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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 Watch …
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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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Cisco: Accelerating Pace Away from Systems

The critical reason for Cisco Systems’ elaborate dog and pony show focusing on its latest ASIC, Silicon One, appears to be the simplest one: to indirectly start laying the foundation for its eventual exit from …
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CPO Gaining on COBO Regarding Irrelevance

Notwithstanding the title of this article, a good number of optical suppliers, which want to do business with Microsoft, are likely to be too wary about totally ceasing resource allocation to both the Co-packaged Optics …
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Sumitomo’s Datacom VCSELs: Saving Face

Despite being a data communications module producer, Sumitomo’s purchase of Emcore’s VCSEL business in 2012 was a mistake. The former did not really know what it was buying. (We understand there was even a lawsuit …
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Inphi: Boosting Valuation for Later Exit

While fibeReality is unaware of the exact date of when Chuck Mattera, the CEO, of II-VI, negated the proposal to buy out Finisar’s IC group, it was around the time of Inphi’s rhetoric seemingly signaling …
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Broadcom: Selective Focus on Transceivers

As fibeReality pointed out in a recent article, the counseling from Hock Tan, CEO of Broadcom, to his former executive on the wireless side of his business, Michael Hurlston, who became head of Finisar, was …
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Infinera: An Unanticipated Destination Point

Given this writer’s justifiable criticism of Infinera for almost the entire existence of the firm, it has been a little awkward to begin suggesting to optical engineering managers either looking for work or considering moving …
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II-VI’s Gloomy Look Under Finisar’s Hood

In fibeReality’s opinion, irrespective of II-VI leadership’s original plans with its big merger, figuring out what to do with the mess that was left by Finisar’s interim CEO, Michael Hurlston, along with the implicit approval …
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II-VI: Ordinary “Intel” of Optoelectronics

During the firewall period, waiting for the merger with Finisar to be completely approved, from the CEO of II-VI, Chuck Mattera, people in the industry got the impression that he expected the combined company to become kind …
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