To demonstrate the dramatic transformation in the corporate management of Infinera, particularly with its metro business, a fuller summary of fibeReality’s articles is in order, after our post recently referring to a 2015 article “on…
At OFC 2023, the real buzz should have been about the mounting public support by vendors of the form factor, OSFP-XD, which will ultimately lead to a substantial amount of revenue for the marketplace in…
While it could turn out to be a blessing in disguise for Lumentum Holdings down the road, II-VI’s actions over the last 18 months or so, amply demonstrate that it had no interest in opening…
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…
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…
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…
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…
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…
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…
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….
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”…
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…
“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…
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…
When fibeReality published its report on 400ZR in June 2020, we were clearly on the low end of the forecasts in the industry. Nevertheless, as happens sometimes despite making a concerted effort to be conservative…
Co-Packaged Optics (CPO) is a serious risk to the well-being of the photonics industry, which can ill-afford the expenditure of such valuable resources. The concept is being heavily pushed by a very small minority of…
A little over a year ago, this writer made a presentation to an audience of mainly CTOs and CEOs that the maturation of the traditional optics market meant that the biggest optical component suppliers would…
At the OFC 2021 Rump Session, there will be two sides debating the following propositions: “Did the Optics Industry Blunder by Switching Intra-Datacenter Links from NRZ to PAM4? Will More DSP like PAM6 and Coherent…
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…
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….
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…
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…
Ciena is at an important inflection point involving its future strategy. Its biggest, near-term struggle right now seems to be in adequately responding to the demands of the hyperscale data center operators for a 400-gig…
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,…
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…
