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Lumentum Showcases Enhanced Photonic Innovations for AI-Driven, Next-Generation Networks at ECOC 2024

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Lumentum (LITE) will showcase advanced photonic solutions at ECOC 2024 in Frankfurt, focusing on AI-driven networks. Key highlights include:

1. Enhanced 800G ZR+ transceivers for extended reach and higher optical power applications.

2. Tunable SFP28 ER modules supporting 25 Gbps DWDM links up to 40 km.

3. Participation in OIF interoperability demonstrations for 800ZR, 400ZR+, and multi-span optics.

4. Presentation on energy-efficient optics for AI networks, potentially reducing power consumption by up to 80%.

5. Workshop participation on multi-band systems' cost-effectiveness compared to parallel C-band systems.

Lumentum (LITE) presenterà soluzioni fotoniche avanzate all'ECOC 2024 a Francoforte, con un focus sulle reti basate su intelligenza artificiale. I punti salienti includono:

1. Transceiver 800G ZR+ migliorati per una estensione della portata e applicazioni ad alta potenza ottica.

2. Moduli SFP28 ER sintonizzabili che supportano collegamenti DWDM a 25 Gbps fino a 40 km.

3. Partecipazione a dimostrazioni di interoperabilità OIF per 800ZR, 400ZR+ e ottiche multi-span.

4. Presentazione su ottiche a risparmio energetico per reti AI, con un potenziale di riduzione del consumo energetico fino all'80%.

5. Partecipazione a workshop sulla convenienza economica dei sistemi multi-band rispetto ai sistemi C-band paralleli.

Lumentum (LITE) mostrará soluciones fotónicas avanzadas en el ECOC 2024 en Francfort, centrándose en redes impulsadas por IA. Los aspectos destacados incluyen:

1. Transceptores 800G ZR+ mejorados para un alcance extendido y aplicaciones de mayor potencia óptica.

2. Módulos SFP28 ER ajustables que admiten enlaces DWDM de 25 Gbps hasta 40 km.

3. Participación en demostraciones de interoperabilidad OIF para 800ZR, 400ZR+ y ópticas multi-span.

4. Presentación sobre ópticas energéticamente eficientes para redes de IA, con un potencial de reducción del consumo de energía de hasta el 80%.

5. Participación en talleres sobre la rentabilidad de sistemas de múltiples bandas en comparación con los sistemas en banda C paralelos.

루멘텀 (LITE)은 프랑크푸르트에서 열리는 ECOC 2024에서 AI 기반 네트워크에 중점을 두고 발전된 광자 솔루션을 선보일 예정입니다. 주요 하이라이트는 다음과 같습니다:

1. 800G ZR+ 개선된 트랜시버로 더 긴 거리와 높은 광 출력 애플리케이션을 지원합니다.

2. 최대 40km까지 25 Gbps DWDM 링크를 지원하는 조정 가능한 SFP28 ER 모듈입니다.

3. 800ZR, 400ZR+ 및 다중 스팬 광학에 대한 OIF 상호 운용성 시연에 참여합니다.

4. AI 네트워크를 위한 에너지 효율적인 광학에 대한 발표가 있으며, 최대 80%까지 전력 소비를 줄일 수 있습니다.

5. C대역 병렬 시스템에 비해 다중 밴드 시스템의 비용 효율성에 대한 워크숍에 참여합니다.

Lumentum (LITE) présentera des solutions photoniques avancées à l'ECOC 2024 à Francfort, en mettant l'accent sur des réseaux pilotés par l'IA. Les points forts incluent :

1. Transceivers 800G ZR+ améliorés pour une portée étendue et des applications à haute puissance optique.

2. Modules SFP28 ER ajustables prenant en charge des liaisons DWDM de 25 Gbps jusqu'à 40 km.

3. Participation aux démonstrations d'interopérabilité OIF pour 800ZR, 400ZR+ et optique multi-span.

4. Présentation sur des optiques écoénergétiques pour les réseaux IA, pouvant réduire la consommation d'énergie jusqu'à 80%.

5. Participation à des ateliers sur la rentabilité des systèmes multi-bandes par rapport aux systèmes en bande C parallèles.

Lumentum (LITE) wird auf der ECOC 2024 in Frankfurt fortschrittliche photonische Lösungen präsentieren, wobei der Schwerpunkt auf KI-gesteuerten Netzwerken liegt. Zu den wichtigsten Highlights gehören:

1. Verbesserte 800G ZR+ Transceiver für erweiterten Reichweiten und Anwendungen mit höherer optischer Leistung.

2. Tunable SFP28 ER Module, die 25 Gbps DWDM-Verbindungen über bis zu 40 km unterstützen.

3. Teilnahme an OIF-Interoperabilitätsdemonstrationen für 800ZR, 400ZR+ und Mehrspanne-Optik.

4. Präsentation über energieeffiziente Optik für KI-Netze, die eine Reduzierung des Energieverbrauchs um bis zu 80% ermöglichen könnte.

5. Teilnahme an Workshops zur Kostenwirksamkeit von Mehrband-Systemen im Vergleich zu parallelen C-Band-Systemen.

Positive
  • Enhanced 800G ZR+ transceivers optimized for AI-driven data center interconnects
  • Tunable SFP28 ER modules supporting growing bandwidth demands for cable MSOs and 5G transport networks
  • Participation in OIF interoperability demonstrations showcasing advancements in 800ZR and 400ZR+ optics
  • Potential to reduce network power consumption by up to 80% for AI training cycles
  • Recognition in the 2024 Lightwave Innovation Review Awards for 800G ZR+ transceivers
Negative
  • None.

Insights

Lumentum's showcase at ECOC 2024 highlights significant advancements in optical networking technology, particularly relevant for AI-driven infrastructure. The enhanced 800G ZR+ transceivers address a critical need in the AI industry: connecting geographically dispersed data centers with high-capacity, power-efficient links. This is important as AI workloads continue to grow, demanding more from network infrastructure.

The company's participation in interoperability demonstrations, especially the first public 800ZR multi-vendor DSP interoperability, is a strong indicator of industry progress towards standardization. This could lead to more flexible and cost-effective solutions for network operators. Additionally, the focus on CMIS compliance in their OpenZR+ and 400ZR QSFP-DD transceivers suggests a commitment to ease of integration and management, which is valuable for large-scale deployments.

While these advancements are promising, it's important to note that the real-world performance and adoption of these technologies will ultimately determine their impact on Lumentum's market position and financial performance.

Lumentum's focus on AI-driven networking solutions aligns well with current market trends. The global AI infrastructure market is projected to grow at a CAGR of 28.4% from 2023 to 2030, reaching $309.4 billion by 2030. This positions Lumentum to capitalize on a rapidly expanding market segment.

The company's claim of potential 80% reduction in network power consumption is particularly noteworthy. With data centers accounting for about 1% of global electricity use, such efficiency gains could translate to significant cost savings for operators and improved environmental sustainability. This aligns with growing ESG concerns among investors and could provide a competitive edge.

However, it's important to monitor the adoption rate of these new technologies and Lumentum's ability to maintain its technological lead in a competitive market. The company's success will depend on effectively translating these innovations into market share and revenue growth.

Demonstrates advanced 800G ZR+ transceivers and tunable SFP28 ER modules; shares insights on energy-efficient optics for scalable AI networks

SAN JOSE, Calif.--(BUSINESS WIRE)-- Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today its participation in the European Conference on Optical Communication (ECOC) 2024 in Frankfurt, Germany, from September 23 – 25. At Stand #A24, Lumentum will showcase its latest photonic solutions, reinforcing its commitment to powering the artificial intelligence (AI) revolution through unparalleled speed, scalability, and energy efficiency.

Advancing AI and High-Capacity Networks with Enhanced 800G ZR+ Transceivers

Lumentum will feature its recently enhanced 800G ZR+ coherent pluggable transceivers, optimized for extended reach and higher optical power applications, including expanded long-reach, high-capacity data center interconnect use cases driven by AI. Due to constraints in delivering electrical power for their expanding AI infrastructure, cloud operators increasingly need to interconnect geographically dispersed data centers, placing greater demands on optical network capabilities. The enhanced performance in Lumentum’s 800G ZR+ transceivers stem from its hybrid photonic integrated circuits, which leverage Lumentum’s in-house proprietary indium phosphide technology for superior transmission performance.

Live demonstrations of 800ZR+ and 400G ZR+ transceivers will be conducted at ECOC, showcasing their high performance. Recognized in the 2024 Lightwave Innovation Review Awards, these transceivers have the flexibility to interface directly into routers and are designed to address rapidly-growing data traffic in data center interconnects and a wide range of other high-capacity applications across metro, regional, and long-haul networks.

Addressing Bandwidth Demands and Improved Network Connectivity with Tunable SFP28 ER Modules

Lumentum will also demonstrate its latest Tunable SFP28 ER module, a high-performance optical transceiver supporting 25 Gbps DWDM links over distances up to 40 km. Designed to perform in the more extreme industrial temperature range, this module supports the growing bandwidth demands of cable MSOs driven by DOCSIS 4.0 and FTTH deployments. It also enhances 5G transport network connectivity by offering a high-performance solution that leverages existing C-band fiber infrastructure.

Participation in OIF 800ZR, 400ZR+ and Multi-Span Optics Interop and CMIS Demos

In addition to its live demonstrations, Lumentum will participate in the Optical Internetworking Forum (OIF) interoperability demonstration at booth #B83. This showcase will feature Lumentum’s 800ZR coherent transceivers, highlighting advancements in 800ZR and 400ZR+ optics interoperability. The demo will include the first public 800ZR multi-vendor DSP interoperability, as well as OpenZR+, 100ZR, and OpenROADM/ITU-T, all operating over multiple, multi-span networks.

Lumentum will also demonstrate its OpenZR+ and 400ZR QSFP-DD transceivers in the Common Management Interface Specification (CMIS) demonstration, showcasing the benefits of supporting the CMIS standard across multiple applications. The CMIS standard has become essential for managing pluggable modules, providing a uniform method for monitoring, initialization, and control. Lumentum’s OpenZR+ module will show how CMIS compliance allows a host to monitor status, control the optical channel, manage output power, and switch between 400G and 100G application modes.

Addressing Capacity and Efficiency Challenges in AI Networks

At ECOC, Lumentum will discuss how new optical solutions can improve energy efficiency in AI networks. Lumentum’s Chief Technology Officer for Cloud and Networking, Matt Sysak, will deliver a presentation titled “Energy Efficient Optics for Sustainable Scaling of AI Networks” on Wednesday, September 25, from 11:00 am to 11:15 am CEST at the Market Focus Theater.

Drawing from Lumentum's recent whitepaper, the presentation will explore how the company's optical technologies can potentially slash network power consumption by up to 80%, resulting in savings of over 17 megawatts of power and a reduction of up to 10,000 metric tons of CO2 emissions per AI training cycle.

In addition, Lumentum Senior Director of Product Line Management, Simon Warren, will participate in a workshop titled "When Could Multi-Band Systems Become More Cost-Effective Than Parallel C-Band Systems?" on Sunday, September 22, from 9:00 a.m. to 12:30 pm CEST in Harmonie 4. The workshop will explore the adoption of C+L band systems to manage growing traffic demands, potential saturation issues, and shifts toward wider bandwidth solutions like S+C+L systems, as well as the role of emerging fiber technologies in scaling networks.

For more information or to schedule a meeting at ECOC 2024, please contact customer.service@lumentum.com.

About Lumentum

Lumentum (NASDAQ: LITE) is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide. Lumentum optical components and subsystems are part of virtually every type of telecom, enterprise, and data center network. Lumentum lasers enable advanced manufacturing techniques and diverse applications, including next-generation 3D sensing capabilities. Lumentum is headquartered in San Jose, California, with R&D, manufacturing, and sales offices worldwide. For more information, visit www.lumentum.com and follow Lumentum on LinkedIn, X, Facebook, Instagram, and YouTube.

About OIF

OIF Champions Interoperability at ECOC 2024: 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. Discover cutting-edge interoperability in 800ZR, 400ZR, multi-span optics, energy efficient interfaces, co-packaging, 224G and 112G common electrical I/O and CMIS. Visit booth #B83 for live demos. More details at: https://www.oiforum.com/meetings-events/oif-ecoc-2024.

Investors: Kathy Ta, 408-750-3853; investor.relations@lumentum.com

Media: Noël Bilodeau, 408-439-2140, media@lumentum.com

Source: Lumentum

FAQ

What new products will Lumentum (LITE) showcase at ECOC 2024?

Lumentum will showcase enhanced 800G ZR+ transceivers for extended reach and higher optical power applications, and Tunable SFP28 ER modules supporting 25 Gbps DWDM links up to 40 km.

How can Lumentum's (LITE) optical technologies impact AI network efficiency?

Lumentum's optical technologies can potentially reduce network power consumption by up to 80%, saving over 17 megawatts of power and reducing up to 10,000 metric tons of CO2 emissions per AI training cycle.

What interoperability demonstrations will Lumentum (LITE) participate in at ECOC 2024?

Lumentum will participate in OIF interoperability demonstrations for 800ZR, 400ZR+, and multi-span optics, as well as CMIS demonstrations showcasing OpenZR+ and 400ZR QSFP-DD transceivers.

What is the significance of Lumentum's (LITE) enhanced 800G ZR+ transceivers?

The enhanced 800G ZR+ transceivers are optimized for extended reach and higher optical power applications, addressing the growing needs of cloud operators for interconnecting geographically dispersed data centers driven by AI infrastructure demands.

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