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Entries in Vladimir Kozlov (10)

Sunday
Oct142018

Finisar demonstrates its first silicon photonics transceiver  

  • Finisar unveiled its first silicon photonics-based product, a 400-gigabit QSFP-DD DR4 module, at the recent ECOC event.
  • The company also showed transceiver technology that simplifies the setting up of dense wavelength-division multiplexing (DWDM) links.
  • Two 200-gigabit QSFP56 client-side modules and an extended reach 30km 400-gigabit eLR8 were also demonstrated by Finisar. 
  • A 64-gigabaud integrated tunable transmitter and receiver assembly (ITTRA) was used to send a 400-gigabit coherent wavelength.  

Finisar is bringing to market its first silicon photonics-based optical module. 

Christian UrricarietThe 400GBASE-DR4 is an IEEE 500m-reach 400-gigabit parallel fibre standard based on four fibres, each carrying a 100-gigabit 4-level pulse amplitude modulation (PAM-4) signal. Finisar’s DR4 is integrated into a QSFP-DD module. 

“The DR4 is the 400-gigabit interface that most of the hyperscale cloud players are interested in first,” says Christian Urricariet, senior director of global marketing at Finisar.

The company demonstrated the module at the recent European Conference on Optical Communication (ECOC), held in Rome.  

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Monday
Jul302018

Infinera buying Coriant will bring welcome consolidation  

Infinera is to purchase privately-held Coriant for $430 million. The deal will effectively double Infinera’s revenues, add 100 new customers and expand the systems vendor’s product portfolio.

Infinera's CEO, Tom FallonBut industry analysts, while welcoming the consolidation among optical systems suppliers, highlight the challenges Infinera faces making the Coriant acquisition a success.   

“The low price reflects that this isn't the best asset on the market,” says Sterling Perrin, principal analyst, optical networking and transport at Heavy Reading. “They are buying $1 of revenue for 50 cents; the price reflects the challenges.”   

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Wednesday
Dec272017

Books in 2017

Gazettabyte has asked various industry executives to discuss the books they have read in 2017. Here two market researchers give their recommendations.

 

Andrew Schmitt, founder and lead analyst of Cignal AI

I didn’t have a good year with books. I bought more than these and either didn’t read them or I lost interest. Hopefully, 2018 will be better.

A Mind at Play: How Claude Shannon Invented the Information Age by Jimmy Soni and Rob Goodman was a big disappointment. It is a well-researched book and has tons of great history on Claude Shannon but there was something about the writing style that made it turgid. I struggled to finish it but learned a lot about Claude Shannon, including that his home in Boston wasn’t far from mine.

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Thursday
May122016

Optical integration and silicon photonics: A view to 2021

LightCounting Market Research’s recent report on optical integration investigates the global market opportunity for integrated optical components including silicon photonics for the next five years. An interview with LightCounting CEO and report author, Vladimir Kozlov. 

 

LightCounting’s report on photonic integration has several notable findings. The first is that only one in 40 optical components sold in the datacom and telecom markets is an integrated device yet such components account for a third of total revenues.

Another finding is that silicon photonics will not have a significant market impact in the next five years to 2021, although its size will grow threefold in that time.

By 2021, one in 10 optical components will be integrated and will account for 40% of the total market, while silicon photonics will become a $1 billion industry by then. 

 

Integrated optics

“Contrary to the expectation that integration is helping to reduce the cost of components, it is only being used for very high-end products,” says Vladimir Kozlov, CEO of LightCounting.

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Wednesday
Dec032014

Is the tunable laser market set for an upturn?

Part 2: Tunable laser market

"The tunable laser market requires a lot of patience to research." So claims Vladimir Kozlov, CEO of LightCounting Market Research. Kozlov should know; he has spent the last 15 years tracking and forecasting lasers and optical modules for the telecom and datacom markets.

Source: LightCounting, Gazettabyte

The tunable laser market is certainly sizeable; over half a million units will be shipped in 2014, says LightCounting. But the market requires care when forecasting. One subtlety is that certain optical component companies - Finisar, JDSU and Oclaro - are vertically integrated and use their own tunable lasers within the optical modules they sell. LightCounting counts these as module sales rather than tunable laser ones.

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Friday
Nov222013

Reporting the optical component & module industry

LightCounting recently published its six-monthly optical market research covering telecom and datacom. Gazettabyte interviewed Vladimir Kozlov, CEO of LightCounting, about the findings.

 

When people forecast they always make a mistake on the timeline because they overestimate the impact of new technology in the short term and underestimate in the long term.

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Sunday
Jan272013

Optical transceiver market to grow 50 percent by 2017

  • The optical transceiver market will grow to US $5.1bn in 2017
  • The fierce price declines of 2012 will lessen during the forecast period
  • Stronger traffic growth could have a significant positive effect on transceiver market growth

 

"The price declines in 2012 were brutal but they will not happen again [during the forecast period]"

Vladimir Kozlov, LightCounting

 

 

 

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