“The cost and performance of the PIC will continue to improve. The economics of integrating multiple optical devices onto a chip gives us very significant opportunities to continue to drive performance up and costs down.”
“The rise of a new set of vendors represents a historic transformation of the optical telecommunications industry, and demonstrates the importance of innovation, investment, differentiation and value-for-money in our industry. Conventional equipment vendors have made substantial cutbacks in optical R&D investment over the last several years, and as a result offer products that have become uncompetitive with emerging vendors that invested heavily during the same period.”
