OFC 2017 – Inside the Datacenter

100G and the Road to 400G

The transition to 100G network speeds inside the data center is underway at every major hyperscale operator simultaneously, creating major industry bottlenecks. Despite QSFP28…

Investor Call – OFC 2017 Takeaways

Andrew Schmitt provided key OFC 2017 takeaways during an investor call hosted by Troy Jensen of Piper Jaffray.

Inphi Coherent TIAs Surpass 25 Billion Successful Field Hours

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.

Inphi: Industry’s First 64G Quad Linear Modulator Driver

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

4Q16 Optical Hardware Forecast

On February 27th, Cignal AI issued full optical equipment market share analysis for 4th quarter 2016 (4Q16). This second report, issued on March 9th, extends our analysis and summarizes forecasts and outlooks for the industry through 2021.

LIGHTWAVE: Inphi to buy coherent DSP developer ClariPhy for $275M

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

Investor Call – China 2017, CFP2-ACO, Coherent DSPs

Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated….

ECOC 2016 Logo

ECOC 2016 Notes and Observations

Andrew Schmitt presented at the ECOC (European Conference for Optical Communications) in Dusseldorf, Germany during the week of Sept. 19. No time was wasted during the trip as Andrew fit…

Inphi Announces Quad Linear Driver

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.

ADVA 2Q16

ADVA released excellent quarterly results on Thursday, July 21th and its optical business is hitting on all cylinders right now. The company expects to sustain its current revenue surge through the coming quarter as it continues to ship an impressive amount of 100G ports.

Investor Call – China, CFP2-ACO, ROADMs & More

Andrew Schmitt created some excitement when he spoke about optical component and equipment market trends on a Piper Jaffray investor call on April 22. 83 investor clients were on the…

Metro DCI – What’s Next

Andrew presented “Metro DCI – What’s Next?” at the annual OSA Executive Forum before OFC 2016. His slides focused on the evolution of metro DCI and highlighted the opportunity for…

Optical Whitebox – OFC 2016

Component and equipment vendors outlined the investments they are making in anticipation of some service providers adopting open line systems or fully dis-aggregated optical systems. This is a contentious technology…

Silicon Photonics – OFC 2016

The optical component industry is changing from one in which existing InP and discrete designs are replicated in SiPho to a new approach under which the unique benefits of SiPho…

OFC 2016 Preview

OFC is just a few short weeks away now, and some key themes are coming into focus for the conference. Registered users may read this article, no subscription required.Continue…