Showing posts with label AOI. Show all posts
Showing posts with label AOI. Show all posts

Sunday, August 11, 2019

AOI sees early signs of recovery from hyperscale operators

On August 7, Applied Optoelectronics reported Q2 2019 revenue of $43.4 million, compared with $87.8 million in the second quarter of 2018 and $52.7 million in the first quarter of 2019. There was a GAAP net loss of $11.4 million, or $0.57 per basic share, compared with net income of $8.0 million, or $0.40 per diluted share in the second quarter of 2018, and a net loss of $10.5 million, or $0.53 per basic share in the first quarter of 2019. Non-GAAP net loss was $5.2 million, or $0.26 per basic share, compared with non-GAAP net income of $12.9 million, or $0.64 per diluted share in the second quarter of 2018, and a non-GAAP net loss of $5.4 million, or $0.27 per basic share in the first quarter of 2019.

“We are pleased with our execution in the quarter as we delivered revenue within our guidance range and achieved better than expected bottom-line results,” said Dr. Thompson Lin, Applied Optoelectronics Inc. founder and CEO. “The datacenter demand environment remained consistent with our expectations and we secured five new datacenter design wins. We continue to have good technical engagement with both existing and new customers and are encouraged by the positive response to our innovations.”

Some notes from the Q2 investor conference call:

  • 73% of revenue was for data center products, 23% for CATV products, and 4% for FTTH, telecom and other.
  • 72% of data-center revenue was from 40G and 23% was from 100G.
  • Telecom products revenue was $1.6 million compared with $4.2 million in Q2 2018 due to lower sales in China given geopolitical trade tensions.
  • There were three customers who constituted 10% or more of overall revenue. Two of these customers are hyperscale data center companies and they represented 30% and 29% of overall revenue. The third customer is in the CATV business and represented 14% of revenue.
  • During the quarter, AOI secured a total of five new design wins among two US-based data-center customers.
  • AOI said it is starting to see early signs of recovery among two of its hyperscale data-center customers. 
  • AOI recently showcased the ability of its 400G QSFP transceivers to break out into four individual 100G FR transceivers and interoperate with a leading 12.8 Tbps switch fabric ASIC.
  • Revenue from CATV products decreased 31% year-over-year to $9.8 million compared with $14.2 million in Q2 of last year due to weaker demand from North American MSOs and in China.
  • Regarding tariffs and global trade tensions, AOI execs said the company is able to adjust some of its manufacturing operations between its Taiwan and China factories

Tuesday, January 22, 2019

AOI samples 400G silicon-photonics module based on COBO

Applied Optoelectronics (AOI) has begun sampling 400G optical modules designed to demonstrate the feasibility of on-board optics (OBO), as outlined in specifications such as the recently-released version 1.1 of the onboard optical module specification published by the Consortium for Onboard Optics (COBO). AOI is an active member of COBO.

In contrast to traditional pluggable optical modules, OBO modules are designed to be used in higher-speed data switches, with interface speeds ranging from 400 Gbps to 1.6 Tbps. By designing the optical modules to be mated directly to a circuit board within such a switch, the OBO modules enable an increase in the density of optical interfaces to the switch, which in turn enables greater data throughput through the switch fabric, while also simplifying cooling and electrical interfaces, two areas where traditional pluggable modules have increasing difficulty as interface speeds increase.

AOI said its sample OBO modules are specifically designed for customers developing next-generation switches for large data centers, as these switches gradually evolve from 100 Gbps interconnects to 400 Gpbs, and higher. The modules currently leverage new silicon-based optical technology to support 16 optical channels with a total data throughput of 400 Gbps. Future versions of the device are expected to leverage the same silicon-photonics technology, but increase the bandwidth up to 100 Gbps per optical channel, ultimately enabling 1.6 Tbps of data throughput over a single OBO module. In turn, this would enable next-generation 12.8 Tbps switches to utilize only 8 optical modules, significantly improving density and reducing power consumption compared to a similar solution, which would require 32 400-Gbps pluggable modules.

“We gathered very positive feedback while demonstrating early 16-channel OBO prototypes at the European Conference on Optical Communications (ECOC) in Rome last year,” commented David Chen, AOI’s AVP of Transceiver Technology. “We are very excited to take the next step in offering samples to our customers. This OBO module incorporates several new technologies, including an advanced silicon-photonics based optical sub-assembly, which are the culmination of years of R&D effort by AOI and our technology partners. We believe that this platform will enable solutions well beyond 400 Gbps, and eventually, 1.6 Tbps.”

“AOI has made significant progress on the development of OBO modules since the publication of revision 1.0 of COBO’s specification,” stated Brad Booth, President of the Consortium for On-Board Optics. “AOI’s ability to sample OBO modules after their ECOC demonstration of an OBO prototype shows their commitment to bringing alternative solutions for the next generation of networking equipment. Having a single module footprint that supports bandwidth scaling from 400 Gbps to 1.6 Tbps provides flexibility to equipment vendors.”