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…
Category: VCSELs
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…
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…
AOCs: Unappealing Choice Up to 30 Meters
Assuming Microsoft goes ahead with a proposed project of a flattened switch architecture in its data centers, the use of Active Optical Cables (AOCs) for…
Finisar Could be Telegraphing 5G Fronthaul Gear
fibeReality is aware of some speculation that Finisar’s CEO, Michael Hurlston, was supposedly brought in to build up the 3D-sensing business in order to sell…
Corning and Multimode: Fujikura Linkage
fibeReality has lately been discussing a lot about the collapsed ecosystem in the active optical equipment space, as well as the growing market for MultiMode…
