Neophotonics's Business Segments
Neophotonics's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Neophotonics does not report a distinct business-segment axis in its filings - its disaggregated revenue is disclosed by product and service category instead. See the Product & Service breakdown below.
Revenue Share by Region - FY
- Americas13.6%
Revenue by Geographic Region - FY
| Region | Revenue (Millions) | % of Total |
|---|---|---|
| Americas | $ 13 | 13.6% |
Revenue by Product & Service Category - FY
- High Speed93.7%
- Network Products and Solution6.3%
Revenue by Product & Service Category - FY
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| High Speed | $ 89 | 93.7% |
| Network Products and Solution | $ 6 | 6.3% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
Description of Neophotonics
Our High Speed Products for data rates of 100G and beyond comprised 83% of our revenues in 2017 and were 82% of our proforma 2016 revenue, excluding the revenue from our low speed transceiver products which were sold in January 2017. These Products use our Advanced Hybrid photonic Integration technology and are the core focus of our strategy. We believe that they are an important competitive differentiator.
1. High-Speed Products
High-Speed Products form the cornerstone of NeoPhotonics offerings, focusing on high-performance transmission and reception for optical networks. These products support ultra-high-speed optical transmission applications, including:
a. Transmitter Products
- Emitter Laser Devices (EMLs): Operate at 25 GBaud and higher speeds, capable of supporting 100G and beyond applications. Used in scenarios requiring high data throughput and reliability.
- Integrated Laser Drivers: Act as the power management solution for EMLs, controlling laser output for optimal performance.
- Modulator Drivers: Designed to convert electrical signals into optical signals, ensuring accurate data transmission.
b. Receiver Products
- Photodiode Receivers: Utilize advanced technology to detect and convert incoming optical signals back into electronic data streams for further processing.
c. Transceiver Modules
- Pluggable Transceiver Modules: Products like CFP2-LR4 are designed for high-speed data center and telecom client applications, integrating both transmitter and receiver functionalities into a single, compact unit.
Coherent Products
Coherent technology is a pivotal area of expertise for NeoPhotonics, enabling the transmission of larger data volumes over the same wavelength without increased spectral width. Key offerings include:
a. Coherent Optical Sub-Assemblies (COSA)
- Integrated Components: Combining both transmitter and receiver functions within a small, efficient design, the COSA facilitates the next generation of pluggable transceivers, optimized for space and performance.
b. Coherent Systems Components
- Ultra-Narrow Linewidth Tunable Lasers (NLW-TL): Provides the ultra-pure wavelengths necessary for robust coherent transmission.
- Coherent Micro-Modulators: Fully integrated devices that modulate light based on the intensity and phase of the signal.
- Integrated Coherent Receivers (ICRs): Decode complex signals that carry data encoded in both phase and polarization, essential for high-channel density systems.
c. High-Performance Coherent Modules
- CFP-DCO Transceivers: Combine various essential coherent components (NLW-ITLA, ICRs, modulators) into pluggable modules, delivering exceptional interoperability and performance.
Switching Products
NeoPhotonics Switching Products primarily support network management by enabling agile bandwidth allocation:
a. Multi-Cast Switches
- Dynamic Bandwidth Allocation: These products are specifically designed for ROADM (Reconfigurable Optical Add-Drop Multiplexer) nodes, allowing for efficient adjustments in response to rapidly changing traffic patterns in optical networks.
b. Software-Defined Networking (SDN)
- Provisions for SDN: The switching products facilitate the deployment of software-defined optical networks, allowing for flexible management of network resources by leveraging intelligence in software rather than hardware.
Network Products and Solutions
In addition to high-speed and coherent solutions, NeoPhotonics offers a range of Network Products and Solutions for users requiring lower speed or passive telecommunications equipment:
a. Components for Lower-Speed Networks
- Products supporting data transmission at various lower speeds that connect users to fiber infrastructure efficiently.
b. Passive Telecom Equipment
- Equipment that does not require an external power source or energy input, focusing on reliability and longevity within network frameworks.
Research and Development Capabilities
NeoPhotonics is committed to continuous innovation, focusing on next-generation optical technologies. Ongoing developments include:
- Next-Generation EMLs: The company is developing ultra-high-speed 56 GBaud EML and driver chipsets, pushing the envelope for single wavelength PAM4 100G applications, ultimately facilitating 400G intra-data center transmissions.
Conclusion
NeoPhotonics Corporations extensive portfolio includes a wide range of high-speed products, coherent optical components, flexible switching technologies, and comprehensive networking solutions. The company continues to innovate, positioning itself as a leader in the ultra-high-speed digital optical communications field. Through the efficient integration of cutting-edge technologies and ongoing research, NeoPhotonics strives to meet the evolving needs of modern telecommunications and data center applications.
