Mentions

Inphi mentioned adjusting internal forecasts for 100G port growth during its third-quarter earnings conference call with investors on October 31, 2017.

Infinera published two papers at ECOC 2017 that set new milestones in terms of baud rate (100Gbs) and modulation density (1024 QAM). While these technologies are years away from commercial reality and deployment Infinera is demonstrating a continued commitment to the in-house development of photonic integration and the results it believes this can achieve.

Inphi announces samples of its latest Polaris PAM-4 DSP for inside the data center which. This is the PAM-4 engine that powers optical modules such as 200G QSFP28s and 400G CFP8s running FR8 signaling. The chip also integrates both single and multi-mode laser drivers, further reducing cost.

Semtech and Multiphydemonstrate a single-lambda 100G solution at ECOC for DR4 modulation in a QSFP28. This included a single channel PAM-4 DSP from Multiphy, and modulator driver and TIA from Semtech.

Infinera completed a trans-Atlantic field trial with it’s new XTS-3300, slightly edging out the performance of previous announcements by Ciena and Nokia for trans-Atlantic links.

Infinera announced a major upgrade to its XTM chassis (Transmode acquisition) bringing 200G and 400G uplink capabilities to existing systems already deployed in the field.

Infinera announced its new CX2 is GA and deployed in cloud and colo networks, a crucial strategic follow up to its successful first-gen Cloud Xpress, which the competition has now caught up to.

A compact summary of Cignal AI’s position in the debate:

Inphi is the market share leader for coherent driver and receiver electronics and wanted to highlight exactly how much of their product is in the field.

Infinera announced a major expansion of its Instant Bandwidth feature, making those features network wide and eventually paired with software-based network control.

Ranovus announces a new direct detect solution in CFP2 DCO format, joining InPhi in offering solutions to the DCI marketplace.

Inphi announces a companion component to its 400G TIA, and now offers electronics to interface the latest 400G+ DSPs with coherent optics

Andrew Schmitt comments on Infinera’s announcement of an upgraded mobile anyhaul (front/backhaul) optical transport system.

Lightwave quotes Andrew Schmitt in its article regarding the acquisition of Clariphy Communications by Inphi:

An Investor Business Daily article summarized a research note from Piper Jaffray. The note was issued by Troy Jensen following a call held with Andrew Schmitt and 70+ buy-side investors.

Andrew Schmitt is interviewed after his presentation at ECOC 2016 in Dusseldorf where he presented an update on the use of 100G coherent in the data center interconnect and metro markets.

Infinera announced a follow on product to it’s groundbreaking Infinera Cloud Xpress, including the integration of it’s GEN4 PIC technology.

Inphi bet big and bet early on linear drivers, rather than limiting drivers, for coherent applications. As a result they dominate this market. It announced a product refresh at ECOC 2016.

Fujitsu Network Communications rolled out its new 1FINITY Platform, aimed at service providers interested in dis-aggregated optical network architectures.

Andrew Schmitt wrote an article sent to all OFC 2016 attendees foreshadowing what would be the big themes for the show and what trends would follow throughout the year.