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Showing Posts From: Photonic Integration

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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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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Infinera and the Age of Narcissism

In early 2012, Forbes published an article called “Why Narcissistic CEOs Kill Their Companies.” While we believe that some of the characteristics described in the article do not necessarily apply to the two principal corporate executives at Infinera, there are at least several that seem to fit one or both to a tee. It also…

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USC Chair Claims It Takes a Village

Reporting from the OASIS6 Conference and Exhibition on Optics and Electro Optics in Tel Aviv, as part of the EPIC delegation to Israel, well-known professor, Alan Wilner, spoke at the opening session. His message was mainly about the US needing to be more strategic about investing in photonics (meaning government spending), and “transcending the individual.”…

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Huawei May Hit Optics Component Space with Both Barrels

fibeReality believes that Huawei Technologies is striving to develop coherent optics and optical switching components, as well as potentially other types of new devices further down the food chain with the intent of going head-to-head across the world with major competitors in the market, including Finisar, Lumentum Holdings, and Oclaro. It seems that a logical…

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Top 10 Enigmas at Infinera’s Analyst Day

Our initial thoughts on Insight Infinera 2016, as outlined on our daily updates page over a week ago, was partially that “time will unlikely be a friend [to the vendor] as questions over long-term survivability are apt to become more pronounced.” We also stated that “[t]he only edge that we have been aware of over…

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