OpenLight's CEO on its silicon photonics strategy
Adam Carter, recently appointed the CEO of OpenLight, discusses the company’s strategy and the market opportunities for silicon photonics.
Adam Carter’s path to becoming OpenLight’s first CEO is a circuitous one.
OpenLight, a start-up, offers the marketplace an open silicon photonics platform with integrated lasers and gain blocks.
Having worked at Cisco and Oclaro, which was acquired by Lumentum in 2018, Carter decided to take six months off. Covid then hit, prolonging his time out.
Carter returned as a consultant working with firms, including a venture capitalist (VC). The VC alerted him about OpenLight’s search for a CEO.
Carter’s interest in OpenLight was immediate. He already knew the technology and OpenLight’s engineering team and recognised the platform’s market potential.
“If it works in the way I think it can work, it [the platform] could be very interesting for many companies who don’t have access to the [silicon photonics] technology,” says Carter.
Offerings and strategy
OpenLight’s silicon photonics technology originated at Aurrion, a fabless silicon photonics start-up from the University of California, Santa Barbara.
Aurrion’s heterogeneous integration silicon photonics technology included III-V materials, enabling lasers to be part of the photonic integrated circuit (PIC).
Juniper Networks bought Aurrion in 2016 and, in 2022, spun out the unit that became OpenLight, with Synopsys joining Juniper in backing the start-up.
OpenLight offers companies two services.
The first is design services for firms with no silicon photonics design expertise. OpenLight will develop a silicon photonics chip to meet the company’s specifications and take the design to production.
“If you don’t have a silicon photonics design team, we will do reference architectures for you,” says Carter.
The design is passed to Tower Semiconductor, a silicon photonics foundry that OpenLight, and before that, Juniper, worked with. Chip prototype runs are wafer-level tested and passed to the customer.
OpenLight gives the company the Graphic Data Stream (GDS) file, which defines the mask set the company orders from Tower for the PIC’s production.
OpenLight also serves companies with in-house silicon photonics expertise that until now have not had access to a silicon photonics process with active components: lasers, semiconductor optical amplifiers (SOAs), and modulators.
The components are part of the process design kit (PDK), the set of files that models a foundry’s fabrication process. A company can choose a PDK that best suits its silicon photonics design for the foundry to then make the device.
OpenLight offers two PDKs via Tower Semiconductor: a Synopsys PDK and one from Luceda Photonics.
OpenLight does not make components, but offers reference designs. OpenLight gets a small royalty with every wafer shipped when a company’s design goes to production.
“They [Tower] handle the purchasing orders, the shipments, and if required, they’ll send it to the test house to produce known good die on each wafer,” says Carter
OpenLight plans to expand the foundries it works with. “You have to give customers the maximum choice,” says Carter.
Design focus
OpenLight’s design team continues to add components to its library.
At the OFC show in March, held in San Diego, OpenLight announced a 224-gigabit indium phosphide optical modulator to enable 200-gigabit optical lanes. OpenLight also demoed an eight-by-100-gigabit transmitter alongside Synopsys’s 112-gigabit serialiser-deserialiser (serdes).
OpenLight also offers a ‘PDK sampler’ for firms to gain confidence in its process and designs.
The sampler comes with two PICs. One PIC has every component offered in OpenLight’s PDK so a customer can probe and compare test results with the simulation models of Tower’s PDKs.
”You can get confidence that the process and the design are stable,” says Carter.
The second PIC is the eight by 100 gigabit DR8 design demoed at OFC.
The company is also working on different laser structures to improve the picojoule-per-bit performance of its existing design.
“Three picojoules per bit will be the benchmark, and it will go lower as we understand more about reducing these numbers through design and process,” says Carter.
The company wants to offer the most updated components via its PDK, says Carter.
OpenLight’s small design team can’t do everything at once, he says: “And if I have to license other people’s designs into my PDK, I will, to make sure my customer has a maximum choice.”
Market opportunities
OpenLight’s primary market focus is communications, an established and significant market that will continue to grow in the coming years.
To that can be added artificial intelligence (AI) and machine learning, memory, and high-speed computing, says Carter.
“If you listen to companies like Google, Meta, and Amazon, what they’re saying is that most of their investment in hardware is going into what is needed to support AI and machine learning,” says Carter. “There is a race going on right now.”
When AI and machine learning take off, the volumes of optical connections will grow considerably since the interfaces will not just be for networking but also computing, storage, and memory.
“The industry is not quite ready yet to do that ramp at the bandwidths and the densities needed,” he says, but this will be needed in three to four years.
Large contract manufacturers also see volumes coming and are looking at how to offer optical subassembly, he says.
Another market opportunity is telecoms and, in particular coherent optics for metro networks. However, unit volumes will be critical. “Because I am in a foundry, at scale, I have to fill it with wafers,” says Carter.
Simpler coherent designs – ‘coherent lite’ – connecting data centre buildings could be helpful. There is much interest in short-reach connections, for 10km distances, at 1.6 terabit or higher capacity where coherent could be important and deliver large volumes, he says.
Emerging markets for OpenLight’s platform include lidar, where OpenLight is seeing interest, high-performance computing, and healthcare.
“Lidar is different as it is not standardised,” he says. It is a lucrative market, given how the industry has been funded.
OpenLight wants to offer lidar companies early access to components that they need. Many of these companies have silicon photonics design teams but may not have the actives needed for next-generation products, he says.
“I have a thesis that says everywhere a long-wavelength single-mode laser goes is potential for a PIC,” says Carter
Healthcare opportunities include a monitoring PIC placed on a person’s wrist. Carter also cites machine vision, and cell phone makers who want improved camera depth perception in handsets.
Carter is excited by these emerging silicon photonics markets that promise new incremental revenue streams. But timing will be key.
“We have to get into the right market at the right time with the right product,” says Carter. “If we can do that, then there are opportunities to grow and not rely on one market segment.”
As CEO, how does he view success at OpenLight?
“The employees here, some of whom have been here since the start of Aurrion, have never experienced commercial success,” says Carter. “If that happens, and I think it will because that is why I joined, that would be something I could be proud of.”
II-VI expands its 400G and 800G transceiver portfolio
II-VI has showcased its latest high-speed optics. The need for such client-side modules is being driven by the emergence of next-generation Ethernet switches in the data centre.
The demonstrations, part of the OFC virtual conference and exhibition held last month, featured two 800-gigabit and two 400-gigabit optical transceivers.
“We have seen the mushrooming of a lot of datacom transceiver companies, primarily from China, and some have grown pretty big,” says Sanjai Parthasarathi, chief marketing officer at II-VI.
But a key enabler for next-generation modules is the laser. “Very few companies have these leading laser platforms – whether indium phosphide or gallium arsenide, we have all of that,” says Parthasarathi.
During OFC, II-VI also announced the sampling of a 100-gigabit directly modulated laser (DML) and detailed an optical channel monitoring platform.
“We have combined the optical channel monitoring – the channel presence monitoring, the channel performance monitoring – and the OTDR into a single integrated subsystem, essentially a disaggregated monitoring system,” says Parthasarathi.
An optical time-domain reflectometer (OTDR) is used to characterise fibre.
High-speed client-side transceivers
II-VI demonstrated two 800-gigabit datacom products.
One is an OSFP form factor implementing 800-gigabit DR8 (800G-DR8) and the other is a QSFP-DD800 module with dual 400-gigabit FR4s (2x400G-FR4). The DR8 uses eight fibres in each direction, each carrying a 100-gigabit signal. The QSFP-DD800 supports two FR4s, each carrying four, 100-gigabit wavelengths over single-mode fibre.
“These are standard IEEE-compliant reaches: 500m for the DR8 and 2km for the dual FR4 talking to individual FR4s,” says Vipul Bhatt, senior strategic marketing director, datacom at II-VI.
The 800G-DR8 module can be used as an 800-gigabit link or, when broken out, as two 400-gigabit DR4s or eight individual 100-gigabit DR optics.
II-VI chose to implement these two 800-gigabit interfaces based on the large-scale data centre players’ requirements. The latest switches use 25.6-terabit Ethernet chips that have 100-gigabit electrical interfaces while next-generation 51.2-terabit ICs are not far off. “Our optics is just keeping in phase with that rollout,” says Bhatt.
During OFC, II-VI also showcased two 400-gigabit QSFP112 modules: a 400-gigabit FR4 (400G-FR4) and a multi-mode 400-gigabit SR4 (400G-SR4).
The SR4 consumes less power, is more cost-effective but has a shorter reach. “Not all large volume deployments of data centres are necessarily in huge campuses,” says Bhatt.
II-VI demonstrated its 800-gigabit dual FR4 module talking to two of its QSFP112 400-gigabit FR4s.
Bhatt says the IEEE 802.3db standard has two 400G-SR4 variants, one with a 50m reach and the second, a 100m reach. “We chose to demonstrate 100m because it is inclusive of the 50m capability,” says Bhatt.
II-VI stresses its breadth in supporting multi-mode, short-reach single-mode and medium-reach single-mode technologies.
The company says it was the electrical interface rather than the optics that was more challenging in developing its latest 400- and 800-gigabit modules.
The company has 100-gigabit multi-mode VCSELs, single-mode lasers, and optical assembly and packaging. “It was the maturity of the electrical interface [that was the challenge], for which we depend on other sources,” says Bhatt.
100-gigabit PAM-4 DML
II-VI revealed it is sampling a 100-gigabit PAM-4 directly modulated laser (DML).
Traditionally, client-side modules for the data centre come to market using a higher performance indium phosphide externally-modulated laser (EML). The EML may even undergo a design iteration before a same-speed indium phosphide DML emerges. The DML has simpler drive and control circuitry, is cheaper and has a lower power consumption.
“But as we go to higher speeds, I suspect we are going to see both [laser types] coexist, depending on the customer’s choice of worst-case dispersion and power tolerance,” says Bhatt. It is too early to say how the DML will rank with the various worst-case test specifications.
Parthasarathi adds that II-VI is developing 100-gigabit and 200-gigabit-per-lane laser designs. Indeed, the company had an OFC post-deadline paper detailing work on a 200-gigabit PAM-4 DML.
Optical monitoring system
Optical channel monitoring is commonly embedded in systems while coherent transceivers also provide performance metrics on the status of the optical network. So why has II-VI developed a standalone optical monitoring platform?
What optical channel monitors and coherent modules don’t reveal is when a connector is going bad or fibre is getting bent, says Parthasarathi: “The health and the integrity of the fibre plant, there are so many things that affect a transmission.”
Operators may have monitoring infrastructure in place but not necessarily the monitoring of the signal integrity or the physical infrastructure. “If you have an existing network, this is a very easy way to add a monitoring capability,” says Parthasarathi.
“As we can control all the parts – the optical channel monitoring and the OTDR – we can configure it [the platform] to meet the application,” adds Sara Gabba, manager, analysis, intelligence & strategic marcom at II-VI. “Coherent indeed provides a lot of information, but this kind of unit is also suitable for access network applications.”
The optical monitoring system features an optical switch so it can cycle and monitor up to 48 ports.
With operators adopting disaggregated designs, each element in the optical network is required to have more intelligence and more autonomy.
“If you can provide this kind of intelligent monitoring and provide information about a specific link, you create the possibility to be more flexible,” says Gabba.
Using the monitoring platform, intelligence can be more widely distributed in the optical network complementing systems operators may have already deployed, she adds.
