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Infinera’s Last Ditch: Infinity and Beyond

With the full realization by industry analysts, some of whom initially drank the Kool-Aid, that the potential for Infinera significantly penetrating the metro optical market will not be a pushover, the supplier’s frantic gambit is to prematurely advance a marketing message to the extreme on the Long Haul (LH) side with its Infinite Capacity Engine…

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100G Transceivers Below $3/Gig by 2017?

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 has reached a point in which that goal is actually in the ballpark. The willingness of vendors at the low end to continually drive down prices, such as a 10G…

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Acacia IPO Update: Still Pursuing Encore

In January, we first discussed Acacia Communications, which filed for its IPO confidentially in August of last year, and then rather quietly, but publicly, notified the SEC towards the end of December of last year of its plan to go public early this year. Although there was at least a little speculation at OFC 2016…

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Lumentum: Be Careful What You Wish For

Who could blame Lumentum Holdings for finding it desirable to move upstream in offering something close to full optical systems in order to generate higher margins? In some respects, the time to do so is somewhat optimal given the ex-JDSU’s historic position, particularly on the telecom side of the house. However, the level of competition…

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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. Secondly, fibeReality will get into greater detail on what is sometimes falsely cited as an example of a successful Public-Private Partnership (PPP) in the chip space, Sematech, as well as…

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AIM Photonics Will Miss Target (Part I)

At “The Workshop on Integrated Photonics High Volume Packaging” that took place in Anaheim the week of OFC 2016, Thomas L. Koch, the Dean at the College of Optical Sciences at the University of Arizona gave a refreshingly realistic presentation of the historic challenges involved with packaging chips, as well as a recitation of some…

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