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. 
Flash Poll
From The Founder
Network architects aiming to upgrade their networks to support agile, open, virtualized services in the 21st century need to consider new criteria when choosing between technology suppliers.
Live Streaming Video
BTE 2015 Sponsor Keynote: HP
Dr. Prodip Sen, CTO, Network Functions Virtualization, HP
LRTV Custom TV
Red Hat Demo

7|2|15   |   10:53   |   (0) comments


Red Hat's Nicolas Lemieux demonstrates how Red Hat is driving innovation through open source communities.
LRTV Custom TV
Red Hat's Approach to OpenStack Adoption

7|2|15   |   5:17   |   (0) comments


Red Hat's Radhesh Balakrishnan outlines his company's open source strategy for both enterprises and telcos.
LRTV Custom TV
The New IP Goes Mobile With vEPC

7|2|15   |   1:12   |   (0) comments


Heavy Reading's Gabriel Brown discusses results of a Light Reading survey sponsored by Brocade that shows a clear commitment by mobile operators to move quickly to virtual EPC deployment.
LRTV Custom TV
Making Business Sense of SDN

7|2|15   |   1:42   |   (0) comments


Results of a Brocade-sponsored survey show that CSPs have a clear sense of SDN use cases but are wrestling with the business case. Sterling Perrin of Heavy Reading looks behind the numbers.
LRTV Custom TV
NFV Will Be Here Sooner Than You Think

7|2|15   |   2:22   |   (0) comments


Forget the usual ten-year cycle for new technologies – NFV will be a core part of CSP networks in five years, based on results of a Brocade-sponsored survey, says Heavy Reading's Caroline Chappell.
LRTV Custom TV
The New IP Gains Traction With CSPs

7|2|15   |   1:42   |   (0) comments


Roz Roseboro of Heavy Reading analyzes results of a Light Reading survey sponsored by Brocade showing that CSPs are getting serious about making the transition to the New IP era.
LRTV Custom TV
It's (Real) Time for Analytics

7|2|15   |   1:42   |   (0) comments


Heavy Reading's Jim Hodges looks at how CSPs say they plan to use analytics to deploy new services in real time as part of The New IP, based on results of a survey sponsored by Brocade.
LRTV Documentaries
IoT in Action

6|30|15   |   1:39   |   (7) comments


Two co-workers discuss the benefits of IoT technology.
LRTV Interviews
Ericsson Opens Up on OPNFV

6|30|15   |   14:16   |   (1) comment


Martin Bäckström, VP and head of industry area Datacom at Ericsson, talks to Light Reading founder and CEO Steve Saunders about the emergence of OPNFV, the importance of standards and Ericsson's OPNFV plans.
LRTV Custom TV
NetNumber Founder Discusses NFV/SDN Impact on SP Networks

6|26|15   |   4:15   |   (0) comments


NetNumber Founder Doug Ranalli examines why SPs need a new network infrastructure for service agility. While NFV and SDN are the tools, the old ways of thinking about signaling control are inhibitors. Doug provides his recommendations.
LRTV Custom TV
Orchestrating NFV vCPE Services Across Multivendor Networks

6|26|15   |   5:46   |   (0) comments


Nirav Modi provides an overview of vCPE, the fastest-growing NFV use case, showing how Cyan's Blue Planet orchestrates vCPE services across a multivendor infrastructure to rapidly deliver new managed services for business customers.
LRTV Custom TV
ZTE at LTE Summit Amsterdam 2015

6|26|15   |     |   (0) comments


As one of the leading global telecommunications providers, ZTE presented its cutting-edge technology at LTE World Summit 2015 in Amsterdam. On display at ZTE's booth were the latest R&D achievements in wireless, 5G development, HetNet, deep convergence of FDD and TDD, and RCS/IMD/iSDN/vCN.
Upcoming Live Events
September 16-17, 2015, The Westin Galleria Dallas, Dallas, TX
September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
October 6, 2015, The Westin Peachtree Plaza, Atlanta, GA
October 6, 2015, Westin Peachtree Plaza, Atlanta, GA
October 14-15, 2015, New Orleans Ernest N. Morial Convention Center, New Orleans, LA
November 5, 2015, Hilton Santa Clara, Santa Clara, CA
All Upcoming Live Events
Infographics
Hot Topics
Who's Feeding Fiber to LinkNYC Hotspots?
Mari Silbey, Senior Editor, Cable/Video, 6/29/2015
Colt to Jettison Ailing IT Business
Iain Morris, News Editor, 6/30/2015
Eurobites: Activist Investor Takes Stake in AlcaLu
Paul Rainford, Assistant Editor, Europe, 6/30/2015
What's a Gigabit Good For?
Carol Wilson, Editor-at-large, 7/1/2015
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
Casa Systems has been going from strength to strength over the last couple of years. In 2013, it became the first vendor to ship an integrated CCAP device -- the ...
Cedrik Neike, SVP of Global Service Provider, Service Delivery, at Cisco, talks to Light Reading founder and CEO Steve Saunders about solving service provider customer problems in a virtualized, DevOps world, including multivendor support and the future of network procurement.
Cats with Phones