AOI Leads Industry with 1.6T OSFP DR8 LPO Technology at ECOC 2024

Rhea-AI Summary

Applied Optoelectronics Inc. (NASDAQ: AAOI) is showcasing its cutting-edge 1.6T OSFP DR8 LPO module at ECOC 2024, demonstrating high-speed connectivity with the Optical Internetworking Forum. This module doubles current data rates, supporting AI, machine learning, and advanced data center operations. AOI is collaborating with OIF to demonstrate the CEI-224G Linear standard, addressing current network needs and future scalability.

Additional demonstrations include:

• 800G OSFP DR8 LPO modules in an 800G switch
• ELSFP 1311nm uncooled module for high data rate connectivity
• EEI and co-packaging architecture static conceptual demonstration

These innovations showcase AOI's commitment to advancing optical communications technology for next-generation data centers and emerging technologies.

Positive

• AOI is demonstrating industry-leading 1.6T OSFP DR8 LPO module technology at ECOC 2024
• The new module doubles the data rate of current interfaces, addressing needs for AI and ML applications
• Collaboration with OIF on CEI-224G Linear standard demonstration
• Showcasing additional solutions for next-generation data centers, including 800G OSFP DR8 LPO modules and ELSFP 1311nm uncooled module

Negative

• None.

Insights

Tech Expert

AOI's demonstration of the 1.6T OSFP DR8 LPO module at ECOC 2024 showcases significant advancements in high-speed optical connectivity. This technology doubles current data rates, addressing the growing demands of AI, ML and data center operations. The integration with OIF's CEI-224G Linear standard positions AOI at the forefront of next-generation network infrastructure. While impressive, the immediate financial impact is unclear. The showcase of additional solutions like 800G OSFP DR8 LPO modules and ELSFP 1311nm uncooled modules indicates a comprehensive product lineup. However, without specific financial projections or customer commitments, it's challenging to quantify the direct impact on AOI's bottom line. This technology leadership could strengthen AOI's market position, but investors should watch for future announcements on customer adoption and revenue projections to gauge the true impact on the company's financial performance.

Market Research Analyst

AOI's showcase at ECOC 2024 demonstrates its technological prowess in the optical communications sector. The 1.6T OSFP DR8 LPO module positions AOI competitively in the high-growth areas of AI and ML infrastructure. With a market cap of $583,581,853, AOI is a relatively small player, making such innovations important for growth. The optical transceiver market is projected to grow significantly, driven by data center expansion and 5G rollouts. AOI's focus on next-gen technologies could help capture market share. However, the optical components industry is highly competitive, with larger players like Cisco and Intel also innovating. Investors should monitor AOI's ability to convert technological leadership into tangible market gains and revenue growth. While promising, without clear financial guidance or major partnership announcements, the immediate market impact remains speculative.

Company to demonstrate high-speed connectivity with the Optical Internetworking Forum

SUGAR LAND, Texas, Sept. 24, 2024 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (“AOI”) (NASDAQ: AAOI), a leading provider of fiber-optic access network products for the internet datacenter, cable broadband, telecom and fiber-to-the-home (FTTH) markets, is demonstrating its latest linear technology, the 1.6T OSFP DR8 LPO module, at the European Conference on Optical Communications (“ECOC”) 2024, setting a new level for high-speed networks by doubling the data rate of current interfaces.

The 1.6T OSFP DR8 LPO module is designed to integrate with the Optical Internetworking Forum’s (“OIF”) CEI-224G Linear standard, enabling data transfer rates essential for supporting data intensive applications, including Artificial Intelligence (“AI”), machine learnings (“ML”), and advanced data center operations. These integration capabilities address the current needs of today’s network infrastructures and position businesses to scale and integrate future advancements for reliable performance.

“We are excited to contribute to the OIF’s demonstration of the CEI-224G Linear standard,” said Fred Chang, Senior Vice President and North American General Manager at AOI. “Our 1.6T OSFP DR8 LPO module exemplifies AOI’s commitment to driving innovation in the optical communications industry, enabling faster, more efficient data transfer rates to meet the growing demands of global network infrastructures.”

As part of AOI’s collaboration with the OIF, the Company will also showcase additional solutions that support the next generation of data centers and emerging technologies. These will include:

800G OSFP DR8 LPO modules integrated into an 800G switch (CEI-112G Linear demonstration)

• Attendees will experience how the modules handle larger data volumes at higher data rate, allowing for improved performance for data-intensive applications within the data center.
  

ELSFP 1311nm uncooled module live demonstration

• The exhibit will showcase high data rate connectivity with minimal cooling requirements for data centers.
  

EEI and co-packaging architecture static conceptual demonstration:

• New designs will be previewed for integrating Energy Efficient Interfaces (EEI) and Co-Packaging.
  

For more information about AOI’s participation in ECOC 2024 or its portfolio of optical communication solutions, please visit ao-inc.com or contact Simon Ximen, Simon_Ximen@ao-inc.com.

About Applied Optoelectronics, Inc.
Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced optical products, including components, modules and equipment. AOI's products are the building blocks for broadband fiber access networks around the world, where they are used in the internet datacenter, CATV broadband, telecom and FTTH markets. AOI supplies optical networking lasers, components and equipment to tier-1 customers in all four of these markets. In addition to its corporate headquarters, wafer fab and advanced engineering and production facilities in Sugar Land, TX, AOI has engineering and manufacturing facilities in Taipei, Taiwan and Ningbo, China. For additional information, visit www.ao-inc.com.

About OIF
OIF Champions Interoperability at ECOC 2024 with 34 Member Companies to Showcase Solutions for Data Centers, AI/ML Technologies, and Disaggregated Systems. At ECOC 2024, OIF will host a dynamic interoperability demo with 34 member companies, showcasing solutions that enhance performance, efficiency, and capacity for future data centers, AI/ML, and disaggregated systems. They will feature interoperability in 800ZR, 400ZR, Multi-span optics, Energy Efficient Interfaces (EEI), Co-Packaging, 224G and 112G Common Electrical I/O (CEI) and Common Management Interface Specification (CMIS). Visit booth #B83 for live demos. More details at: https://www.oiforum.com/meetings-events/oif-ecoc-2024/

Media Contact:
Michael Ballard
Email: michael_ballard@ao-inc.com
Phone: (817) 583-2816

Sales Contact:
Simon Ximen, Ph. D.
Email: Simon_Ximen@ao-inc.com
Phone: 408-685-6228 (US)
Phone: +86-137-2889-3157 (China/Taiwan)

FAQ

What new technology is AAOI showcasing at ECOC 2024?

AAOI is showcasing its new 1.6T OSFP DR8 LPO module at ECOC 2024, which doubles the data rate of current interfaces and is designed for high-speed networks supporting AI and machine learning applications.

How does AAOI's new 1.6T OSFP DR8 LPO module integrate with industry standards?

The 1.6T OSFP DR8 LPO module integrates with the Optical Internetworking Forum's CEI-224G Linear standard, enabling high data transfer rates for advanced data center operations and future scalability.

What other technologies is AAOI demonstrating at ECOC 2024?

In addition to the 1.6T module, AAOI is demonstrating 800G OSFP DR8 LPO modules integrated into an 800G switch, ELSFP 1311nm uncooled module for high data rate connectivity, and EEI and co-packaging architecture concepts.

How does AAOI's new technology benefit data centers?

AAOI's new technology enables faster and more efficient data transfer rates, improved performance for data-intensive applications, and supports the growing demands of global network infrastructures in data centers.