Blog

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Ciena Finally Reconciled with Its Future?

During the summer of 2015, fibeReality published the following article: “Ciena’s Last Chance to Fulfill its Destiny” in which we asserted: “…Ciena can either finally resolve to fully execute as an optics player to ensure…
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Oclaro Showcasing Itself for M&A

  While it is quite possible that there have been recent discussions between Finisar and Oclaro about a merger, Greg Dougherty seems to be taking the opportunity at investment conferences to have kind of virtual…
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Infinera: Actions Speak Louder Than Words

As Infinera continues the messaging of ambitious product development plans, its comparatively quiet, top-level management changes indicate a supplier that is in a state of crisis, and that it will now be open to radical…
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Lumentum: The Street’s Latest Sacred Cow

There was Infinera with the unflinching belief of the cost benefits of PICs (which in our opinion, was never proven), and being oblivious to a traditional long-haul player forcing Transmode to take a backseat in…
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