According to our Clash of Optical Component Vendors & Technologies in Data Center Networks report published several months ago: “Ciena, [like] Nokia, highly prizes its…
Category: Modules
100G PSM4 Pricing at $2/Gig and Lower
At the Rump Session at OFC 2017, the topic for debate will be “Sub $0.25/Gbps Optics; How and When will Fiber Finally Kill Copper Cable…
3D-Sensing: Broadcom & Philips Sleepers?
The quietest potential vendors of VCSEL dies for next-generation smartphones and other consumer-related solutions, Broadcom and Philips Photonics, should not only be ruled out, but…
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…
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…
Lumentum: Reorganizations Toward 3D Sensing Paradigm
A recent, unpublicized, corporate-wide reorganization by Lumentum Holdings might look like an admission of the company’s inability and/or unwillingness to efficiently run its internal factories…
Ciena Decides to Hit Back on 400ZR Impact
“As Mike Tyson said, ‘Everybody has got a plan until they get a punch in the face.’” Rob Keys, Senior Director Optical Transmission, Ciena at…
Infinera: Potential for Exit by Chip Firm Buyout
fibeRealty has speculated in the past about Infinera doing a spinoff of its DSP/PIC combination. However, given the current intensity in the consolidation of semiconductor…
PAM4 vs NRZ: Growing Irrelevance of Standards Bodies
At the OFC 2021 Rump Session, there will be two sides debating the following propositions: “Did the Optics Industry Blunder by Switching Intra-Datacenter Links from…
Ciena’s Clash with Cannibalization at Webscale Operators: A New Report
Ciena is at an important inflection point involving its future strategy. Its biggest, near-term struggle right now seems to be in adequately responding to the…
