Market Leader Programs
5G Transport - A 2023 Heavy Reading Survey 2023 Open RAN Operator Survey Coherent Optics at 100G, 400G, and Beyond Open RAN Platforms and Architectures Operator Survey Cloud Native 5G Core Operator Survey Bridging the Digital Divide 5G Network Slicing Operator Survey Open, Automated & Programmable Transport The Journey to Cloud Native
The 10G optical transpoder/transceiver market is littered with corpses of those who tried and failed. Given that, I thought NEI was on its way out when it went out and built a big, power hungry proprietary CMOS ASIC (called 'Lithium') into its transponders. When this didn't sell, they tried to sell it to their customer as a stand-alone chip (a-la GTran 40G), presumably with the same success rate.
Then I was dumbfounded when NEI bought an entire GaAs IC design team from TriQuint?!? I am amazed they've lasted as long as they have.
I thik their best case scenario would have been to build a small, but top-performing portfolio like OptronX with a lean & mean staff. Not that OptronX hit paydirt, but they did make it to the liquidity bin.