Andrew Schmitt

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OFC2019 – Coherent Technology

Coherent announcements and roadmaps at the show focused on two themes: lowering the power of coherent technology for use in pluggable applications and increasing baud rates to raise the maximum capacity of a single wavelength beyond 600Gbps. And despite few new ROADM announcements, there was a spirited debate about future ROADM architectures.

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Infinera Announces ICE6

Infinera announced the details and schedule for ICE6, its next-generation coherent engine featuring 800G operation. It is a 1.6T monolithic PIC co-packaged with a new internally developed 7nm DSP.

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OFC 2019 Preview and Predictions

The 2019 Optical Fiber Conference is less than a month away. Cignal AI’s analysts have compiled a list of predictions and expectations for what we expect to see from vendors and other OFC participants.

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New York Investor Visits – Raymond James

On November 5th, Andrew Schmitt and Scott Wilkinson traveled to New York for a day of 1:1 meetings with investors and a lunch presentation to a group of investors. Topics included the role compact modular systems would play in shaping operator spending, Chinese spending and technology trends and discussion of the ongoing industry consolidation.

Raymond James released a note summarizing the discussions – some observations are excerpted here:

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Inphi 3Q18 Conference Call

Acacia mentioned data from our Optical Applications report during its calendar first quarter conference call with investors on May 3, 2018. The company referenced our extensive work following the development of the coherent 400G ZR market.

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