An advantage for the optics industry of Lumentum's merger with Oclaro, and focussing more downstream on the photonics chip side, is that the former has become outspokenly (and refreshingly) negative about Silicon Photonics (SiPh), especially at its OFC 2019 Investor Session. https://lnkd.in/ej3ESWc In the past, of the big component vendors, Finisar has tended to pretty much stand alone on the drawbacks of SiPh. https://lnkd.in/ef4KYbE While we still contend that co-packaged optics will represent the "last gasp of hype" for the technology (https://lnkd.in/e6xYWGF), we noticed at the SPIE Photonics West conference last month that promotion of the solution is apparently now beginning to be extended to sensing and IoT applications. https://lnkd.in/eJ_sMEu
