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Entries in Lumentum (9)

Wednesday
May012019

Lumentum completes sale of certain datacom lines to CIG 

Brandon Collings, CTO of Lumentum, talks CIG, 400ZR and 400ZR+, COBO, co-packaged optics and why silicon photonics is not going to change the world.

 

Lumentum has completed the sale of part of its datacom product lines to design and manufacturing company, Cambridge Industries Group. 

The sale will lower the company's quarterly revenues by between $20 million to $25 million. Lumentum also said that it will stop selling datacom transceivers in the next year to 18 months.

Brandon CollingsThe move highlights how fierce competition and diminishing margins from the sale of client-side modules is causing optical component companies to rethink their strategies.

Lumentum’s focus is now to supply its photonic chips to the module makers, including CIG. “From a value-add point of view, there is a lot more value in selling those chips than the modules,” says Brandon Collings, CTO of Lumentum.

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Sunday
Dec302018

Books in 2018 - Part 3

More books read in 2018, as recommended by Steve Alexander and Yves LeMaitre.

Steve Alexander, senior vice president and CTO, Ciena 

I was standing in line at a Starbucks and was chatting with another person who asked what all these engineers were doing talking about networks of submarines. In fact, it was a nearby conference on submarine cables. The person said: “I thought that’s what satellites were for”.

I wanted to find a book I could point people to who think that satellites carry most of the international traffic when, in fact, it is the fibre-optic submarine cables that carry the vast majority of the world’s communications. I came up with The Undersea Network by Nicole Starosielski.

Our industry does such a good job at this that most people don’t even know such networks exist. It is like air; it is there and it works.

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Saturday
Dec082018

Relentless traffic growth leads to a ROADM rethink

Technology briefing: ROADMs

Lumentum has developed an optical switch to enable reconfigurable optical add-drop multiplexers (ROADMs) to cope with the traffic growth expected over the next decade. 

The company’s MxN wavelength-selective switch (WSS) will replace the existing multicast switch used in colourless, directionless and contentionless ROADMs. The Lumentum TrueFlex 8x24 twin switch will enable networking nodes of 400-terabit capacity.

“This second-generation switch is what will take us into the 100 gigabaud and super-channel era of network scalability,” says Brandon Collings, CTO of Lumentum.

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Tuesday
Oct232018

Oclaro showcases its pluggable CFP2-DCO at ECOC

Multi-sourcing CFP2-DCO modules, coherent digital signal processor (DSP) partnerships, new laser opportunities and the latest on Lumentum’s acquisition of Oclaro. A conversation with Oclaro’s chief strategy officer, Yves LeMaitre.

Oclaro demonstrated its CFP2 Digital Coherent Optics (CFP2-DCO) pluggable module working with Acacia Communications’ own CFP2-DCO at the recent European Conference on Optical Communication (ECOC), held in Rome.

Yves LeMaitreOclaro announced earlier this year that it would use Acacia’s Meru coherent DSP for a CFP2-DCO product.

The company also announced at ECOC the availability of a portfolio of single-mode lasers that operate over an extended temperature range.

“We see two new laser opportunities for us,” says LeMaitre. “The upgrade of the access networks and, concurrently, the deployment of 5G.”

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Tuesday
Mar132018

Lumentum jolts the industry with Oclaro acquisition 

Lumentum announced on Monday its plan to acquire Oclaro in a deal worth $1.8 billion.

The prospect of consolidation among optical component players has long been mooted yet the announcement provided the first big news jolt at the OFC show, being held in San Diego this week. 

Alan Lowe“Combined, we will be an industry leader in telecom transmission and transport as well as 3D sensing,” said Alan Lowe, president and CEO of Lumentum, on an analyst call discussing the deal.

Lumentum says their joint revenues totalled $1.7 billion with a 39% gross margin over the last year. And $60 million in synergies are forecast in the second year after the deal closes, which is expected to happen later this year. 

The $1.8 billion acquisition will comprise 56 percent cash and 44 percent Lumentum stock. Lumentum will also raise $550 million to help finance the deal.

“This is a big deal as it consolidates the telecom part of the component market,” says Daryl Inniss, business development manager at OFS Fitel and former market research analyst.

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Thursday
Nov092017

Juniper Networks opens up the optical line system 

Juniper Networks has responded to the demands of the large-scale data centre players with an open optical line system architecture.

Donyel Jones-WilliamsThe system vendor has created software external to its switch, IP router and optical transport platforms that centrally controls the optical layer.

Juniper has also announced a reconfigurable optical add-drop multiplexer (ROADM) - the TCX1000 - that is Lumentum’s own white box ROADM design. Juniper will offer the Lumentum white box as its own, part of its optical product portfolio.

The open line system architecture, including the TCX1000, is also being pitched to communications service providers that want an optical line system and prefer to deal with a single vendor.

“Juniper plans to address the optical layer with a combination of software and open hardware in the common optical layer,” says Andrew Schmitt, founder and lead analyst at Cignal AI. “This is the solution it will bring to customers rather than partnering with an optical vendor, which Juniper has tried several times without great success.”

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Monday
Dec122016

Infinera unveils first platforms using its latest PIC & DSP  

  • The Cloud Xpress 2 platform for data centre interconnects packs 1.2 terabits in a 1 rack unit (1RU) box.  
  • Infinera has also unveiled two DTN-X XT 'meshponder' platforms that aggregate client signals and offer sliceable transponder functionality that delivers wavelengths to multiple destinations. 
  • The company also announced an open flexible grid line system that supports the C and L bands 
  • Three of the top four US internet content providers are Infinera customers.

Infinera has started to unveil its platform portfolio based on its Infinite Capacity Engine that combines the company's latest-generation photonic integrated circuit (PIC) and coherent DSP-ASIC technology.

 

Geoff Bennett

The first platform using the technology is the Cloud Xpress 2, Infinera second-generation data centre interconnect platform, was unveiled in September. More recently, it has added two DTN-X meshponder platforms - the XT-3300 and the XT-3600 - as well as upgrading two of its existing DTN-X platforms.

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