How to shepherd a company’s technologies for growth

CTO interviews part 3: Dr Julie Eng

• Eng is four months into her new role as CTO of Coherent.
• Previously, she headed Finisar’s transceiver business and then the 3D sensing business, first at Finisar and then at II-VI. II-VI changed its name to Coherent in September 2022
• “CTO is one of these roles that has no universal definition,” says Eng

Dr Julie Eng

Julie Eng loved her previous role.

She had been heading II-VI’s (now Coherent’s) 3D sensing unit after being VP of engineering at Finisar’s transceiver business. II-VI bought Finisar in 2019.

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Lumentum jolts the industry with Oclaro acquisition

Lumentum announced on Monday its plan to acquire Oclaro in a deal worth $1.8 billion.

The prospect of consolidation among optical component players has long been mooted yet the announcement provided the first big news jolt at the OFC show, being held in San Diego this week. 

Alan Lowe“Combined, we will be an industry leader in telecom transmission and transport as well as 3D sensing,” said Alan Lowe, president and CEO of Lumentum, on an analyst call discussing the deal.

Lumentum says their joint revenues totalled $1.7 billion with a 39% gross margin over the last year. And $60 million in synergies are forecast in the second year after the deal closes, which is expected to happen later this year. 

The $1.8 billion acquisition will comprise 56 percent cash and 44 percent Lumentum stock. Lumentum will also raise $550 million to help finance the deal.

“This is a big deal as it consolidates the telecom part of the component market,” says Daryl Inniss, business development manager at OFS Fitel and former market research analyst.

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Oclaro’s 400-gigabit plans

Adam Carter, Oclaro’s chief commercial officer, discusses the company’s 400-gigabit and higher-speed coherent optical transmission plans and the 400-gigabit client-side pluggable opportunity.    

Oclaro showcased its first coherent module that uses Ciena’s WaveLogic Ai digital signal processor at the ECOC show held recently in Gothenburg.

Adam CarterOclaro is one of three optical module makers, the others being Lumentum and NeoPhotonics, that signed an agreement with Ciena earlier this year to use the system vendor’s DSP technology and know-how to bring coherent modules to market. The first product resulting from the collaboration is a 5x7-inch board-mounted module that supports 400-gigabits on a single-wavelength.   

The first WaveLogic Ai-based modules are already being tested at several of Oclaro’s customers’ labs. “They [the module samples] are very preliminary,” says Adam Carter, the chief commercial officer at Oclaro. “The really important timeframe is when we get towards the new year because then we will have beta samples.”

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DIMENSION tackles silicon photonics’ laser shortfall

Ambitious European project seeks to combine lasers, electronics and photonics, all on one chip

Several companies and research institutes, part of a European project, are developing a silicon photonics process that combines on-chip electronics and lasers. Dubbed Dimension (Directly Modulated Lasers on Silicon), the silicon photonics project is part of the European Commission’s Horizon 2020 research and innovation programme.

 The Dimension process showing the passive photonics, dielectric material, BiCMOS circuitry, and the on-chip lasers and modulators. The indium phosphide material is shown in red. Source: Dimension.

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Heterogeneous integration comes of age

Silicon photonics luminaries series

Interview 7: Professor John Bowers

August has been a notable month for John Bowers.

Juniper Networks announced its intention to acquire Aurrion, the US silicon photonics start-up that Bowers co-founded with Alexander Fang. And Intel, a company Bowers worked with on a hybrid integration laser-bonding technique, unveiled its first 100-gigabit silicon photonics transceivers.

Professor John BowersBower, a professor in the Department of Electrical and Computer Engineering at the University of California, Santa Barbara (UCSB), first started working in photonics in 1981 while at AT&T Bell Labs.

When he became interested in silicon photonics, it still lacked a good modulator and laser. "If you don't have a laser and a modulator, or a directly modulated laser, it is not a very interesting chip,” says Bowers. "So I started thinking how to do that."

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The ecosystem for silicon photonics starts to take shape

Silicon photonics luminaries series

Interview 6: imec - Philippe Absil and Joris Van Campenhout

Imec has a unique vantage point when it comes to the status and direction of silicon photonics.  

The Belgium nano-electronics research centre gets to see prototype designs nearing commercialisation due to its silicon photonics integration platform and foundry service. “We allow companies to build prototypes using a robust silicon photonics technology,” says Philippe Absil, department director for 3D and optical technologies at imec.

Philippe Absil

Imec also works intimately with several partners on longer-term research, one being Huawei. This optical I/O R&D activity is part of imec’s CORE CMOS scaling R&D programme which as well as Huawei includes GlobalFoundries, Intel, Micron, Qualcomm, Samsung, SK Hynix, Sony and TSMC. The research is sufficiently far ahead to be deemed pre-competitive such that all the firms collaborate. 

For silicon photonics, the optical I/O research includes optical integration schemes, new device concepts and new materials. “The aim is to bring silicon photonics technology to the next level in order to resolve today’s challenges,” says Absil.  

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Enabling coherent optics down to 2km short-reach links

Silicon photonics luminaries series

Interview 5: Chris Doerr

Chris Doerr admits he was a relative latecomer to silicon photonics. But after making his first silicon photonics chip, he was hooked. Nearly a decade later and Doerr is associate vice president of integrated photonics at Acacia Communications. The company uses silicon photonics for its long-distance optical coherent transceivers.

Chris Doerr in the lab

Acacia Communications made headlines in May after completing an initial public offering (IPO), raising approximately $105 million for the company. Technology company IPOs have become a rarity and are not always successful. On its first day of trading, Acacia’s shares opened at $29 per share and closed just under $31.

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