Welcome to "Bit Parts," a regular roundup of the technology, R&D, financial, and jobs news from the communications components sector.
Here are the latest headlines that caught our eye:
FPGA and SoC specialist Altera Corp. (Nasdaq: ALTR) reported higher-than-expected first-quarter revenues of $461.1 million, up 12% from a year ago. "The quarter exceeded our expectations as stronger than anticipated Chinese LTE deployments drove wireless sales," said John Daane, president, CEO and chairman (yes, three jobs in one!), in the company's earnings release. The company's share price rose more than 4% to $35.50 in after-hours trading late Thursday. Read more about Altera in our recent look at the company's recent developments, The M&A Way to Achieve 400G Goals.
Comms chip giant Broadcom Corp. (Nasdaq: BRCM) also posted better than anticipated financials late Thursday, reporting revenues of $1.98 billion, though that was slightly down from a year ago. But despite the good results, the firm's stock dipped by about 2% in after-hours trading to $30.50 due to concerns about fierce competition in the 4G chip sector, as this Reuters article notes.
Continuing the trend, Freescale Semiconductor Inc. also reported first-quarter results that exceeded expectations, announcing revenues of $1.13 billion that were boosted by network rollouts in China. The company noted that sales for its Digital networking division were up by about 23% year-on-year at $249 million, with the growth "broad based across service provider, enterprise and general embedded segments. Sequentially, the networking business benefited from higher sales of service provider equipment, including wireless base stations in China." That wasn't enough to stop its stock dipping by 1.5% in after-hours trading to $25.50, though that did follow a 4.4% rise during Thursday.
ATCA management software could accelerate complex systems integration by up to 40%, according to Artesyn Embedded Technologies. With its System Services Framework (SSF) management suite for Artesyn ATCA systems, customers can configure and monitor the hardware and software elements of a single ATCA shelf or multiple shelves. A GUI delivers a view of system configuration, events and alarms, and a way to configure switches or payload blades and system access.
Chinese FTTH component vendor APAT Optoelectronics Components Co. is to take over Avago Technologies Pte. 's Taiwan R&D Center, including the staff and facilities. The R&D Center has expertise in 10Gbit/s and 40Gbit/s laser and transceiver design. As part of the deal, Avago is to supply chips that APAT will integrate into its transceivers. APAT has also forged a strategic partnership with chip vendor Semtech Corp. (Nasdaq: SMTC), which will supply ICs for all of the Chinese vendor's products. Avago is in the process of buying LSI Corp. (NYSE: LSI) for $6.6 billion as a way to get into the storage chips sector and reduce its reliance on the wireless market. (See Avago to Buy LSI for $6.6B.)
Next-gen electro-optic device developer Lightwave Logic Inc. has picked up an exclusive worldwide license agreement to Corning's organic electro-optical materials. Lightwave will integrate Corning's organic chromophores into its portfolio of electro-optic polymers for use in communications, computing, power and power storage apps that need nonlinear optical properties. The Corning agreement adds to the growing number of combinations of electro-optical materials specifically targeting data centers and telecom networks.
Communications and military use of high-energy lasers (HEL) are hamstrung by legacy laser systems size, weight, power needs and atmospheric turbulence. To tackle that issue, DARPA's Excalibur program has developed a 21-element optical phased array (OPA), each array element driven by fiber laser amplifiers that can hit a target more than four miles away. Continued development and testing may lead to multi-100 kilowatt-class HELs in a package 10 times lighter and more compact than legacy high-power laser systems.
The market for packet-optical switch infrastructure is growing rapidly, propelled by the continued rapid uptake of 100G in long-haul networks. That's the main finding in the latest edition of Heavy Reading 's Next-Gen Core Packet-Optical Market Tracker. To find out more, see Core 100G Fuels Packet-Optical Switching Growth.)
Still with Heavy Reading, "The Rise of 100G & Terabit Transport Networks" is a recent Heavy Reading report that "tackles the challenges and opportunities of high-speed DWDM transport, in both long-haul and metro networks, looking at both 100G and B100G [Beyond 100G]." The report presents comprehensive forecasts for long-haul and metro DWDM transport, with breakouts for units shipped, capacity shipped, revenue contribution by port speed and more. In addition, the report analyzes key enabling technologies for B100G and provides a roundup of significant B100G trial activity over the past year. (See Going Beyond 100G? Not So Fast….)
According to a recent Frost & Sullivan report, "Analysis of the Global Fiber Optic Test Equipment Market," 2013 revenues for this market reached $603.8 million, and is set to increase to $884.9 million by 2020 thanks to significant mobile rollouts that will include fiber-to-the-antenna (FTTA), fiber-to-the-tower (FTTT), distributed antenna systems (DAS), and cloud or centralized-radio access networks (CRAN).
nasimson, User Rank: Light Sabre 4/28/2014 | 11:26:55 PM
given the political and economic history Chinese equipment manufacturers buying Taiwanese R&D centers! Given the political and economic history of the two countries, this is nothing short of magnificent. I am impressed to see that Chinese companies are climbing that curve.
kq4ym, User Rank: Light Sabre 4/27/2014 | 8:42:02 AM
Cashing In On Lasers With a suspicion that high tech military hardware often leads the pack in producing profits (once the package is sold to the government of course) the high energy laser projects seems like a likely money maker. The developent of lower weight hardware systems, with a longer range will surely be a win-win for someone. Of course, these deals are often highly speculative and depend more than one would like on factors unknown.
Technology industry veteran Martin Lund joins Metaswitch Networks this week as the company's new CEO. In this interview, Lund discusses his new role and the industry's progress with Light Reading CEO Steve Saunders. Lund believes that the industry disruption caused by SDN and NFV is creating opportunities for companies like Metaswitch – network software providers ...
Nominum CEO Gary Messiana talks about the challenges service providers face in competing for a much more sophisticated customer, a customer that has heightened expectations for more personalized and compelling digital experiences. Providers are focusing their efforts on delivering higher value subscriber services, retaining their existing customers and increasing ...
Equinix CTO Ihab Tarazi talks to Light Reading founder and CEO Steve Saunders about the dramatic changes in the data center, cloud and interconnect markets and discusses the impact of SDN and NFV in the coming years.
Andrew Coward discusses what the New IP means to end users or enterprise customers. He explains compelling reasons, including how every customer can get their own network, from the transformation to the New IP.
Mukund Srigopal provides an explanation of what network visibility is and how it is essential as service providers transition to the New IP. In addition, the importance of the network packet broker is discussed.
Ali Kafel from Stratus Technologies addresses high-availability concerns within the telco industry with a solution that enables telcos to provide high-availability and stateful fault-tolerance using a software-based approach.
Intel's Bev Crair and IBM's Eric Herzog discuss how IBM's V9000 Flash Storage System has helped customers around the world. Featuring real-time compression powered by Intel QuickAssist Technology, the V9000 is a next-gen flash storage solution.
Saran Phaloprakarn, Senior VP of Fixed Broadband Business Management of Thailand's AIS, was a keynote speaker at the first Asia-Pacific Ultra Broadband Summit in Bangkok. In this video, he talks to Heavy Reading about transforming into an FMC (FBB+MBB+Content) operator.
Technology industry veteran Martin Lund joins Metaswitch Networks this week as the company's new CEO. In this interview, Lund discusses his new role and the industry's progress with Light Reading CEO Steve Saunders. Lund believes that the industry disruption caused by SDN and NFV is creating opportunities for companies like Metaswitch – network software providers with the agility to embrace new technologies quickly and the ability to deliver on substantial projects for global network operators.