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From: FUBHO10/1/2017 2:53:36 PM
   of 28
 
Last week of SHYSTER law firms polluting my portfolio news feeds with their bogus suits.

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From: FUBHO1/19/2018 8:37:02 AM
   of 28
 
New 5-Year Optical Component Plan from China’s MIIT spells trouble for foreign suppliers: Cignal AI


lightwaveonline.com


January 18, 2018
Author Stephen Hardy
Editorial Director and Associate Publisher
Market research firm Cignal AI reports that a 5-year plan from China's Ministry of Industry and Information Technology (MIIT) released last month calls for Chinese optical component developers to evolve from a focus on low-end products to high-end products for optical communications systems. Chinese systems houses such as Huawei and ZTE should aid this effort by favoring domestic suppliers, say the plan's authors. The effort could have a significant impact on the revenue streams of Western and Japanese optical component suppliers, says Cignal AI founder and chief analyst Andrew Schmitt. He estimates that incumbent Western component vendors could see their addressable market shrink by as much as 30%.

Schmitt acquired a copy of the plan, written in Chinese (naturally), and had it translated. He's posted copies of the original document and the translation on the Cignal AI site (subscription required). The document outlines six areas of focus within the new 5-year plan:

  1. Optical communication devices
  2. Optical fiber and cabling
  3. Specialty optical fibers
  4. Image and photosensors
  5. Solid-state (LED) lighting
  6. LCDs/OLEDs.

The plan's authors state that a lack of domestic supply of optical communications devices leaves control of this core technology in the hands of foreign entities and thus threatens the success of the nation's information technology initiatives. While companies such as Huawei and ZTE have achieved scale through success in foreign markets, their reliance on foreign component suppliers renders them "big but not strong," according to the plan.

The plan therefore calls for a combined effort to grow the number of Chinese component companies in the worldwide Top 10 from the current one to two or three by 2020 – and that one of those companies should shoulder its way into the Top 3. Overall, Chinese component companies should achieve a total market share of 30% by 2022, according to Cignal AI's translation of the plan.

This effort should include the development and production of high-end components and subsystems, the plan states. The document lists 23 areas of focus for component development, including:

  • 200G/400G/1T client-side optical transceivers
  • 100G/200G/400G CFP2-DCO coherent transceivers
  • 25G industrial temperature transceivers
  • Colorless/directionless/contentionless (CDC) ROADMs
  • Silicon photonics coherent transceivers and PAM4 silicon
  • Planar lightwave circuit (PLC)-based arrayed waveguide gratings (AWGs)
  • LiNbO3 modulators.


Overall, the plan calls for Chinese optical systems vendors and others to procure 60% of low-end (below 10 Gbps) and 20% of high-end optical components domestically by 2022. The plan calls for more development of domestic optoelectronic chip supply sources as part of this effort, as well as an emphasis by optical transport systems companies on nurturing and using domestic component suppliers.

The plan obviously isn't good news for incumbent component suppliers in Japan or the West, notes Schmitt. A greater number of Chinese component companies, striving to hit the worldwide market share targets outlined in the plan, could put further downward pressure on prices, he says in an article describing the plan and its ramifications.

One strategy to deal with the plan's fallout is further merger and acquisition activity among incumbent suppliers, Schmitt states. "In the face of this rising competition, the need for consolidation among Western vendors has never been greater," he writes. "The current disparate market structure is vulnerable to the entrance of well-funded Chinese component makers into the higher-end markets. But even consolidated markets such as WSS [wavelength-selective switch] components (two suppliers) will face pricing pressure from aggressive new entrants more focused on market share than profitability."

The release of the plan complements previous reports that Chinese systems houses were cultivating domestic supply sources last year (see "Chinese systems houses engaging with alternative component, subsystem sources: LightCounting").

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From: JakeStraw2/23/2018 10:38:39 AM
   of 28
 
Acacia Communications Reports Fourth Quarter and Full Year 2017 Results
markets.siliconinvestor.com

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From: FUBHO3/2/2018 7:54:36 AM
   of 28
 
China's fiber-optic market about to improve?


From NPTN's 4Q2017 earnings call transcript



Specific to China, we believe customer inventory levels have normalized for our products. As many of you will recall, in early 2017 the industry was made aware of a substantial inventory overhang of optical and semiconductor components in the Chinese Telecom OEM supply chain and as a result much of the reduced demand we experienced throughout 2017 was a result of our customers working through this inventory. In the fourth quarter we saw customer inventory levels reduce to the 3-4 week target range set by our customers – down from several months of inventory in mid-2017. More importantly, we began to see them pull a larger volume of our products, and thus far in Q1 we have seen this trend continue. That is, despite typical seasonality in the first quarter, we see Q1 volumes increasing modestly over Q4 levels.

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From: FUBHO3/8/2018 7:29:09 AM
   of 28
 
Some very interesting papers and workshops at OFC.
====================================

Acacia Communications experts will be on hand at OFC to lead discussions and share knowledge regarding technology and innovation in optical communications. They will facilitate sessions covering topics such as coherent for shorter reach applications, 400G and beyond, and silicon integration. Acacia is also the sponsor of Theater III, which will host educational programs throughout the conference including Acacia’s session on Next Generation Coherent: Architectures and Technologies.

Speaking Sessions:
Sunday, March 11

  • 12:30 - 3:30 p.m. - Markus Weber, senior director of product lifecycle management, will participate in a workshop onDSP for Short Reach and Client Optics - What Makes Sense?
  • 1:00 - 5:00 p.m. - Benny Mikkelsen, founder and chief technology officer, will present a short course on 100 Gb/s and Beyond Transmission Systems, Design and Design Trade-offs.”
  • 1:00 - 5:00 p.m. - Chris Doerr, associate vice president of integrated photonics, will present a short course onHighly Integrated Monolithic Photonic Integrated Circuits.”
  • 4:00 - 6:30 p.m. - Christian Rasmussen, founder and vice president of digital signal processing and optics, will be participating in a workshop titled “ When Will We Need to Scale the Fiber Capacity? What is the Realistic Approach?
  • 4:00 - 6:30 p.m. - Hongbin Zhang, principal DSP designer, will participate in a workshop on Field Trials: Is It Make or Break for Innovative Technologies.
  • 8:00 - 10:00 p.m. - BinBin Guan, optical engineer in silicon photonics, will host a Lab Automation Hackathon.
  • Monday, March 12

  • 10:30 a.m. - 12:30 p.m. - Tom Williams, senior director of marketing, will be on the panel for 400G Optics for Hyper Scale Data Centers
  • 11:10 a.m. - 12:20 p.m. - Benny Mikkelsen will speak on Panel 2: Silicon in Photonics – More than Silicon Photonics! at the 2018 OIDA Executive Forum
  • Tuesday, March 13

  • 7:00 - 9:00 p.m. - Chris Doerr will present at theRump Session: When will Coherent Replace Direct Detection in the Data Center?
  • Wednesday, March 14

  • 1:30 - 2:30 p.m. - Chris Doerr, Christian Rasmussen and Tom Williams will present a show floor program in Theater III entitled Next Generation Coherent: Architectures and Technologies.”
  • Thursday, March 15

  • 9:30 - 10:00 a.m. - Christian Rasmussen to present an invited paper entitled “Power Efficient DSP and Optical Integration”
  • 10:15 - 11:15 a.m. - Tom Williams will present in a show floor program in Theater II on 400G Coherent: What Does it Mean to You?
  • Meet Acacia at OFC 2018
    If you are interested in meeting with Acacia during the conference, please contact marketing@acacia-inc.com.

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    From: FUBHO4/17/2018 1:00:08 AM
       of 28
     
    US Govt. Bans Domestic Component Sales to ZTE

    By DAN JONES, Mobile Editor, 4/16/2018
    The US government has banned domestic tech companies from selling components for seven years in a move that will affect chipmakers like Qualcomm, as well as US optical companies such as Finisar. ...

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    From: Alejandroo Green4/24/2018 9:13:53 AM
       of 28
     
    Technically, a potential good entry point here.

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