Since the beginning of the arrival of the 40G data rate, there has been a consistent mantra in the industry of its impending decline and…
Category: Vertical Integration
Applied Optoelectronics’ Freneticism
AOI’s major hyperscale data center customers are undoubtedly sitting back and enjoying the vendor’s frantic activity in making heroic efforts to cut its manufacturing costs…
Ericsson/Calix: De Facto NG-PON2 Model
fibeReality fully expects Ericsson/Calix to be the primary beneficiary of NG-PON2 becoming the de facto standard for much of the world. We anticipate that the…
Fabrinet’s Mad Rush to Product Diversity
fibeReality predicted a year ago that Huawei Technologies would start producing new types of optical components in-house, which evidently was substantiated in a news report…
Finisar: New Chip-Centric Frame of Mind
While Finisar’s selection of its new CEO, Michael Hurlston, pretty much an outsider from the optical realm (the only exception may be an executive position…
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…
II-VI & Lumentum: Struggle for Horizontal Integration Supremacy
A little over a year ago, this writer made a presentation to an audience of mainly CTOs and CEOs that the maturation of the traditional…
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…
Acacia: Frantically Grasping for a Miracle
In what seems to be a feverish attempt to extract itself from what may turn out to be one of the biggest exit blunders in…
Inphi: Boosting Valuation for Later Exit
While fibeReality is unaware of the exact date of when Chuck Mattera, the CEO, of II-VI, negated the proposal to buy out Finisar’s IC group,…
