LightReading summarized the challenges faced by Neophotonics as a result of the ban on component shipments to Huawei. The article quoted Andrew Schmitt at length about the potential outcome of the ban and the prospect for M&A activity involving Neophotonics as a result.
Mentions in news releases and the press of Cignal AI
OIF standardization initiatives catalyzed a transition from multiple proprietary tunable laser solutions to a nearly universally used standard
Before OFC, Acacia highlighted progress towards bringing the AC1200 optical module and Pico DSP to production with customer field trials of its components in Adva and Cisco equipment.
Cisco mentioned multi-haul, our concept of a coherent link that is capable of operating across a wide range of speeds and distance, in a blog detailing the results of a trial with Verizon of their new NCS1004 platform.
Ciena announced its latest generation of coherent technology with a dual strategy of pushing coherent speeds to 800Gbs as well as delivering low power pluggable 400ZR solutions.
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:
Gazettabyte discovers that Ciena is actively hiring people to staff an Optical Microsystems Division including internal salespeople tasked to secure market footprint.
Lightwave writes about our 2Q18 Optical Application report and changes to the 2018 200G & 400G forecast.
Prior to ECOC 2018 Inphi introduced the industry’s smallest form factor, lowest power and highest performance 64GBaud quad coherent TIA and driver.
Lightwave covers our 1Q18 Optical Application report and documents our boost of the 100G coherent market forecast in 2022.
Ciena references data from the most recent 4Q18 Optical Application report in a blog post that outlines its opinions on how 400G is being deployed.
Fujitsu announced its new 1FINITY T500 and T600 products, adding to its family of compact modular transponders and optical common equipment. The T600 is capable of 600G per wavelength coherent operation using the NTT Electronics DSP.
Inphi announced its 16nm 400Gbps 56GBaud Porrima Single-Lambda PAM4 chip platform. This silicon is required to hit cost points for QSFP56-DD modules that will enable high volume adoption of 400GbE inside data centers.
This was an announcement for Nistica’s new WSS module, code-named Bernoulli, which is designed for use in compact modular optical open line systems. It fits in the size of a CFP2 module and comes in different versions to perform critical monitoring, power balancing, or optical switching functions.
Microsemi (Acquired PMC-Sierra) announced announced a 1.2 Terabit capacity OTN framer/processor chip, no doubt designed to pair with the flood of 1.2T DSPs hitting the market during 2018. The device can support 400GbE clients as well as Flex-E and has onboard encryption.
Nokia announced it’s third generation coherent in-house DSP family. AMopng support for higher modulations and baud rates supporting up to 2x600G transmission, it added probabilistic constellation shaping (PCS) which maximized channel capacity.
Infinera announced that Netflix deployed the Infinera Cloud Xpress 2 to expand their delivery capacity for streaming videos.