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…
Category: Data Centers
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…
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…
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…
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,…
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…
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…
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…
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…
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…
