OFC announcements and market trends

Avago Technologies, Finisar and Opnext spoke to Gazettabyte about market trends and their recent OFC/NFOEC announcements. 

More compact transceiver designs at 10, 40 and 100 Gigabit, advancements in reconfigurable optical add-drop multiplexer (ROADM) technology and parallel optical engine developments were all in evidence at this year’s OFC/NFOEC show held in Los Angeles in March.

“MSAs are designed by committee, and when you have a committee you throw away innovation and you throw away time-to-market”  

Victor Krutul, Avago Technologies

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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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Ofidium to enter 100Gbps module market using OFDM

Briefing: High-speed optical transmission.

Part 1: The start-up

Ofidium is a 100 Gigabit start-up that refuses to follow the herd.

While the optical industry has chosen polarisation-multiplexing quadrature phase-shift keying (PM-QPSK) for 100 Gigabit-per-second (Gbps) transmission, the Australian start-up is developing a module based on orthogonal frequency division multiplexing (OFDM) modulation.

 "For data rates higher than 100Gbps, it [OFDM] is the only way to go"

Jonathan Lacey, CEO

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Why optical transceiver vendors are like discus-throwers

 

Guest blog on Lightwave magazine, click here.

Optical transceivers: Pouring a quart into a pint pot

Transceiver feature - 3rd and final part

Optical equipment and transceiver makers have much in common.  Both must contend with the challenge of yearly network traffic growth and both are addressing the issue similarly: using faster interfaces, reducing power consumption and making designs more compact and flexible.  

Yet if equipment makers and transceiver vendors share common technical goals, the market challenges they face differ. For optical transceiver vendors, the challenges are particularly complex.

LightCounting's global optical transceiver sales forecast. In 2009 the market was $2.10bn and will rise to $3.42bn in 2013

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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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Do multi-source agreements benefit the optical industry?

Transceiver feature: Part 1

System vendors may adore optical transceivers but there is a concern about how multi-source agreements originate. 

Optical transceiver form factors, defined through multi-source agreements (MSAs), benefit equipment vendors by ensuring there are several suppliers to choose from.  No longer must a system vendor develop its own or be locked in with a supplier.

“Personally, the MSA is the worst thing that has happened to the optical industry”

Marek Tlaka, Luxtera

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