Optical Components

Examines the benefits and challenges of Linear Drive and provides a preliminary assessment of its impact.

AOI made news recently with its intention to sell its Chinese manufacturing facilities and partnership with Microsoft for laser development.

Datacom revenue and module shipments plummeted as inventory adjustment hit hard this quarter.

The last bastion of optimism in optical components has reported revenue well below guidance as inventory absorption affects the entire industry.

Revenue tumbled across the board as customers adjust inventory.

Datacom and Telecom revenue was up for the year, but headwinds are pushing down forecasts for both revenue and shipments in the first part of 2023.

Uncovering who uses which DSP, and which DSP vendors ship the most volume.

Ongoing inventory absorption and supply chain issues depress Lumentum’s datacom revenues, while telecom revenues return to growth.

An in-depth look at the catalysts, potential, and outcome of the 100ZR market.

Coherent posted a very strong quarter with double-digit gains in both Telecom and Datacom as the company sees no slowdown in demand for optical components.

400GbE shipments recovered from last quarter’s dip leading to a strong revenue quarter for Datacom. Telecom optical component revenue grew as more than 61k Gen60C modules shipped in the quarter.

Fresh insights on Marvell’s current and future plans for optical networking.

Coherent’s Datacom sales grew more than 10% this quarter and in contrast to Lumentum’s more pessimistic outlook. the company was optimistic about future datacom sales.

Lumentum’s Telecom revenue grew dramatically thanks to recent acquisitions, while Datacom is entering a difficult couple of quarters.

Understanding the next wave of 100Gbps and 200Gbps PAM4-based modules

Pluggable 400Gbps optics continues to drive Telecom bandwidth as operators migrate away from lower speeds. Datacom component shipment growth slowed this quarter, but revenue for Datacom is still growing faster than in any other optical segment.

II-VI acquires Coherent and releases a new coherent DSP during a quarter of growth.

Lumentum completed its acquisition of Neophotonics and acquired IPG’s module business, moves signaling increased focus on the telecom module market.

It’s all about the supply chain again this quarter, but signs point to gains in the second half of the year. 400GbE datacenter optics and 400Gbps pluggable telecom optics are driving their respective segments.

Marvell reported strong datacenter DSP growth and reached the milestone of 100k units shipped of coherent Gen60C DSPs, indicating a healthy market for high-speed optics.