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…
Category: Backbone
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…
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…
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,…
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…
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…
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…
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…
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…
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…
