presentation slide 29 indicates that the AOC commercialization will now be in 2018, and it indicates the initial focus will be in the 10G/40G solutions within the short reach (<100m)
my concern is that 10G/40G in 2018 will not be enough, not sure why they are not targeting the scale up to 200G/400G, I wonder if there are technical limitations, I seem to remember from a past conference call (sorry can't remember if it was the ASM or not) in the Q&A a question was asked about this and it seemed to me the response may have hinted as such
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