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fibeReality, LLC

@fibeReality

We are an independent research and consulting firm specializing in optical equipment markets including telecom, datacom, consumer, auto, AR/VR, and others.

 McLean, VA
fibereality.com
Joined July 2014
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Photo by fibeReality, LLC (@fibeReality)Photo by fibeReality, LLC (@fibeReality)Photo by fibeReality, LLC (@fibeReality)Photo by fibeReality, LLC (@fibeReality)Photo by fibeReality, LLC (@fibeReality)Photo by fibeReality, LLC (@fibeReality)Photo by fibeReality, LLC (@fibeReality)Photo by fibeReality, LLC (@fibeReality)Photo by fibeReality, LLC (@fibeReality)Photo by fibeReality, LLC (@fibeReality)
Check out my latest article: Infinera Retrospective: Highlighting Present Leadership Strengths linkedin.com/pulse/infinera-… via @LinkedIn
Infinera Retrospective: Highlighting Present Leadership Strengths

Infinera Retrospective: Highlighting Present Leadership Strengths

To demonstrate the dramatic transformation in the corporate management of Infinera, particularly with its metro business, a fuller summary of fibeReality's articles is in order, after our post...

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Check out my latest article: Linear Drive Optics Modules: Marketing Tactics in Conflict linkedin.com/pulse/linear-dr… via @LinkedIn
Linear Drive Optics Modules: Marketing Tactics in Conflict

Linear Drive Optics Modules: Marketing Tactics in Conflict

At OFC 2023, the real buzz should have been about the mounting public support by vendors of the form factor, OSFP-XD, which will ultimately lead to a substantial amount of revenue for the marketplace...

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II-VI Takeout of Broad Duopoly with Lumentum

II-VI Takeout of Broad Duopoly with Lumentum

While it could turn out to be a blessing in disguise for Lumentum Holdings down the road, II-VI's actions over the last 18 months or so, amply demonstrate that it had no interest in opening the door...

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Check out my latest article: II-VI Takeout of Broad Duopoly with Lumentum linkedin.com/pulse/ii-vi-tak… via @LinkedIn
II-VI Takeout of Broad Duopoly with Lumentum

II-VI Takeout of Broad Duopoly with Lumentum

While it could turn out to be a blessing in disguise for Lumentum Holdings down the road, II-VI's actions over the last 18 months or so, amply demonstrate that it had no interest in opening the door...

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400ZR+ and Arbitrarily Locked-In Narrative

400ZR+ and Arbitrarily Locked-In Narrative

Despite the unequivocal remarks on not currently planning to use 400ZR+ or necessarily for that matter, even higher capacity, inter-data center ZR modules by Ashish Vengsarkar, Head of Optical...

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Check out my latest article: 400ZR+ and Arbitrarily Locked-In Narrative linkedin.com/pulse/400zr-arb… via @LinkedIn
400ZR+ and Arbitrarily Locked-In Narrative

400ZR+ and Arbitrarily Locked-In Narrative

Despite the unequivocal remarks on not currently planning to use 400ZR+ or necessarily for that matter, even higher capacity, inter-data center ZR modules by Ashish Vengsarkar, Head of Optical...

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Broadcom on CPO/NPO: Countervailing Theories

Broadcom on CPO/NPO: Countervailing Theories

Last October, fibeReality wrote an article defending a proposition that Broadcom's big expenditure push for co-packaged optics has been based on a bluff. Since that time, we have received other...

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We are honored to be a sponsor at this EPIC event.
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Check out our latest article: II-VI vs Lumentum: 3D Sensing Challenge linkedin.com/pulse/ii-vi-vs-… via @LinkedIn
II-VI vs Lumentum: 3D Sensing Challenge

II-VI vs Lumentum: 3D Sensing Challenge

Several days ago, fibeReality wrote an article referring to intelligence we acquired around the middle of last month and we stated Lumentum Holdings “has maintained at least somewhat of a leadership...

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fibeReality is proud to be a sponsor of the EPIC VIP Networking Reception at next week's OFC.
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Please see fibeReality's new video on what sets us apart from other research/consulting firms in...

Please see fibeReality's new video on what sets us apart from other research/consulting firms in...

Please see fibeReality's new video on what sets us apart from other research/consulting firms in the optics space.

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According to sources, Alexis Björlin, has left as SVP & GM, Optical Systems at Broadcom and she is...

According to sources, Alexis Björlin, has left as SVP & GM, Optical Systems at Broadcom and she is...

According to sources, Alexis Björlin, has left as SVP & GM, Optical Systems at Broadcom and she is now the Vice President of Hardware at Meta. fibeReality understands that she is already in the...

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Lumentum/NeoPhotonics: Revenue Pressures | Mark Lutkowitz

Lumentum/NeoPhotonics: Revenue Pressures | Mark Lutkowitz

Lumentum Holdings is shifting its priority from margins to revenue.

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I wrote a competitive analysis on Avicena's new solution for the Fibre Yearbook 2022 that can be...

I wrote a competitive analysis on Avicena's new solution for the Fibre Yearbook 2022 that can be...

I wrote a competitive analysis on Avicena's new solution for the Fibre Yearbook 2022 that can be clicked on below. https://lnkd.in/dEmHiv5J

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My presentation at ECOC'21 is now publicly available. https://lnkd.in/d_xRyFAv | Mark Lutkowitz

My presentation at ECOC'21 is now publicly available. https://lnkd.in/d_xRyFAv | Mark Lutkowitz

My presentation at ECOC'21 is now publicly available. https://lnkd.in/d_xRyFAv

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Check out my latest article: Quantum Productization Quackery and Exceptions linkedin.com/pulse/quantum-p… via @LinkedIn
Quantum Productization Quackery and Exceptions

Quantum Productization Quackery and Exceptions

Experimental work on the quantum effect in photonics goes back to 1976 at AT&T-Bell Labs, which resulted in the formation of a set of photodiodes. Into the 1980s, there was optimism that such gear...

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After my live presentation at ECOC 2021 (https://lnkd.in/dhiqUdrp), I was asked to provide a taped...

After my live presentation at ECOC 2021 (https://lnkd.in/dhiqUdrp), I was asked to provide a taped version for the Virtual Catch Up. Further elaboration on the slides was given as it reflects...

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#photonics | Mark Lutkowitz

#photonics | Mark Lutkowitz

fibeReality, LLC has been a member of EPIC since 2016 and we are proud to contribute our expertise in market intelligence gathering, specializing in optical equipment including in telecommunications,...

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Check out my latest article: Broadcom's Big Bluff on CPO linkedin.com/pulse/broadcoms… via @LinkedIn
Broadcom's Big Bluff on CPO

Broadcom's Big Bluff on CPO

Broadcom has appeared solidly behind its public engagement with co-packaged optics, developing switches with optical I/O. In fact, the supplier seems to be pulling out all of the stops in at least...

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Our Optical Realizations in Bordeaux | Mark Lutkowitz

Our Optical Realizations in Bordeaux | Mark Lutkowitz

It was a joy to be in person and in front of a live audience, presenting in a Market Focus session at ECOC 2021 to provide our latest intelligence on OSFP-XD and CPO.

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