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Showing Posts From: High-Speed Transport

Acacia’s Narrow Option Down Food Chain

For a while, we have been addressing the matter of what Acacia Communications can do for an encore with its DSP business. Despite Acacia introducing new products, including its CFP2-ACO and -DCO solutions, as well as a larger capacity ASIC, it has nevertheless felt compelled to offer its PIC component part separately, which one may…

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Huawei’s Public Cloud: Impact on Optics

As the slowdown in China continues, there is little hesitation for optical component vendors to blow up the potential for market opportunities, which will hardly be meaningful to their businesses in the short to medium terms. A good example is the large contract signed between Verizon and Corning, which will be for 5G applications, and…

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Ciena: Fast and Loose with Its Valuable IP

According to our Clash of Optical Component Vendors & Technologies in Data Center Networks report published several months ago: “Ciena, [like] Nokia, highly prizes its internal technology,” [especially as it relates to critical functionality, such as digital signal processing (DSP), that substantially differentiates its optical hardware from the competition]. Of course, both vendors have been…

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Lumentum and Oclaro: Back to the Future

Followers of our blog on LinkedIn, which received several updates each of the five days at OFC 2017, were able to read the rather profound comment by the Chief Commercial Officer of Oclaro at the “Fireside Chat” of the OIDA Executive Forum Program concerning the importance of sticking “to internal competence, such as it is…

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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 Interconnects in the Data Center (DC)?” One of the questions for discussion will be “What happened to the $1/Gbps optics cost target for switch interconnects?” As it turns out, our…

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Finisar: 3D-Sensing Opportunity in Context

As we pointed out in a recent blog post, Finisar’s potential for diversifying its VCSEL business into the smart phone business should not be characterized as “tremendous.” While the impact will certainly be noticeable, there should be ample competition from suppliers, such as Lumentum Holdings, Broadcom, II-IV, and perhaps one or more other players to cut…

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