Blog 1536155166 218

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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Blog 1536083385 217

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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Blog 1535915389 216

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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Blog 1535639434 215

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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Blog 1535397381 214

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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Blog 1535305249 213

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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Blog 1535053477 212

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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Blog 1534972012 211

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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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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