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Blog 1534858688 210

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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Blog 1534800958 209

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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Blog 1534602399 208

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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Blog 1534537459 207

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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Blog 1534433599 206

ams: Turnkey Play for Android VCSELs

We recently looked at the negative ramifications for VCSEL vendors supplying Apple for 3D Sensing (3DS) purposes, as the iPhone supplier has transformed the business to one, which is quite commodity-like in nature. However, there …
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Blog 1534269769 205

Finisar/II-VI: Elongated 3D Sensing Ramp

At least a few analysts on the Street are asking: Why is the time for Finisar and II-VI seemingly so extended out for a considerable ramp-up in production of 3D-sensing VCSEL bare die? After all, …
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Blog 1533827491 204

Facebook: Co-Packaged Optics Conundrum

While we have recently pointed out that co-packaged optics will not be the great enabler of Silicon Photonics (SiPh), the concept of markedly shortening the distance between the switch and discrete optics could potentially be …
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Blog 1533488607 203

Silicon Photonics: Last Gasp of Hype

The optics industry is approaching 50 years since the concept of Silicon Photonics (SiPh) was mentioned for the first time. During an upsurge in excitement over the technology in 2014, we were accused by one …
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Blog 1533319961 202

Finisar: New VCSEL Opportunities Possible

In June, this writer was honored to be a keynote speaker at EPIC’s meeting on “Singlemode vs Multimode Communication” in Kessel-Lo, Belgium. Our preliminary judgement is that we are cautiously optimistic about the prospects for …
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Blog 1533049837 201

Infinera/Coriant: A Survival Gimmick

Despite Infinera’s claims of significant integration between the two product lines, its purchase of Coriant is really about the continuing shortcomings of its PIC strategy, as well as its desire to remain an optical system …
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Blog 1527024236 200

Viavi Still Overshadowing Lumentum

Despite the evident busting of the optical ecosystem, many of the analysts on the Street apparently continue to hold a special place in their hearts for Lumentum, mainly because of the current lead it has …
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Blog 1525191080 199

Fabrinet: Nuggets Search in Optics Mess

All of the previous, unusual amount of commotion going on in the telecom/datacom optical market has been further complicated with the ban on sales to ZTE. Yet, it cannot be ruled out that there may …
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Blog 1521572000 198

Calix: Long-Term Optical Powerhouse

During the first Market Watch panel at OFC 2018, MKM Partners’ Mike Genovese, one of a relatively few prominent investment analysts, who has real intimacy with the optical space, said that “he believes that companies, …
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Blog 1521497908 197

Finisar: Recourse in Hyperscale Space

During the Q&A session at the OIDA Executive Forum two years ago, this writer asked a Microsoft executive whether his company, was being too clever by half in making demands, such as open line systems, …
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Blog 1521407367 196

Ciena Can Get Away With 400G Puffery

Ingrained in the “Nortel” legacy in high-end optics at Ciena is the obsession to jump to the next bit rate as soon as possible, at a minimum from a marketing perspective. In the distant past, …
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Blog 1521334252 195

Lumentum + Oclaro: Ecosystem/Profit Bust

For a while (we mentioned a cloud bubble for components in April, 2015), fibeReality has been discussing the idea of a collapsing optical ecosystem principally as a result of the efforts of the hyperscale data …
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Blog 1519219989 194

Finisar: An Attack Plan vs Broadcom

Will Finisar engage in all of this development work on VCSEL bare die in its new fab in Texas just to take advantage of it for 3D-sensors applications? Why should not the vendor strive harder …
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Blog 1519058366 193

Oclaro: No Longer Counting on Buyout

Evidently, Oclaro is starting to think outside the box in selecting Walter Jankovic as its new President, Optical Connectivity, as he was formerly with Contract Manufacturer (CM), Celestica. It seems to indicate that Oclaro’s confidence …
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Blog 1518540363 192

Infinera: Doubling Down on Lost Cause

After bringing in an executive, who promotes to companies he will “lead a transformational charge to growth, profitability and long-term value,” in our opinion, the last earnings call at Infinera was in general just more …
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Blog 1518295187 191

Lumentum: Benefit of the Doubt

During the summer of 2017, to the best of our knowledge, there were major technical problems at Apple with Lumentum’s six-inch VCSEL wafers (including with the epis supplied to the component vendor). Startlingly, after a …
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Blog 1515957710 188

Finisar: New Chip-Centric Frame of Mind

While Finisar’s selection of its new CEO, Michael Hurlston, pretty much an outsider from the optical realm (the only exception may be an executive position with Exar much earlier in his career) is not without …
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Blog 1515778516 187

Mellanox: Dreadful Timing on “SiPh” Halt

The day after it became public that Mellanox Technologies’ biggest shareholder, Starboard Value, sent a letter along with slides to the CEO and the Board of Directors, critical of the vendor’s performance, a press release …
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Blog 1515366057 186

Ciena: The Street Taking a Fresh Look?

In addition to 1) the ex-Nortel crowd desiring to remain firmly ensconced in its controlling role over Ciena’s future, to 2) what we perceived as a previously unusual amount of internal pressure to get the …
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Blog 1514839533 185

Fabrinet’s Mad Rush to Product Diversity

fibeReality predicted a year ago that Huawei Technologies would start producing new types of optical components in-house, which evidently was substantiated in a news report in December. In between that time, there had been feedback …
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Blog 1513533874 184

Finisar Versus Elitists

While Finisar is similar to other optical vendors in spinning market research analysts (who then tend to dutifully spew up the exact propaganda) and with executives occasionally talking out of both sides of their mouths …
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