Optomind and MaxLinear Demonstrate 800G LRO Optical Modules and AOCs at OFC2024
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Insights
The demonstration of 800G half re-timed LRO optical modules and AOCs by MaxLinear and Optomind represents a significant advancement in the telecommunications industry. These modules are essential for supporting the exponential growth in data traffic, driven by increased internet usage and the proliferation of cloud computing. The reduced latency and power consumption of these modules are particularly important for data center operations, where energy efficiency and speed are paramount.
The integration of VCSEL drivers into the Keystone Multimode 5nm 800G Tx-ONLY DSP is a notable development. VCSEL (Vertical-Cavity Surface-Emitting Laser) technology is known for its high efficiency and ability to support high data rates, which makes it well-suited for short-reach optical connections. The simplification of optical assemblies due to Optomind's patented prealigned OSA (Optical Sub-Assembly) architecture could lead to cost savings in manufacturing, which may translate to lower prices for customers and potentially higher margins for the companies involved.
In the context of the stock market, developments like these can positively influence investor sentiment towards companies like MaxLinear and Optomind. If they are able to deliver on their promise of best-in-class solutions, they might capture a larger market share in the AI/ML space, which is rapidly growing. This could lead to an increase in sales and, potentially, an uptick in the stock prices of the companies involved.
The technical aspect of the LRO optical modules and AOCs involves partial re-timing of optical signals to enhance signal quality and reliability. This can be particularly challenging at the 800G speed, which requires precise engineering to maintain signal integrity over optical fibers. The announcement suggests that MaxLinear and Optomind have made significant strides in overcoming these challenges.
For stakeholders in the fiber optics and data communication sectors, this development could indicate a shift towards more integrated and efficient components. The potential for reduced power and latency is particularly relevant for applications requiring real-time data processing, such as high-frequency trading platforms in the financial sector or real-time analytics in various industries.
The industry impact is likely to be felt in the form of increased competition among providers of high-speed interconnect solutions. Companies that fail to innovate at a similar pace may find themselves at a competitive disadvantage. This could result in market consolidation or the emergence of new partnerships as companies strive to keep up with technological advancements.
- Solution provides best-in-class power and latency for the AI/ML market
Optomind and MaxLinear demonstrate 800G LRO optical modules and AOCs at OFC2024 (Graphic: Business Wire)
800G half re-timed LRO optical modules and AOCs play a crucial role in enabling ultra-high-speed data transmission over optical fiber networks, meeting the growing demand for bandwidth in modern communication and computing systems. The LRO design involves a partial re-timing of the received optical signal to improve its quality and reliability. In active optical cables, this eliminates the need for separate transceivers and optical connectors, providing a cost-effective and robust solution for short-reach optical connections. The demonstration at OFC2024 will showcase an LRO optical module/AOC solution with significantly reduced latency and best-in-class power consumption for an 800G transceiver.
“The AI/ML market demands solutions with lowest possible power and latency to scale effectively,” said Drew Guckenberger, VP of High Speed Interconnect at MaxLinear. “LRO solutions are one vehicle to achieve those goals. Through our continued, strong partnership with Optomind, we are pleased to be able to quickly provide a volume capable LRO solution for our key customers, addressing their real, immediate needs in the space.”
Optomind's groundbreaking optical engine solution integrates optics and mechanics seamlessly, boasting distinctive designs and a simplified structure for enhanced efficiency. With its patented prealigned OSA architecture, Optomind revolutionizes manufacturing processes, eliminating the need for complex alignment equipment. This innovative approach promises to be a game-changer in ultra-high volume production, offering significant cost reductions and streamlining operations with its nimble and straightforward methodology.
“Today we are pleased to show our leadership in the burgeoning AI/ML market,” said Yung Son, Chief Marketing Officer at Optomind. “Leveraging our existing partnership with MaxLinear to build LRO optical modules and AOCs allows us to, once again, provide best-in-class solutions for our customers.”
Optomind (booth 5822) and MaxLinear (booth 4501) will both be exhibiting at the Optical Fiber Communication (OFC) Conference in
About Optomind, Inc.
Optomind, Inc. is the most advanced optical interconnect solution provider in data center including AI and HPC network. Our advanced optical engine and innovative O-EBO optical connector enabled 800Gbps and 400Gbps Gearbox transceiver for AI/ML system to meet the requirements. We are supplying the product in volume to support increasing demand. Sophisticated OSA assembly is conducted in
About MaxLinear, Inc.
MaxLinear, Inc. (Nasdaq: MXL) is a leading provider of radio frequency (RF), analog, digital, and mixed-signal integrated circuits for access and connectivity, wired and wireless infrastructure, and industrial and multimarket applications. MaxLinear is headquartered in
MaxLinear, the MaxLinear logo, any other MaxLinear trademarks are all property of MaxLinear, Inc. or one of MaxLinear's subsidiaries in the
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Cautionary Note About Forward-Looking Statements
This press release contains “forward-looking” statements within the meaning of federal securities laws. Forward-looking statements include, among others, statements concerning or implying future financial performance, anticipated product performance and functionality of our products or products incorporating our products, and industry trends and growth opportunities affecting MaxLinear, in particular statements relating to the partnership between MaxLinear and Optomind and statements relating to certain of MaxLinear’s technologies and products, including the functionality, performance and benefits of such products and statements relating to the potential growth in the AI/ML market. These forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from any future results expressed or implied by these forward-looking statements. We cannot predict whether or to what extent these new and existing products will affect our future revenues or financial performance. Forward-looking statements are based on management’s current, preliminary expectations and are subject to various risks and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Forward-looking statements may contain words such as “will be,” “will,” “expected,” “anticipate,” “continue,” or similar expressions and include the assumptions that underlie such statements. The following factors, among others, could cause actual results to differ materially from those described in the forward-looking statements: risks relating to the partnership between MaxLinear and Optomind; risks relating to the development, testing, and commercial introduction of new products and product functionalities; risks relating to our terminated merger with Silicon Motion and related arbitration and class action complaint and the risks related to potential payment of damages; the effect of intense and increasing competition; impacts of global economic conditions; the cyclical nature of the semiconductor industry; a significant variance in our operating results and impact on volatility in our stock price, and our ability to sustain our current level of revenue, which has declined, and/or manage future growth effectively, and the impact of excess inventory in the channel on our customers’ expected demand for certain of our products; the geopolitical and economic tensions among the countries in which we conduct business; increased tariffs, export controls or imposition of other trade barriers; our ability to obtain or retain government authorization to export certain of our products or technology; risks related to the loss of, or a significant reduction in orders from major customers; costs of legal proceedings; information technology failures; a decrease in the average selling prices of our products; failure to penetrate new applications and markets; development delays and consolidation trends in our industry; inability to make substantial research and development investments; delays or expenses caused by undetected defects or bugs in our products; failure to timely develop and introduce new or enhanced products; order and shipment uncertainties; failure to accurately predict our future revenue and appropriately budget expenses; lengthy and expensive customer qualification processes; customer product plan cancellations; failure to maintain compliance with government regulations; failure to attract and retain qualified personnel; any adverse impact of rising interest rates on us, our customers, and our distributors and related demand; risks related to compliance with privacy, data protection and cybersecurity laws and regulations; risks related to conforming our products to industry standards; risks related to business acquisitions and investments; claims of intellectual property infringement; our ability to protect our intellectual property; risks related to security vulnerabilities of our products; use of open source software in our products; and failure to manage our relationships with, or negative impacts from, third parties. In addition to these risks and uncertainties, investors should review the risks and uncertainties contained in MaxLinear’s filings with the United States Securities and Exchange Commission, including risks and uncertainties arising from other factors affecting the business, operating results, and financial condition of MaxLinear, including those set forth in MaxLinear’s most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K, as applicable. All forward-looking statements are qualified in their entirety by this cautionary statement. MaxLinear is providing this information as of the date of this release and does not undertake any obligation to update any forward-looking statements contained in this release as a result of new information, future events, or otherwise.
View source version on businesswire.com: https://www.businesswire.com/news/home/20240321013791/en/
MaxLinear, Inc. Press Contact:
Matthew Lea
Head of Public Relations
Tel: +1 760.415.2529
mlea@maxlinear.com
Optomind, Inc. Press Contact:
Peter Klessel
EVP, Sales
Tel: +1 408.623.4861
pete.klessel@optomindinc.com
Source: MaxLinear, Inc.
FAQ
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