Vik's Newsletter Community/Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat

  • $75

Lasers for CPO/NPO: Part 2 – Lumentum’s Technology and Moat

  • Download
  • 2 files

Part 2 of the UHP laser series works through how the four walls from Part 1 get solved, using the 2007 JDS Uniphase paper and Lumentum's 2022 CLEO paper as the case study. Covers κL, cavity length tradeoffs, reliability, and mode stability, then examines where the moat actually sits once you accept that the physics is well understood.

Contents

What it covers:

  • Why linewidth broadens at high power when the linewidth equation predicts it should narrow, and the two mechanisms behind it

  • κL as the design knob, and why 0.7 is the value that gets picked

  • How cavity length is chosen, and what going from 1.5 mm to 4 mm buys and costs

  • What longer cavities mean for reliability and mode stability

  • Why the physics is not the moat

  • Why maximum laser power does not decide the winner, and what "good enough" means for a CPO or NPO system

  • What can and cannot be concluded about Coherent, Broadcom, Sumitomo, and Applied Optoelectronics from public information

For investors and engineers who want to judge UHP laser claims themselves rather than take the consensus on trust.

Reading Part 1 first is recommended.

LasersForCPONPOPart2.epub
  • 437 KB
Lasers for CPO_NPO_ Part 2 - Lumentum's Te - Vikram Sekar.pdf
  • 966 KB