GoKawiilAdvanced Photonics Coalition releases standards for high-volume optical component manufacturing
The Advanced Photonics Coalition announced a set of new standards at the PECC Summit intended to enable high-volume manufacturing of optical networking equipment. The move comes as AI data centers push past copper's bandwidth limits and as optical component makers like Lumentum report being sold out of key parts through 2028-2029, partly due to supply constraints on materials like indium phosphide.
GoKawiil's interpretation of the reporting above, not reported fact.
Standardization could help the photonics supply chain scale faster by making components more interchangeable and manufacturable at volume, which McKinsey and others say is needed for technologies like co-packaged optics to become cost-effective. The persistent component shortages, highlighted by Lumentum's sold-out status and China's dominance in indium phosphide production, suggest the industry still faces real bottlenecks that standards alone may not immediately solve.
- APC unveiled new standards aimed at enabling high-volume optical networking manufacturing
- Lumentum says its optical components are sold out through 2028-2029, highlighting supply constraints
- AI data centers are pushing toward optical interconnects as copper hits bandwidth and power limits
Source: nextplatform.com — Joe Fay, 2026-10-25
Published there as: “APC says let there be light, with standards to speed up photonics manufacturing”
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