Light Reading

JDSU Is Still an Optical Force

Dan O'Shea
3/12/2014
50%
50%

Everyone has an SDN play these days, even optical components companies like JDSU. Brandon Collings, CTO of communications and commercial optical products at JDSU (Nasdaq: JDSU; Toronto: JDU), recently told Light Reading, "In software defined networks, our hardware enables our customers -- the equipment manufacturers -- to be more flexible and cost-efficient with their equipment. They can focus on the control plane, where they add SDN value."

Maybe it's an indirect SDN play, but part of how JDSU highlights the significance of its contribution at the optical components level. Though the company has spent much of the last year binging on acquisitions in the test and measurement sector, it made some announcements this week at OFC 2014 in San Francisco reminding the industry that it's also a long-standing player in the market for optical transceivers, pump lasers, and other optical components.

The new offerings include a CFP4 LR4 transceiver module, super-transport ROADM blade, a tunable SFP+ transceiver and pump lasers aimed at reducing power consumption in much needed signal amplification for 100G networks. (See JDSU Preps Optical Components, Test Gear for OFC.) Regarding those pump lasers Collings said, "Next-gen networks are using more power at 100G for amplification over long distances, so there's a need to develop more cost-efficient lasers with reduced power consumption."

Product announcements aside, financial analysts seem to like what they are hearing from JDSU. After meeting with JDSU at OFC this week, MKM Partners Managing Director Michael Genovese wrote in a research note that improved 100G demand in North America later this year and the prospect for 100G business in China through Huawei Technologies are brightening his outlook for JDSU. "While Huawei tends to assemble its own line cards through related entities, it seems unlikely that it will vertically integrate into high-end 100G components (modulators and tunable laser assemblies) that it sources from JDSU as the primary vendor," he wrote.

The optical news comes after JDSU has had a busy year beefing up its test and measurement business via acquisitions of Trendium, Network Instruments, and Arieso. (See JDSU Buys More 4G SPIT Smarts, JDSU Acquires Network Instruments, and JDSU Acquires Arieso for $85M.)

That binge might have put JDSU's optical efforts into the shadows, but in reality the company has been upbeat about optical since early 2013. It seems far removed from the days when it was rumored to be exiting the optical sector, and even further removed from the dark days of the early aughts. (See JDSU Sees Growth in Optical & SPIT, JDSU May Be Mulling Optical Exit, and JDSU Writes Off Billions More.)

— Dan O'Shea, Managing Editor, Light Reading


Want to learn more about this topic? Check out the agenda for The Big Telecom Event (BTE), which will take place on June 17 and 18 at the Sheraton Chicago Hotel and Towers. The event combines the educational power of interactive conference sessions devised and hosted by Heavy Reading's experienced industry analysts with multi-vendor interoperability and proof-of-concept networking and application showcases. For more on the event, the topics and the stellar service provider speaker line-up, see Telecommunication Luminaries to Discuss the Hottest Industry Trends at Light Reading's Big Telecom Event in June.


(3)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
DOShea
50%
50%
DOShea,
User Rank: Blogger
3/12/2014 | 3:50:09 PM
More analyst input
Alex Henderson, Needham & Co., also had some positive thoughts re: the China opportunity, in his own research note:

(Excerpt) "JDSU is a good gauge of the situation in China.  Its core 100G coherent modulator line is sold out even as the company drives increases in production capacity.  It's also seeing strong growth in the coherent receiver arena.   In addition, JDSU is also seeing accelerating demand from the LTE build for both top of tower and backhaul applications.  It's pretty clear that the demand out of China, from JDSU's perspective, has accelerated and is across a number of product lines."
DOShea
50%
50%
DOShea,
User Rank: Blogger
3/12/2014 | 3:44:09 PM
Component consolidation?
JDSU has been spending its acquisition dollars in test and measurement lately. Could the brighter outlook suggest it might help consolidate the optical components sector, too? Last time that happend, an industry-wide downturn soon followed, but hey, it's a new decade.
thebulk
50%
50%
thebulk,
User Rank: Light Sabre
3/12/2014 | 3:38:48 PM
Always impressed
I have always been impressed with the JDSU line of equipment. I have worked with them for several years and used several product lines and always thought they stood out from others in the same space. 
From The Founder
Light Reading sits down at CES with the head of Cisco's service provider video business, Conrad Clemson, to discuss how NFV and cloud security relate to video, the challenge of managing 4K/8K traffic, the global expansion of Netflix and virtual reality.
Flash Poll
Live Streaming Video
CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
LRTV Custom TV
Hosting in Ireland, Past & Present

2|10|16   |   16:07   |   (0) comments


Garry Connolly, president of Host in Ireland, presents the keynote at Light Reading's 2020 Vision Executive Summit in Dublin.
Women in Comms Introduction Videos
What's Hot in Mobile Commerce?

2|10|16   |   12:18   |   (1) comment


Claire Maslen, financial services relationship manager at the GSMA, talks about the development of the digital commerce sector and the types of relationships that mobile operators are developing to further their m-commerce strategies.
LRTV Documentaries
EANTC Tests Nokia IP Routing & Mobile Gateway VNFs for Real World Deployment

2|9|16   |   5:08   |   (1) comment


Nokia obtained validation of its virtualized router and virtualized mobile gateway capabilities through rigorous testing performed by EANTC. The results set a new industry benchmark for outstanding performance, scalability, resiliency and manageability. Nokia VNFs are ready for telco cloud deployment, so that service providers can accelerate mobile, business and ...
Between the CEOs
CEO Chat With Level 3's Jack Waters

2|8|16   |   26:15   |   (1) comment


Light Reading CEO and founder Steve Saunders sits down with Level 3 Communications' CTO Jack Waters to discuss hot topics like virtualization, 4K and the future of telecom...
LRTV Custom TV
The Composable Telco

2|8|16   |   24:46   |   (0) comments


Heavy Reading's Principal Analyst Caroline Chappell presents the keynote at Light Reading's 2020 Vision Executive Summit in Dublin.
LRTV Custom TV
Join Us at the Digital Operations Transformation Summit

2|4|16   |   03:52   |   (0) comments


The Digital Operations Transformation Summit on February 21, 2016 at the Crowne Plaza Barcelona Fira Centre will bring together 50 senior executives to engage in a unique debate on the opportunities and challenges presented by the transformative evolving digital landscape. RSVP now at events@lightreading.com.
LRTV Custom TV
Making the Test: ADVA Ensemble Connector vs. Open vSwitch

2|4|16   |   01:28   |   (0) comments


Light Reading, in partnership with EANTC, recently tested ADVA's Ensemble Connector, which replaces open vSwitch and offers carrier-grade capability and interoperability. The test results strengthen ADVA's credibility as a provider in the virtualization space.
LRTV Custom TV
Bridging the Gap Between PoCs & Deployment in NFV

2|4|16   |   31:50   |   (0) comments


Charlie Ashton of Wind River presents the keynote at Light Reading's 2020 Vision executive summit in Dublin.
Between the CEOs
CEO Chat With Mike Aquino

2|3|16   |   17:34   |   (0) comments


The former CEO of Overture Networks, Mike Aquino, discusses why truly open virtualization solutions provide service providers with the greatest choice.
Shades of Ray
MWC: Buckle Up for 5G & the IIoT

2|2|16   |   02:28   |   (0) comments


This year's Mobile World Congress looks set to be a 5G land grab and a chance to get down and dirty with the Industrial Internet of Things (IIoT) – but what will the 5G discussions actually be about?
LRTV Custom TV
Case Study: Building China's Next-Gen TV Networks

2|2|16   |   5:01   |   (0) comments


With over 2 billion viewers worldwide, Shenzhen Media Group is one of China's largest content producers. By partnering with Huawei and Sobey, SZMG was able to modernize media operations with the Converged News Center, a production studio that is a model for next-generation workflows.
LRTV Custom TV
Quad Channel Modulator Driver with 46 Gbaud Capability from MACOM

1|28|16   |     |   (0) comments


MACOM's MAOM-003427 is the industry's first surface-mount modulator driver with 46 Gbaud capability to support next generation 200G and 400G applications.
Upcoming Live Events
March 10, 2016, The Cable Center, Denver, CO
April 5, 2016, The Ritz Carlton, Charlotte, NC
May 23, 2016, Austin, TX
May 24-25, 2016, Austin Convention Center, Austin, TX
All Upcoming Live Events
Hot Topics
Google's 5G Radio Ambitions Are Expanding
Dan Jones, Mobile Editor, 2/5/2016
Cincinnati Bell Joins Weight Watchers Club
Alan Breznick, Cable/Video Practice Leader, 2/5/2016
Yahoo & Verizon Sitting in a Tree...
Brian Santo, Senior editor, Test & Measurement / Components, Light Reading, 2/8/2016
Vodafone: Flexible Work Policies Boost Profits
Sarah Thomas, Editorial Operations Director, 2/8/2016
It's Time to Integrate OTT Video
Alan Breznick, Cable/Video Practice Leader, 2/8/2016
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
Light Reading CEO and founder Steve Saunders sits down with Level 3 Communications' CTO Jack Waters to discuss hot topics like virtualization, 4K and the future of telecom...
The former CEO of Overture Networks, Mike Aquino, discusses why truly open virtualization solutions provide service providers with the greatest choice.
Animals with Phones
Retro Is the Way to Be Click Here
Some animals are too cute for smartphones.
Live Digital Audio

Broadband speeds are ramping up across Europe as the continent, at its own pace, follows North America towards a gigabit society. But there are many steps to take on the road to gigabit broadband availability and a number of technology options that can meet the various requirements of Europe’s high-speed fixed broadband network operators. During this radio show we will look at some of the catalysts for broadband network investments and examine the menu of technology options on offer, including vectoring and G.fast for copper plant evolution and the various deployment possibilities for FTTH/B.