When giant data center owners started promoting $1 per gigabit transport a while back, the idea seemed ludicrous. Well, at least for optical transceivers, pricing…
Category: Photonic Integration
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…
OSFP-XD Takes the Stand
In August 2018, fibeReality published the article: “Co-Packaged Optics on Trial,” in which we offered this summary judgement: “It is not hard to see why…
24 Tough Queries for Vendors/Users at ECOC 2018
Unfortunately, this writer will be unable to be in Rome, as I will be attending a much happier, personal event later in the week. fibeReality…
Juniper’s SiPh: Reductio ad Absurdum
Now Juniper Networks has joined Intel and Cisco Systems in offering 100G data communications transceivers (TXs), in which margins are awfully tough, if not unfeasible…
Inphi: De Facto Merchant Coherent DSP Play
While the bulk of the analyst community in the optics space continues to engage in pandering on the Cisco Systems purchase of Acacia Communications, rather…
CPO Gaining on COBO Regarding Irrelevance
Notwithstanding the title of this article, a good number of optical suppliers, which want to do business with Microsoft, are likely to be too wary…
Cisco and Marvell/Inphi: 400ZR as Microcosm for Future Strategies
When fibeReality published its report on 400ZR in June 2020, we were clearly on the low end of the forecasts in the industry. Nevertheless, as…
AIM Photonics Will Miss Target (Part II) — Limited Job Creation
As we continue our critical look on the prospects of AIM Photonics, we will maintain our focus on the hurdles faced by this new organization.…
Microsoft/Facebook Will Never Deploy Co-Packaged Optics as Defined
Co-Packaged Optics (CPO) is a serious risk to the well-being of the photonics industry, which can ill-afford the expenditure of such valuable resources. The concept…