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从菲尼萨的成长看数据通讯中光模块 的发展趋势
World Class Manufacturing g – Expansion p into Wuxi
Supporting Building: 5000 m2 CUB: 3000 m2 Others: 0.4km2 Phase 1 MFG & Office: 31,000 m2 Phase 2
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Some Cables in Datacenter (&Super Computers)
Intel’s CX4 Cables (20G)
Roadrunner
2007-08, Intel’s AOC in World’s Fastest Super Computer
QSFP Cable for Infiniband (40/56G)
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Example of Innovation: Industry First DML for 10GEPON OLT
Demoed 10GEPON PRX40 OLT Triplexer p in 2013 First 1577nm DML (Directly modulated laser) to transmit up to 20km reach High optical power: (~7dBm) to support above 1:64 split ratio Enabler for XFP (3-port) (3 port) or SFP+ SFP (2 (2-port) port) modules
SFP+ and QSFP Cables (10/40G) for Ethernet
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Benefits: Light, Thin, Flexible Distance, Lower cost
半导体光模组: 电子消费产品中现在和未来的应用
•光鼠标,CD, DVD 都是 光收发模块; • 量大价低,得到广泛应 用 光鼠标 •未来的有源光缆? 一类光鼠标芯片
K Korea
Transceiver & Linecard OSA WSS/Passives MFG
(Engineering Teams)
IT Finance Quality
HR
Part of the global organization
Global mfg infrastructure
Corporate
OFC Demo 20km 1x64
BB Eye
20km Eye
Fiber power 6.3dBm; ER 6.75dB
Over 20km at 1577nm
菲尼萨中国的成长
About Finisar Shanghai/Wuxi
Number of colleagues: Total T t l employees: l Engineers: ~2800 2800 ~400 Manufacturing Space: Total T t l floor fl space: 20,000M 20 000M2
NPI/Mfg / g
NPI ME
Shared Engineering Resources
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Samples of Shanghai Transceiver R&D Projects
Quadwire
C.wire
SNAP12
SFP+ wire
CXP
QSFP SR4
Optical Engine
XFP
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Collaborate
Help
Complement
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Finisar China’ China Engineering Teams
R&D
Independent depe de t R&D & Co-Development Continuous Eng. Automation Process Development Test Development
Majority of optical components used in Finisar modules are designed and manufactured in-house
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TO can technology – high volume, low cost Cooled box technology – higher performance for longer reach, higher speeds and tunable applications
ISO9000 Certified factory Passed many tough customer audits
Dining Room Factory/Labs
Office
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Finisar Shanghai’s Shanghai s Past Growth
Revenue ($M)
210 180 150 120 90 60 30 0 136 98.9 69.9 1 2.4 4.7 4.1 6.3 9.4 13.6 20.7 210
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Projected Industrial Growth (Module Revenue)
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数据通讯市场的趋势
Datacenter Technology Trend Drive Di t to 40G/100G and db beyond d Optics replacing copper (even for shorter distance) Moving to flatter, 2-tier networks based on replication of common racks E t Enterprise i Technology T h l T Trend d Increasing adoption of 40G/100G Ethernet Fiber Fib Ch Channel li is still till strong(8G t (8G t to 16G) Optics represents an increasing share of the total costs Long term trend to move infrastructure f to colo and cloud services;
100,000,000 VCSEL shipped First to Market - 100GE CFP Modules - 16G FC Transceivers
9500 Employees 150 Millionth VCSEL shipped 1000+ US patents First to Demo: Directly modulated (DFB) 100GE CFP2 LR4 Modules
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Acquisition
Founded
IPO 200 Employees, Raised $149M;
2800 Employees 10 Millionth Transceiver shipped
World’s World s Largest Supplier of Fiber Optic Components
HDMI Cable
Thunder Bolt
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小结
菲尼萨目前的成功有赖于不懈的努力, 尤其是对研发的 长期高投入和对垂直整合的坚持; 菲尼萨中国的发展是公司重要的长期战略,也已经初 见成果; 菲尼萨对数据和传输并重 最近,数据通讯,尤其是 菲尼萨对数据和传输并重。 与数据中心相关的产品增长迅速; 未来数据光通讯会向更高的速率,更短的距离拓展。 市场前景非常广阔。
Majority revenue contains internallydesigned optical chips: hi VCSEL VCSELs,
Fabry-Perot & DFB lasers, Tunable lasers, Photodetectors
In-House Optical Packaging
•Courtesy of Finisar Marketing team.
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Data Centers, Large and Small
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Large-Scale Datacenter (Web 2.0 and Cloud) A hit t Architectures are Flattening Fl tt i
Finisar’s Finisar s Strengths
Long g term view and stability y of manpower, p , organization, strategic goals; Respectful p y culture company Consistent high R&D investment Consistent, Internal manufacturing E h i on quality Emphasis lit
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Finisar’s Finisar s Growth in Fiber Optical Field
Merged with largest optical components supplier First: - Public demo of 17Gb/s VCSEL Technology - 150 Gb/s parallel active optical cables First to Market - CWDM/DWDM GBIC Transceiver - XFP Transceiver First To Market Finisar’s Gb/s MM Trx adopted by Fiber Channel standard, later Gig E Standard