Lumentum to acquire Cloud Light for 800G+ modules and AOCs

Lumentum agreed to acquire Cloud Light, a supplier of fiber optic transceivers and active optical cables for intra-datacenter optical interconnect, in a transaction valued of approximately $750 million.

Lumentum said the acquisition will accelerated its push into the fastest growing segments of the multibillion-dollar opportunity for optical modules used in cloud computing data center infrastructure. 

Cloud Light, which is based in Hong Kong, said nearly all of its $200M revenue in the last 12 months was derived from 400G or higher speed transceiver sales. In the most recent quarter, over half of Cloud Light’s optical transceiver revenue was derived from 800G modules.

“With Cloud Light, we are making a strategic investment to significantly expand our opportunities in the cloud data center and networking infrastructure space,” said Alan Lowe, Lumentum president and CEO. “Cloud Light provides us with the highest speed transceiver solutions at scale and complements our advanced component capabilities. This results in a broad product and technology portfolio that addresses a wide range of cloud operator needs.”

“We are confident that this transaction will deliver substantial, long-term value to our stockholders, with immediate earnings accretion and accelerated revenue growth. We look forward to welcoming Cloud Light’s very talented team to Lumentum,” concluded Mr. Lowe.

“Today’s announcement is a pivotal milestone in the history of Cloud Light, and a testament to the hard work and dedication of our employees,” said Dr. Dennis Tong, Cloud Light Founder and CEO. “We founded the company with a vision that our deep expertise in high-volume precision manufacturing would result in a superior value proposition for cloud data center customers. Having worked closely with the technology teams within leading cloud operators, we believe we can build upon our success to date and further accelerate cloud data center growth by combining Lumentum’s advanced photonic integration and transmission technologies with our highly automated packaging and manufacturing processes. We look forward to joining the Lumentum team and beginning an exciting new chapter.”

https://www.cloudlight.com.hk/products/

https://investor.lumentum.com/events-and-presentations/events/default.aspx

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Lumentum trims outlook as major network OEM pauses deliveries

Citing an unexpected pause in orders from a major network equipment vender, Lumentum trimmed its financial outlook saying it now expects revenue for its fiscal third quarter 2023 to be in the range of $380 to $384 million, compared to the company’s previous expectation of $430 to $460 million.

“Late in our fiscal 2023 third quarter, a network equipment manufacturer who represented more than 10 percent of our fiscal second quarter revenue informed us that due to their inventory management, they would not take the shipments we had originally projected for the quarter,” said Alan Lowe, Lumentum President and CEO. “This shortfall is the primary reason that our fiscal 2023 third quarter revenue will be below the low end of our prior guidance range. Looking ahead, we expect a similar level of shipments to this customer in our fiscal Q4, as we saw in Q3. Nevertheless, our customer relationship remains strong, and we continue to work together closely to help them achieve success.”

Mr. Lowe continued, “We have confidence in our long-term strategy and operating model, and today we are announcing an increase in our share repurchase program.”

Lumentum’s board of directors recently approved an increase in its share repurchase program authorization to an aggregate amount of $1.2 billion and extended its duration through May 2025. Lumentum’s previously announced authorization was $1 billion through May 2024. As of April 1, 2023, Lumentum had used $615.5 million to repurchase 7.4 million shares. Lumentum expects to fund the repurchases under the extended share repurchase program out of its existing cash balance.

https://investor.lumentum.com/financial-news-releases/news-details/2023/Lumentum-Announces-Preliminary-Financial-Results-and-Reporting-Date-for-Fiscal-Third-Quarter-2023-and-Increased-Share-Repurchase-Program/default.aspx

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Lumentum expands manufacturing in Slovenia

Lumentum has expanded its manufacturing operations and advanced R&D in Škoflijica, Slovenia for specialty optical fibers that are essential components of many Lumentum products. This expansion more than doubles Lumentum's manufacturing and R&D footprint in Slovenia.

The state-of-the-art facility includes a Center of Excellence for advanced R&D to develop fundamental laser component technology in addition to products. The site includes a 137,000 square foot plot with plans for further future expansion to align capacity with the growing demand for specialty fibers in industrial, communications, and other growing new applications.

"I am very excited about the manufacturing and advanced R&D expansion in Slovenia," said Alex Schoenfelder, senior vice president and general manager of commercial lasers. "Specialty optical fibers are a key enabling component for industrial fiber lasers and increasingly for other new applications in the industrial, life sciences, and communications markets. Our team in Slovenia has given us unique fibers that enable differentiated performance and cost."

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Lumentum sees improving IC supply for telecom

Lumentum reported net revenue of $422.1 million for its fourth fiscal quarter, ended July 2, 2002, with GAAP net income attributable to common stockholders of $34.7 million, or $0.49 per diluted share. Net revenue for the fiscal third quarter of 2022 was $395.4 million, with GAAP net income of $26.0 million, or $0.35 per diluted share. Net revenue for the fiscal fourth quarter of 2021 was $392.1 million, with GAAP net income attributable to common stockholders of $21.5 million, or $0.28 per diluted share.

Non-GAAP net income for fiscal fourth quarter of 2022 was $105.0 million, or $1.47 per diluted share. Non-GAAP net income for fiscal third quarter of 2022 was $88.9 million, or $1.19 per diluted share. Non-GAAP net income for the fiscal fourth quarter of 2021 was $81.9 million, or $1.06 per diluted share.

"In fiscal 2022, we achieved record revenue in datacom EMLs, coherent components, pump lasers, tunable products, and sub-sea components, with company profitability above our target model of 50 percent gross margin and 30 percent operating margin. Fourth quarter revenue was above our midpoint, with both operating margin and earnings per share exceeding the top end of guidance. In addition, we are making meaningful progress in alleviating component shortages in our Telecom business," said Alan Lowe, President and CEO.

"On August 3rd, we completed our acquisition of NeoPhotonics, and yesterday we announced our purchase of IPG's telecom transmission product lines, both of which position us to create even more value for our cloud and networking customers. Our guidance for the first quarter and outlook for fiscal 2023 reflects the previously discussed share normalization in 3D sensing for smartphones. As we close a solid year and position the company for growth with these investments, we expect that the business fundamentals will drive a mix shift toward our Telecom, Datacom, and Commercial Lasers businesses, supporting double-digit revenue growth in fiscal 2023 and beyond," added Mr. Lowe.

https://s28.q4cdn.com/643688083/files/doc_financials/2022/q4/Q4-FY22-Earnings-Call-Final.pdf

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Lumentum completes acquisition of NeoPhotonics

 Lumentum completed its previously announced acquisition of NeoPhotonics.

"I am excited to unite NeoPhotonics' differentiated products and technology and talented team with those of Lumentum," said Alan Lowe, Lumentum President and CEO. "This acquisition better positions us for attractive growth opportunities created by the digital transformation of work and life, which is driving relentless growth in the needed volumes and performance of cloud and network infrastructure. I welcome our new colleagues to the Lumentum team and want to thank NeoPhotonics' CEO Tim Jenks and the rest of NeoPhotonics' leadership team for their contributions in getting us to this important milestone."

http://investor.lumentum.com

Lumentum to acquire NeoPhotonics for $918M amidst strong demand

Thursday, November 04, 2021  Lumentum, Neophotonics  

Lumentum agreed to acquire NeoPhotonics for $16.00 per share in cash, representing a total equity value of approximately $918 million and a premium of approximately 39% to NeoPhotonics' closing stock price on November 3, 2021.

The companies cited significant next-gen 400G+ opportunities as a leading driver for the merger.

NeoPhotonics, which was founded in 1996 and is based in San Jose, is a leading supplier of tunable lasers and optoelectronic components, including devices manufactured in its own Indium Phosphide fabs and combined with electronics using using Advanced Hybrid Photonic Integration techniques. The product portfolio includes coherent components and tunable lasers, coherent transceivers, wavelength management products, as well as fixed wavelength lasers and high speed driver ICs. The company has engineering and manufacturing facilities in Silicon Valley (USA), Japan and Shenzhen, China.

Lumentum said the acquisition strengthens its position in the more than $10 billion market for optical components used in cloud and telecom network infrastructure. 

"With NeoPhotonics, we're making another important investment in better serving our customers and expanding our photonics capabilities at a time when photonics are at the forefront of favorable long-term market trends," said Alan Lowe, Lumentum President and CEO. "At the center of our strategy is a relentless focus on developing a differentiated portfolio with the most innovative products and technology in our industry so that we can help our customers compete and win in their respective markets. Adding NeoPhotonics' differentiated products and technology and innovative R&D team is consistent with this strategy and together, we will better meet the growing need for next generation optical networking solutions."

"Today's announcement is an exciting milestone for NeoPhotonics," said Tim Jenks, NeoPhotonics President, CEO, and Chairman. "The increasing global demand for our ultra-pure light tunable lasers and photonics technologies for speed over distance applications is more apparent than ever, and Lumentum is the ideal partner to serve our customers on a larger scale. Lumentum recognizes the importance of NeoPhotonics' differentiated photonic technology and products, which are well positioned for accelerated growth in the coming years. "

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Lumentum locks in wafer supply deal with IQE

 IQE plc,  a leading supplier of compound semiconductor wafer products and advanced material solutions, announced a mult-year supply agreement with IBM. The deal includes the supply of epiwafers supporting 3D Sensing, LiDAR for automotive, and optical networking applications.

Americo Lemos, Chief Executive Officer of IQE, commented: “Our partnership with Lumentum is in alignment with our strategy to strengthen our customer relationships and to enter into long-term agreements securing wafer supply. Lumentum and IQE are industry leaders in the 3D Sensing space, and this partnership is underpinned by IQE’s unrivalled technology portfolio. We look forward to our continued collaboration and expansion of our business relationship into new market segments.”

Alan Lowe, Chief Executive Officer of Lumentum, added: “I am pleased to extend our fruitful partnership with IQE into the future. They supported our ramp to high volumes in the consumer space, where we have shipped more than 1 billion large scale VCSEL arrays. As we start to ramp high volumes of differentiated solutions into even more demanding applications in the coming years in the automotive, extended reality, and industrial spaces, I’m sure our partnership will continue to flourish.”

https://www.lumentum.com/en/media-room/news-releases/iqe-announces-multi-year-strategic-supply-agreement-lumentum

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Lumentum posts strong revenue of $395.4 million

Lumentum reported net revenue for its fiscal third quarter of 2022 of $395.4 million, with GAAP net income of $26.0 million, or $0.35 per diluted share. Net revenue for the fiscal second quarter of 2022 was $446.7 million, with GAAP net income of $56.7 million, or $0.75 per diluted share. Net revenue for the fiscal third quarter of 2021 was $419.5 million, with GAAP net income of $225.5 million, or $2.85 per diluted share. Non-GAAP net income for the fiscal third quarter of 2022 was $88.9 million, or $1.19 per diluted share. Non-GAAP net income for the fiscal second quarter of 2022 was $120.2 million, or $1.60 per diluted share. Non-GAAP net income for the fiscal third quarter of 2021 was $99.7 million, or $1.26 per diluted share.

"Our results were at the high end of our guidance on all metrics in the third quarter due to solid execution on a global basis," said Alan Lowe, President and CEO.  "Demand for our products continues to accelerate, and we now expect demand to outpace component supplies by more than $100 million in the fourth quarter.  Our fourth quarter revenue is expected to increase from the third quarter, primarily driven by Telecom product shipments."

Mr. Lowe added, "I am highly optimistic about our outlook and believe market inflections beneficial to Lumentum in our addressable markets will drive double-digit revenue growth in fiscal 2023 and beyond."

https://investor.lumentum.com/events-and-presentations/presentations/default.aspx

 

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Lumentum ships first multi-junction VCSEL arrays for LiDARs

Lumentum introduced its M Series multi-junction VCSEL arrays for next-generation automotive, industrial LiDAR, and 3D sensing applications..

Lumentum's automotive qualified, high-performance M Series features peak powers suited for short- and long-range advanced mobility and industrial LiDAR applications. In addition to higher available power densities, extensive accelerated life testing of the multi-junction M Series has shown the same high reliability as single junction VCSEL devices already in volume production. 

The first M Series product is a 905 nm 70 W multi-junction VCSEL array.

"The Lumentum M Series enable automotive and industrial customers to accelerate the development of next-generation LiDAR systems," said Alex Ju, Product Line Manager for 3D Sensing at Lumentum. "The M51-100, with its extremely small size, is a versatile solution applicable to a wide range of customer systems. We are excited to deliver industry-leading VCSEL technology with proven quality and volume manufacturing capability into the advanced mobility space and enable a greater range of industrial applications."

https://www.lumentum.com

Lumentum to acquire NeoPhotonics for $918M amidst strong demand

Thursday, November 04, 2021  Lumentum, Neophotonics  

Lumentum agreed to acquire NeoPhotonics for $16.00 per share in cash, representing a total equity value of approximately $918 million and a premium of approximately 39% to NeoPhotonics' closing stock price on November 3, 2021.The companies cited significant next-gen 400G+ opportunities as a leading driver for the merger.NeoPhotonics, which was founded in 1996 and is based in San Jose, is a leading supplier of tunable lasers and optoelectronic components,...

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Lumentum and Ayar Labs target external light sources for CPO

Lumentum and Ayar Labs announced a strategic collaboration agreement to deliver CW-WDM MSA compliant external laser sources in high volume. 

“Co-packaged optics to replace traditional copper interconnects is a massive new market opportunity broadly recognized by the industry and one that Lumentum is well-positioned to address with our proven laser technologies and manufacturing scale,” said Walter Jankovic, Senior Vice President and General Manager of Datacom at Lumentum. “Ayar Labs is a leader in the development and commercialization of this market opportunity, and we believe that working together, we can accelerate this technology transition for the benefit of all.”

“Since our founding, Ayar defined optical I/O as the disruptive transition from copper and electrons to fiber optics and photons for short-reach data communication,” said Charles Wuischpard, Chief Executive Officer at Ayar Labs. “Ayar Labs’ patented silicon photonics technology and new industry standards like the CW-WDM MSA are critical to this transition, as is the development of the manufacturing, supply chain and packaging ecosystem to cost-effectively deliver the solution at scale in the millions of units. Lumentum is one of the largest and most efficient laser manufacturers in the world, and will provide the proven capability to address the volume, quality, and reliability requirements of our optical I/O solution.”

Last year, Ayar Labs demonstrated its 64-wavelength WDM optical source running at temperatures up to 100 degrees Celsius. 

Ayar Labs also notes its strategic collaboration with Hewlett Packard Enterprise (HPE) for next-generation data center architectures and networking with optical I/O, along with related news from GlobalFoundries.

http://www.ayarlabs.com

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Lumentum cites strong demand and supply constraints

 Lumentum reported net revenue for its fiscal second quarter of 2022 of $446.7 million, with GAAP net income of $56.7 million, or $0.75 per diluted share. This compares with net revenue for the fiscal first quarter of 2022 was $448.4 million, with GAAP net income of $81.5 million, or $1.08 per diluted share. Net revenue for the fiscal second quarter of 2021 was $478.8 million, with GAAP net income of $83.2 million, or $1.06 per diluted share. Non-GAAP net income for the fiscal second quarter of 2022 was $120.2 million, or $1.60 per diluted share. 

The company said demand for its products is accelerating while supply hinders revenue in near term. All financial metrics exceeded Q2 guidance midpoint, despite $50 million of supply constraints.

"Second quarter demand was strong across all major product lines, and our results were above the midpoint of our guidance on all metrics," said Alan Lowe, President and CEO. "Industry-wide supply shortages have worsened with the recent surge in COVID-19 and are negatively impacting our third quarter revenue guidance by more than $65 million. These shortages come at a time when customer demand is accelerating for our differentiated communications products, which are essential to multi-year expansions in next-generation optical network capacity that are just beginning to be deployed. We continue to work to alleviate supply constraints, and expect fourth quarter revenue to be up from that of the third quarter and supply shortages to improve by the second half of this calendar year."

Some highlights from Lumentum:

• For its Telecom & Datacom division, revenue was up Q/Q with exceptional strength in nearly all of its telecom line
• High-speed, 400G+ coherent revenue nearly doubled Q/Q
• Pump laser revenue grew Q/Q again to a new all-time high
• EML revenue was up 45% Y/Y

https://investor.lumentum.com/events-and-presentations/events/default.aspx

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Lumentum and NeoPhotonics merger gains HSR clearance

Lumentum Holdings and NeoPhotonics announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 with respect to Lumentum's pending transaction with NeoPhotonics. 

The consummation of the transaction remains subject to other customary closing conditions set forth in the Merger Agreement, including approval of NeoPhotonics' stockholders and approval from the State Administration for Market Regulation (SAMR) of the People's Republic of China. The transaction is expected to close in the second half of calendar year 2022, as previously announced.

Lumentum to acquire NeoPhotonics for $918M amidst strong demand

Thursday, November 04, 2021  Lumentum, Neophotonics  

Lumentum agreed to acquire NeoPhotonics for $16.00 per share in cash, representing a total equity value of approximately $918 million and a premium of approximately 39% to NeoPhotonics' closing stock price on November 3, 2021.

The companies cited significant next-gen 400G+ opportunities as a leading driver for the merger.

NeoPhotonics, which was founded in 1996 and is based in San Jose, is a leading supplier of tunable lasers and optoelectronic components, including devices manufactured in its own Indium Phosphide fabs and combined with electronics using using Advanced Hybrid Photonic Integration techniques. The product portfolio includes coherent components and tunable lasers, coherent transceivers, wavelength management products, as well as fixed wavelength lasers and high speed driver ICs. The company has engineering and manufacturing facilities in Silicon Valley (USA), Japan and Shenzhen, China.

Lumentum said the acquisition strengthens its position in the more than $10 billion market for optical components used in cloud and telecom network infrastructure. 

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Lumentum introduces multi-junction VCSEL arrays

Lumentum introduced high-performance 1D and 2D addressable arrays for advanced automotive, consumer, and industrial LiDAR and 3D sensing applications.

VCSEL arrays have become the preferred laser illumination source for short-range 3D sensing applications such as biometric security and world-facing LiDAR in consumer mobile devices due to their proven reliability and ability to be manufactured at scale. 

Lumentum said its multi-junction VCSEL arrays can deliver significantly higher peak optical power densities and efficiencies  for longer-range applications by decreasing the electrical current needed and simplifying electrical driver and package design. Specifically, Lumentum's high-power multi-junction addressable VCSEL arrays emit at 905 nm and 940 nm and are built upon the manufacturing foundation developed over the past several years of high-volume VCSEL array shipments serving the consumer electronics market. The higher peak power, addressability, thermal stability, and narrow wavelength range of these sources open new potential for all-solid-state short-, medium- and long-range LiDAR systems.

"We're excited to build on our industry-leading multi-junction VCSEL technology with this breakthrough and bring addressable array illumination sources to longer-range depth-sensing applications like LiDAR," said Matt Everett, Product Line Director of 3D Sensing at Lumentum. "On-chip array addressability can eliminate the need for mechanical beam scanning, which opens a new world of possibilities for autonomous vehicles and emerging 3D sensing systems and will help accelerate LiDAR adoption across a wide range of customer applications."

Lumentum high-performance multi-junction addressable VCSEL array products are expected to be available starting in calendar Q4 of 2022. 

http://www.lumentum.com

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Lumentum to acquire NeoPhotonics for $918M amidst strong demand

Lumentum agreed to acquire NeoPhotonics for $16.00 per share in cash, representing a total equity value of approximately $918 million and a premium of approximately 39% to NeoPhotonics' closing stock price on November 3, 2021.

The companies cited significant next-gen 400G+ opportunities as a leading driver for the merger.

NeoPhotonics, which was founded in 1996 and is based in San Jose, is a leading supplier of tunable lasers and optoelectronic components, including devices manufactured in its own Indium Phosphide fabs and combined with electronics using using Advanced Hybrid Photonic Integration techniques. The product portfolio includes coherent components and tunable lasers, coherent transceivers, wavelength management products, as well as fixed wavelength lasers and high speed driver ICs. The company has engineering and manufacturing facilities in Silicon Valley (USA), Japan and Shenzhen, China.

Lumentum said the acquisition strengthens its position in the more than $10 billion market for optical components used in cloud and telecom network infrastructure. 

"With NeoPhotonics, we're making another important investment in better serving our customers and expanding our photonics capabilities at a time when photonics are at the forefront of favorable long-term market trends," said Alan Lowe, Lumentum President and CEO. "At the center of our strategy is a relentless focus on developing a differentiated portfolio with the most innovative products and technology in our industry so that we can help our customers compete and win in their respective markets. Adding NeoPhotonics' differentiated products and technology and innovative R&D team is consistent with this strategy and together, we will better meet the growing need for next generation optical networking solutions."

"Today's announcement is an exciting milestone for NeoPhotonics," said Tim Jenks, NeoPhotonics President, CEO, and Chairman. "The increasing global demand for our ultra-pure light tunable lasers and photonics technologies for speed over distance applications is more apparent than ever, and Lumentum is the ideal partner to serve our customers on a larger scale. Lumentum recognizes the importance of NeoPhotonics' differentiated photonic technology and products, which are well positioned for accelerated growth in the coming years. "

Lumentum intends to finance the transaction through cash from the combined company's balance sheet. Lumentum also noted that it will provide up to $50 million in term loans to NeoPhotonics to fund anticipated growth, which may require increased working capital and manufacturing capacity.

Separately, NeoPhotonics reported Q3 2021 revenue of $83.7 million, at the high end of guidance range, up 29% quarter-over-quarter and down 18% year-over-year. Gross margin was 28.4%, up from 15.2% in the prior quarter.

“With our very strong performance in the third quarter, we have returned to operating profit on a non-GAAP basis, as we forecasted one year ago. Operating income on a GAAP basis was a loss of $1.3 million, a substantial improvement over our second quarter. Our accelerated growth has been driven by products for 400G and above applications, including the initial ramp of 400ZR and related products, adding to our 400G and above suite,” said Tim Jenks, Chairman and CEO of NeoPhotonics.

Lumentum also reported net revenue of 2022 was $448.4 million for its fiscal first quarter ended October 2, 2021, with GAAP net income of $81.5 million, or $1.08 per diluted share. 

"Driven by strong demand, first quarter financial results were above our guidance ranges across all metrics," said Alan Lowe, President and CEO. "Our Industrial and Consumer product lines and our Commercial Lasers segment revenues were ahead of expectations which more than offset the impact of semiconductor shortages in our Telecom and Datacom product lines."

"Looking to the second quarter, demand continues to be strong, particularly in Telecom and Datacom as well as Commercial Lasers, where we expect revenue to grow sequentially. While we are increasing our supply of semiconductors, we expect the gap between demand and supply for our products in the second quarter will be larger than it was in the first quarter, and we have incorporated this in our guidance," added Mr. Lowe.

https://www.lumentum.com/en/media-room/news-releases/lumentum-acquire-neophotonics-accelerate-optical-network-speed-and

http://www.neophotonics.com

NeoPhotonics adds tunable, high power FMCW laser

Thursday, September 16, 2021  Neophotonics  

NeoPhotonics announced a new, tunable high power FMCW (frequency-modulated continuous-wave) laser module and high power semiconductor optical amplifier (SOA) chips. Both components are optimized to enable long range automotive lidar and high resolution industrial sensing applications. The FMCW Laser is C-band tunable and can be directly modulated to provide >21dBm (126mW) fiber coupled power and a narrow linewidth FMCW optical signal. The...

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NeoPhotonics debuts CFP2-DCO module for 400G ROADMs

Wednesday, September 08, 2021  Neophotonics  

NeoPhotonics announced a new, high output power version of its 400G Multi-Rate CFP2-DCO coherent pluggable transceiver with 0 dBm output power and designed to operate in metro, regional and long haul ROADM based optical networks.NeoPhotonics said its new, high output power module is based on its vertically integrated Indium Phosphide technology platform, including its ultra-pure Nano tunable laser and Class 40 Coherent Driver Modulator (CDM) and...

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Lumentum intros 400G CFP2-DCO coherent modules, PAM4 DMLs with 2 km reach for 400G+ 

Thursday, June 03, 2021  #OFC21, Lumentum  

At next week's virtual Optical Fiber Communication Conference (OFC) Lumentum will introduce new 400G CFP2-DCO coherent modules, enhanced PAM4 DMLs with 2 km reach for 400G+ applications, and expanded WSS capabilities.The new high-performance 400G CFP2-DCO coherent transmission modules build on the company's existing its 200G CFP2-DCO coherent pluggable transceiver modules, enabling next-generation data center interconnects (DCI) and metro/regional...

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NeoPhotonics ships QSFP-DD and OSFP 400ZR coherent modules

Thursday, June 10, 2021  400ZR, Neophotonics, QSFP-DD  

NeoPhotonics announced the general availability of its QSFP-DD and OSFP 400ZR pluggable modules.These products utilize NeoPhotonics Silicon Photonics Coherent Optical Subassembly (COSA) and low power consumption, ultra-narrow linewidth Nano-ITLA tunable laser, combined with the latest generation of 7 nm node DSP, to provide full 400ZR transmission in a standard data center QSFP-DD or OSFP form factor that can be plugged directly into switches and...

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NeoPhotonics: Pluggable 400G over 1500 km in a 75 GHz-spaced system

Monday, June 07, 2021  Neophotonics  

NeoPhotonics demonstrated its Multi-Rate CFP2-DCO coherent pluggable transceivers transmitting at a 400 Gbps data rate over a distance of 1500 km in a 75 GHz-spaced DWDM network. This 1500 km transmission demonstration was carried out on NeoPhotonics Transmission System Testbed using production modules with enhanced firmware and utilized 75 GHz spaced channels taking the adjacent channel crosstalk-induced penalty into account.  The transmission...

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NeoPhotonics ships first coherent components for 800G and up

Thursday, May 13, 2021  800G, Neophotonics  

NeoPhotonics announced the first pilot shipments of Class 60 versions of its Coherent Driver-Modulator (CDM) and Intradyne Coherent Receiver (Micro-ICR) designed for the next generation of 96 GBaud and above systems supporting 800G rates.NeoPhotonics said higher symbol rates increase data capacity while maintaining superior optical signal-to-noise ratio (OSNR) and reach performance, thereby enabling the highest speed-over-distance use. These new...

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NeoPhotonics: cumulative shipments of 2M lasers for coherent links

Tuesday, May 11, 2021  Neophotonics  

NeoPhotonics reported a significant company and industry milestone: shipment of a cumulative total of more than two million of its ultra-narrow linewidth tunable lasers since initiating shipments in 2011.NeoPhotonics began shipping narrow linewidth tunable lasers in 2011 in the Optical Internetworking Forum (OIF) standard ITLA form factor, which was approximately 3 inches long and approximately one inch wide. NeoPhotonics introduced its Micro-ITLA...

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Lumentum completes acquisition of Oclaro

Monday, December 10, 2018  Lumentum  

As expected, Lumentum closed its acquisition of Oclaro and trading in Oclaro common stock on the NASDAQ Stock Market has ceased. Under the terms of the merger agreement, Oclaro stockholders will receive $5.60 in cash and 0.0636 of a share of Lumentum common stock for each share of Oclaro common stock that is exchanged in accordance with the terms of the merger agreement. Lumentum financed the cash portion of the transaction consideration with cash...

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Lumentum Showcases 100G Single Lambda PAM4 EML, 400G

Wednesday, March 14, 2018  Lumentum  

At this week's OFC 2018 in San Diego, Lumentum is conducting 100G single lambda and 400G FR4 demonstrations, as well as showcasing its catalog of optical modules and transceivers. Live 100G Single Lambda Demonstration: Lumentum's 100G single lambda Multi-Source Agreement (MSA) compliant QSFP28 transceiver features PAM4 higher order modulation technology to transmit 100G over a single wavelength, as well as an IEEE compliant CAUI-4 electrical interface....

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Lumentum offers 10W illuminator based on VCSEL array

Lumentum announced a 10 W flood illuminator module that incorporates a high-performance three-junction vertical-cavity surface-emitting laser (VCSEL) array for consumer and industrial 3D sensing applications.

VCSEL illuminators are increasingly being used in a variety of high-performance 3D sensing applications ranging from biometric security in mobile phones to emerging industrial and consumer AIoT (artificial intelligence of things). AIoT, the convergence of artificial intelligence and the internet of things, benefits from 3D sensing since it is dependent on capturing vast amounts of high-quality data to enable efficient artificial intelligence processing. 

Lumentum's new 10 W flood illuminator leverages the company's decades of experience in providing high performance and field-proven VCSELs to the market in high-volumes, including shipping more than one billion VCSEL arrays into 3D sensing applications. The flood illuminator is available in a compact standard surface-mount package with a built-in eye safety function. It integrates a three-junction VCSEL array, an optical diffuser, a ceramic substrate, and a photodiode, which enables closed loop control.

www.lumentum.com

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II‐VI and Lumentum form SmartTuning Optics MSA

II‐VI and Lumentum are founding members of a new SmartTuning Multi-Source Agreement (MSA) that aims to standardize an interoperable self-tuning feature for full-band tunable dense wavelength division multiplexing (DWDM) pluggable optical transceivers. 

The companies say that incorporating a plug-and-play, self-tunable feature adds an extra layer of automation which further simplifies network installation and operation practices. Self-tunable DWDM pluggables eliminate the need for labeling or tracking fibers, reducing the overall operational cost for service providers. Additionally, the self-tuning functionality does not require new integration–within systems, the function can be enabled or disabled. 

"With the SmartTuning MSA, 5G mobile service providers will be able to better optimize their network architectures with easy-to-integrate, cost-effective, and automated optical networking solutions," said Justin Abbott, Lumentum Director of Product Line Management, Telecom Transmission. "This development should also accelerate the expansion of 5G network infrastructure by enabling more network automation, which results in less technician time in the field and lower ongoing network operating costs."

"The algorithms developed by the SmartTunable MSA will improve OpEx and CapEx for our end users by simplifying the deployment of their systems, reducing technician time in the field, and eliminating the need for tuning equipment,” said Dr. Lee Xu, Sr. Vice President, Transceivers Business Unit. “Our customers will greatly appreciate the efficiency and streamlined operations achieved through this standardization effort, as they ramp-up DWDM system deployments to support high speed wireline and 5G wireless broadband services.”

http://www.smarttunable-msa.org/

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Lumentum intros 400G CFP2-DCO coherent modules, PAM4 DMLs with 2 km reach for 400G+

At next week's virtual Optical Fiber Communication Conference (OFC) Lumentum will introduce new 400G CFP2-DCO coherent modules, enhanced PAM4 DMLs with 2 km reach for 400G+ applications, and expanded WSS capabilities.

The new high-performance 400G CFP2-DCO coherent transmission modules build on the company's existing its 200G CFP2-DCO coherent pluggable transceiver modules, enabling next-generation data center interconnects (DCI) and metro/regional to long-haul coherent networks at bit rates of 100G, 200G, 300G, and 400G. The new flex-coherent module supports all major industry initiatives including OpenROADM, OpenZR+, and OIF 400G ZR. It also adds numerous innovative proprietary modes when best performance is needed and cross-vendor interoperability is not. In addition, it supports L1 encryption, Link Layer Discovery Protocol, and Overhead IO channel. Currently, the 400G CFP2-DCO is shipping as beta samples with production release planned for the third quarter of 2021. To sample the 400G CFP2-DCO, contact a Lumentum representative at customer.service@lumentum.com.

High-Speed 100G PAM4 DML for up to 2 km Data Center Reach 400G+ Applications - Lumentum has enhanced its latest 100G PAM4 (53 Gbaud) directly-modulated laser (DML) to expand the usage from 500m for 100G DR and 400G DR4 and 100m for 800G PSM8 DR4, to also transmit up to 2 km for 100G FR and 400G FR4 CWDM transceiver module applications. These DMLs satisfy the needs of customers seeking lower cost and lower power consumption solutions by providing a smaller footprint with fewer components needed to operate in high-speed transceiver applications. To request beta samples of the new 100G PAM4 DML for 2 km applications, contact a Lumentum representative at customer.service@lumentum.com.

Expanded Capability for its TrueFlex wavelength selective switches (WSS) to now support all spectral bands, including C-band, L-band, and extended C-band for next-generation colorless, directionless, and contentionless (CDC) and colorless, directionless (CD) ROADM architectures. Additionally, Lumentum has reinforced their exceptional manufacturing scale with production, agility, and flexibility to rapidly respond to changes in requested build configurations and spectral bands across any of its high-performance WSS products. Lumentum's best-in-class lead on WSS delivery continues to be a critical enabler for network operators worldwide as they resume buildouts of massively-scalable and flexible high-capacity optical networks.

https://www.lumentum.com/en/media-room/news-releases/lumentum-highlight-and-present-latest-innovations-ofc-2021-virtual-event

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