During an earnings call Thursday, company officials said a product supporting 100Gbit/s wavelengths could get announced in the December quarter of 2011, with volume shipments coming by June 2012. Previously, Infinera had said only that 100 Gbit/s would come in 2012.
That new product will be based on Infinera's 500Gbit/s photonic integrated circuit (PIC), which carries five channels that run at 100Gbit/s each.
Infinera's 40Gbit/s product, which won't be based on its PIC, will ship in the September quarter, officials said Thursday. As analyst George Notter of Jefferies & Company Inc. pointed out, that's a bit later than the "mid-2011" target Infinera was using before. "Clearly I was hoping to get it out closer to Q2," CEO Tom Fallon told him on the earnings call.
Why this matters
Infinera needs that 100Gbit/s product. Analysts still believe the company's hyper-integrated optics can be a big difference-maker in telecom, but Infinera is late to 40 Gbit/s. Officials admit their sales have suffered -- either through lost business or customers waiting for 100Gbit/s -- and Infinera has lowered its revenue forecasts for three quarters in a row.
The company still has a chance to catch most customers just as they're ready for 100 Gbit/s, but its margin of error has gotten slim. Every quarter, it's important for Infinera to reassure customers and investors that it's going to deliver 100 Gbit/s on time.
The latest on Infinera:
- Infinera Reports Q1
- OFC/NFOEC 2011: Infinera to Add ROADMs, MPLS
- OFC/NFOEC 2011: Infinera Talks Terabit (video)
- Infinera's Looking at a Tough 2011
- Infinera Tanks on Q4 Outlook
- Ciena Hires Infinera Exec
- CxO Download: Tom Fallon of Infinera
- Infinera's Singh Moves On
- Infinera 100G Checkup
- A Peek Into Infinera's PICs
- Infinera's Old 40G
- 40G: Time for the Third-Party Candidate to Bow Out?
- Infinera Ditches 40G, Talks 100G
- Infinera Puts 100G Coherent on Pause
— Craig Matsumoto, West Coast Editor, Light Reading