Chinese optical component vendors set for change

China’s optical component firms must adapt if they are to match their Western counterparts in market reach, company ambition and technology portfolios. These are the findings of a report - China: The New Land of Opportunity - on the local optical component (OC) industry by market research firm, LightCounting.

“If [Chinese optical component] companies get $100m from an IPO, they have the resources to really do things”

Vladimir Kozlov, LightCounting

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Cisco Systems' coherent power move

Cisco Systems’ acquisition of CoreOptics means the company has largely cornered the coherent market, says Telecom Pragmatics. 

Cisco Systems announced its intent to acquire the optical transmission specialist CoreOptics back in May. CoreOptics has digital signal processing expertise used to enhance high-speed long-haul dense wavelength division multiplexing (DWDM) optical transmission. Cisco’s acquisition values the German company at US $99m.

"Let me be clear, we don’t believe 100Gbps serial will dominate the market for a long time, or 40Gbps for that matter"

Mark Lutkowitz, Telecom Pragmatics

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Ten years gone: Optical components after the boom

Vladimir Kozlov has been covering the optical components industry as an analyst since the optical boom of 2000. Here he reflects on the industry over the last decade.

Average gross margin by industry. Source: LightCounting

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The InfiniBand roadmap gets redrawn

The InfiniBand Trade Association (IBTA) has announced a new roadmap for the low latency bi-directional link. What was Eight Data Rate InfiniBand will now be known as Enhanced Data Rate (EDR) and be upgraded from 20Gbps to 26Gbps per channel. EDR will deliver a 104Gbps data rate in a four-channel InfiniBand (4x) implementation and 312Gbps when used as a 12-channel (12x) interface.

“We can already demonstrate in silicon a 30Gbps transmitter."

Marek Tlalka, Luxtera

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Is a datacom and telecom mini-boom taking place?

A reader commented that both semiconductor and optical transceiver lead-times are being extended and that the “good times are here”.  But what is the cause, he asked, and are good times really here?

Daryl Inniss believes it is largely a reflection of cutbacks that have run their course. “The industry cut back swiftly and deeply when the market started to tank, cutting suppliers and capacity,” says Inniss, practice leader, components at market research firm Ovum.

“I think it's recovery dynamics - people ordering a tiny bit more and there are no parts available such that lead-times are stretching out simulating a boom.”

Brad Smith, LightCounting

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Why optical transceiver vendors are like discus-throwers

 

Guest blog on Lightwave magazine, click here.

Differentiation in a market that demands sameness

Transceiver feature: Part 2

At first sight, optical transceiver vendors have little scope for product differentiation. Modules are defined through a multi-source agreement (MSA) and used to transport specified protocols over predefined distances.

 

“Their attitude is let the big guys kill themselves at 40 and 100 Gig while they beat down costs"

Vladimir Kozlov, LightCounting

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