Neophotonics

Cignal AI’s observations on the proposed merger.

Learn How High-Performance Coherent Pluggables Can Address a Broad Set of Network Applications

After years of anticipation, 400G pluggable digital coherent optics (DCO) will finally achieve general availability and initial deployment in 2021.

Several vendors are shipping 800Gbps capable coherent optical solutions, and now the industry must consider the next steps in development.

Gazettabyte authored a lengthy article about the sampling of the first 400G DSP for use in pluggable applications. It included an interview with Inphi, Neophotonics, and analysts including Andrew Schmitt.

In this report, we survey recent coherent optical progress and provide an overview of the market status of 5th generation coherent optics.

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.

The compact modular format continues to be the fastest growing segment of the optical hardware market. In this section, the announcements and demonstrations at OFC are detailed.

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.

The arrival of standardized, pluggable 400ZR and derivative technologies – fourth generation coherent – is poised to be the most disruptive event in optical hardware since the advent of coherent 100G in 2010.

Trends in coherent technology generated enthusiasm among the participants at OFC 2018, and 400G ZR applications were of particular interest. Nokia and Infinera outlined next-generation coherent roadmaps, and Acacia and…

Andrew Schmitt was the featured speaker on an investor call hosted by Troy Jensen of Piper Jaffray on February 21st. Forty-four participants listened in and posed their questions as Andrew…

China’s Ministry of Industry and Information Technology (MIIT) released a five-year plan in December 2017 outlining a roadmap for commercial and technological progress in a broad set of optical technologies. The…

After much of the world already transitioned to all-optically switched ROADM networks, Chinese network operators are preparing to follow suit. Most networks outside of China used optical switching as early…

400G Coherent and Beyond
Ciena had a blockbuster announcement at OFC 2017, but there was plenty of other interesting news to feast on. Cignal AI’s key takeaways concerning coherent…

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…

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

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….

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…

On August 4th, Nokia announced its quarterly results, and they included good optical results for 2Q16. While optical accounts for less than 10% of Nokia’s corporate revenue, this specific business unit is poised to benefit from the oncoming ramp up in metro coherent 200G.