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Introduction

This research note is part of a series of reports summarizing our observations from OFC 2017.

Highlights

  • Ciena has announced it will supply WaveLogic Ai coherent technology merchant-market style to Lumentum, NeoPhotonics, and Oclaro. The partners will in turn add their own electro-optics components to build and sell coherent modules.
  • At OFC 2017, Finisar introduced a 200G QSFP56 LR4 transceiver. Finisar believes that a 200G solution will have a role to play prior to scale commercialization of 400G, and the payout for Finisar's 200G bet will rise with every delay in the emergence of the 400G market.
  • Elenion has emerged from stealth mode with an IMRA today and OIDs to come.

Features and Benefits

  • Discusses the hot topics at OFC 2017.
  • Assesses which companies have captured the industry's attention with innovation.

Key questions answered

  • Will another merchant market supplier enter the coherent DSP market?
  • How will the data center market progress?

Table of contents

Ovum view

  • Summary
  • Ciena goes merchant and catches the industry off guard
  • Finisar will lead the 200G charge into the data center
  • Elenion emerges with an IMRA today and OIDs to come

Appendix

  • Further reading
  • Authors

Recommended Articles

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