Friday 5 video for July 19, 2019

Jul 19th, 2019

More parties weigh in on Huawei, Acacia loses a round in court (will there be another one?) and seeks not to lose customers, and market research firms have good news and bad news. More good news is that Lightwave Editorial Director Stephen Hardy is here to sort it all out in this week's Friday 5 video.

This week's Top 5 stories:

#5: Sales of compact modular optical systems grow as applications increase: Cignal AI

#4: Cisco, Acacia Communications assure customers

#3: Court awards Viasat $49.3 million in damages in SDFEC IP suit against Acacia Communications

#2: LightCounting: Hang on, module Vendors, the data center companies will start buying again

#1: Bills filed in House, Senate, challenge President Trump on leniency for Huawei

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Ciena to buy Centina to improve Blue Planet capabilities

Ciena says it will integrate Centina’s technology and engineering expertise into the platform of its Blue Planet division when the deal closes.

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STL buys IDS Group for European data center design and deployment

STL has obtained ownership of 80% of IDS Group initially. The remaining 20% will be acquired based on an earn-out model “over the next few years,” the company says.

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II-VI closes Finisar acquisition

A delay in approval from the State Administration for Market Regulation of the People’s Republic of China (SAMR) delay the closing of the $3.2 billion acquisition, first announced on November 9, 2018, from its original target of mid-2019.

CS Consortium forms to promote use of data center 400G fiber-optic connector

The CS high-density fiber-optic connector was developed to meet the needs of data center 400-Gbps connectivity applications.

Left to right, Boudewijn Docter, CTO EFFECT Photonics; Dennis Maas, CFO EFFECT Photonics; and Joachim de Sterke, CFO PhotonDelta at EFFECT Photonics headquarters in Eindhoven.

EFFECT Photonics adds €5 million via PhotonDelta

The company, which focuses on an InP-based approach to the development of DWDM optical chips, says it will use the money to accelerate product development and business expansion with an eye toward serving the 5G mobile and data center network markets.

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China approves II-VI/Finisar deal, closing date set

II-VI Inc. has finally received approval from the State Administration for Market Regulation of the People’s Republic of China (SAMR) for the company’s planned acquisition of Finisar Corp. – with a small catch.

Silicon photonics startup Scintil Photonics raises $4.4 million in first-round funding

The company says it will use the money to develop prototypes of 800-Gbps transceiver photonic circuits targeted at data center network applications.

Coherent port shipments are ramping, which the top systems vendors benefiting the most, as this chart of 200G port shipments in 2Q19 illustrates.

Slow ramp of 600G depresses compact modular systems sales in 2Q19: Cignal AI

Operators need more time to evaluate the new technology, the market research firm states in its newly released 2Q19 “Optical Applications Report.”

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Huawei, Ciena clean up as DWDM revenue climbs in 1H19: Dell’Oro

Sales of DWDM systems in the first six months of 2019 climbed 8% year-on-year, writes Dell’Oro analyst Jimmy Yu in a recently posted blog.

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LightCounting adds James Kisner as a principal analyst

The hire marks a move by LightCounting toward better serving the financial community’s needs for optical communications technology market research.

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Activist investment firm Elliott Management targets AT&T

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Cox jumps onto Vertical System Group’s Mid-Year 2019 U.S. Carrier Ethernet Leaderboard

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Bluebird Network closes sale to Macquarie Infrastructure Partners, expands fiber network

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Vast Broadband buys NTS with help from new funding