Blog

Intel Renews Hyperscale Optic Machination

According to fibeReality’s newest intelligence, we have never been more persuaded that Intel is selling optical components to hyperscale data center operators below cost, while the vendor has very little confidence it can achieve profitability,…
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NeoPhotonics: A Rationale for a Resurgence

Ever since the last optical boom in China, it has been easy to be critical about NeoPhotonics concerning limitations for growth in its traditional space with much of it based on a disproportionate amount of…
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Infinera/Coriant: On Capping Installed Base

We have mentioned that a number of operators with a sizeable installed base of either Infinera or Coriant are undeniably re-evaluating their network strategies. Of course, there would be even more of an imperative, if…
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Corning and Multimode: Fujikura Linkage

fibeReality has lately been discussing a lot about the collapsed ecosystem in the active optical equipment space, as well as the growing market for MultiMode Fiber (MMF) in the large data centers of the hyperscale…
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400G: Impulse to View Rate in a Vacuum

At ECOC this week, the aspect that will almost assuredly not come across is that large optical component firms have to be asking themselves whether major development efforts on high-end optical components, especially on the…
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CFP2-ACO Modules: Lingering Cash Cow

In fibeReality’s last blog article, “Oclaro: Waiting for the Other Shoe to Drop,” we analyzed some of the probable consequences for the vendor after the closing of the purchase by Lumentum. In this piece, we…
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Oclaro: Waiting for the Other Shoe to Drop

With Oclaro in a waiting game, as China must provide antitrust regulatory approval for Lumentum’s acquisition, and although fibeReality senses that that some people at the former have moved from disappointment to at least acceptance,…
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Inphi Could Not Resist Hyperscale Vortex

fibeReality first used the term, “hyperscale vortex” relating to ADVA Optical Networking, as it was one of the examples of foreshadowing of the complete destruction of the optical ecosystem. Although ADVA’s CEO had reservations about…
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Nokia Networks is a Wireless Firm — Period

While Nokia continues to sell optics solutions, and fibeReality even sees the possibility for a significant upside for it in the space in the short term, its legacy, its heart, and most importantly, its top-level…
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Cisco Systems’ Optics Pastime

It all began for Cisco Systems last century during the bubble with its purchase of Cerent for a whopping amount of money, as it was a startup merely providing a basic SONET transport system. Although…
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Finisar Could be Telegraphing 5G Fronthaul Gear

fibeReality is aware of some speculation that Finisar’s CEO, Michael Hurlston, was supposedly brought in to build up the 3D-sensing business in order to sell it to his former company, Broadcom. Yet, with our expectation…
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AOCs: Unappealing Choice Up to 30 Meters

Assuming Microsoft goes ahead with a proposed project of a flattened switch architecture in its data centers, the use of Active Optical Cables (AOCs) for the 0-to-30-meter lengths would undoubtedly remain under consideration, even though…
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Inphi’s COLORZ: New Buyer Constrictions

Although Microsoft’s major push to try to create a market for Inphi’s COLORZ solution was memorable, it was unsuccessful, as the former has remained the only customer so far. In fibeReality’s opinion, the lack of…
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Microsoft’s Flatter Data Center Difficulty

Despite the greater efficiency of the newer networks of the hyperscalers, as their infrastructure continues to grow in size, they will gradually start grappling with similar problems (although not necessarily even close to the same…
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Ciena/Packet Design: First-Rate Acquisition

While Ciena’s historic record for acquiring companies has left a lot to be desired, its most recent buyout of Packet Design was a shrewd move. In contrast, Infinera, which at quite a late date, ostensibly…
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COBO’s Scheme: Odd Life/Demise Likely

fibeReality expressed our point of view that if COBO ever happens, it would be in the form of Co-Packaged Optics (CPO). In our opinion, it is also instructive to closely examine both COBO’s historic relevance…
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Finisar CEO’s Babe-in-the-Woods Rhetoric

In an article published this month, Finisar’s CEO, Michael Hurlston said: “To be truthful, I didn’t know much about optics.” Certainly, by now, such a revelation would not be news to anybody in the industry,…
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Multicore Fiber: Just a Cool Design for Now

Research on MultiCore Fiber (MCF) was first conducted almost four decades ago. It is definitely a real and a cool technology, and a user could eventually purchase greater capacity and density, including more optical communication…
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The Case for 4×50-Gig Indeterminately

While fibeReality is willing to double down on our wakeup call to the hyperscale data center operators on the need for them to help reconstruct an optical ecosystem for development efforts on 4x100GbE for the…
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Broadcom’s Tomahawk 3: An Optics Riddle

There is a mystery concerning stranded capacity as Broadcom’s StrataXGS Tomahawk 3 next-gen switching chipset offers quite a bit of bandwidth with a total capacity of 12.8 terabytes. The problem is in imagining how it…
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400GbE: Wakeup Call for Hyperscale Operators

When it comes to the critical development efforts for 400GbE, the big-four hyperscale data center operators do not appear to be doing much more than going through their usual motions. Despite their undeniable role in…
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Co-Packaged Optics on Trial

Recently, fibeReality has written about the latest catchphrase in the optics space, co-packaged optics, and mentioned the potential challenges with expense and yield, as well as other alternatives. In looking at the case for the…
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Lumentum 3DS at Apple: A Competitive Analysis

Right now, it seems that Lumentum’s primary challengers for VCSELs for 3D Sensing (3DS) applications for use in Apple’s iPhones will probably remain both Finisar and II-VI indefinitely. We strongly suspect that this large customer…
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Incredible Shrinking 3DS VCSEL Margins Projected

With eventually five or more six-inch VCSEL fab manufacturers playing in the worldwide 3D sensing space, the generation of impressive margins will get increasingly tougher, as they are vying for what is currently only a…
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