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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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…
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…
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…
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…
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…
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,…
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…
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…
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…
In the early 1980s, the concept of “Management By Walking/Wandering Around” or MBWA reached the height of its acceptance as an effective means of remaining bonded with lower-level managers as well as with other…
At first blush, it seems illogical for Infinera, a supplier, which has been fighting for its survival, to be promoting a revolutionary change in the aggregation and access portions of the optical marketplace. However, fibeReality…