News Focus
News Focus
icon url

tedpeele

01/09/24 11:21 PM

#174882 RE: KCCO7913 #174835

Shouldn't a report like this have something on Lightwave if they are as well-positioned as is hoped for here?:

https://www.lightcounting.com/report/december-2023-aocs-dacs-linear-drive-pluggable-and-co-packaged-optics-209
icon url

tedpeele

01/09/24 11:38 PM

#174884 RE: KCCO7913 #174835

Found this:

LightCounting expects to see the first deployments of linear drive pluggable transceivers in the end of 2024. However, the deployments will be limited in scale until standards are developed and multiple vendors start offering standard products. Large customers, such as the leading Cloud companies, cannot afford a risk of deploying non-standard products, not supported by a vibrant supply chain.

This challenge is not unique for linear drive optics. All new technologies will benefit from an acceleration in developing new standards. One day an AI system may take a lead on this process, but until then, it is up to all of us.

https://www.lightcounting.com/newsletter/en/april-2023-emerging-market-for-linear-drive-optics-280

IF they start out offering to smaller customers, will there be a market for it, and can it morph into standards that appeal to the larger customers?

..