: “It is not hard to see why co-packaged optics has failed to be applied commercially, yet, despite…

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Infinera: Potential for Exit by Chip Firm Buyout

Infinera: Potential for Exit by Chip Firm Buyout

fibeRealty has speculated in the past about Infinera doing a spinoff of its DSP/PIC combination. However, given the current intensity in the consolidation of semiconductor vendors, and the supplier’s extremely low valuation, a chip supplier…

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5G mmWave: Escaping "Plato's Cave"

5G mmWave: Escaping “Plato’s Cave”

fibeReality has strived to demonstrate that Verizon Wireless’ reasoning behind its obsession with enabling mmWave spectrum has no other logical basis than to provide the necessary backbone for loads of downlink capacity to its subscribers….

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Battling False Narratives on 5G

Battling False Narratives on 5G

fibeReality has close to 5,000 followers on LinkedIn. It may be difficult to find other research firm specialists focussing on optics and wireless that can make that claim. We provide useful market intelligence in our…

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Verizon 5G: Existential Business Case

Verizon 5G: Existential Business Case

The priority of Verizon Wireless’ 5G strategy has never been based on the false, industry-wide narrative of offering its subscribers any unique applications broadly, but more simply on its intense concern of running out of…

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Inphi: Ongoing Obsession with COLORZ Brand

In quasi-opposition to fibeReality’s sentiments regarding Inphi’s exceedingly defensive posture on COLORZ, resulting from a great deal of internal sensitivity to its lackluster sales of the module, which we have amply described in the past,…

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Acacia: Frantically Grasping for a Miracle

In what seems to be a feverish attempt to extract itself from what may turn out to be one of the biggest exit blunders in optics history, Acacia Communications, which for most of its existence…

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