A늌W

2013 Seminar

20130119(Stanford, CA)

How the explosion of Cloud Computing is changing the Optical Transceiver Industry

Abstract:

The Optical Transceiver Industry is traditionally a very competitive market and a tough business environment. Dominated by a few major OEM customers with a low barrier to entry, the industry has seen optical transceiver suppliers struggling to achieve profitability and stay in business.

The explosion of Cloud Computing applications and the proliferation of data centers will dramatically change the landscape of the optical transceiver industry. The optical I/O requirements for data centers are different from the legacy telecommunications or enterprise networking. The customer base is changing, moving away from major equipment OEMs to data center operators and to system integrators. The traditional supply chain model is broken, creating more profitable opportunities for transceiver suppliers. The advent of data center driven optical solutions is also changing the product definition and product cycles of the optical transceivers. It is high time for optical transceiver companies to launch new product roadmap and go-to-market strategies to ride the wave of the Cloud Computing paradigm shift.

Biography:

Mr. Mok is an international marketing executive in the Telecommunications Industry with thirty years of experience in both Fortune 500 and start-up companies. He joined Hambrecht and Quist (now JP Morgan Chase) in the early 1980s as a Communications Technology Analyst. From 1985 to 1992, he was Director of International Marketing for GTE (now Verizon). He won outstanding sales achievement awards and received several Presidents quality awards for distinguished management achievements. From 1993 to 1999, he worked as an International Business Development Executive assisting several Fortune 500 companies to develop telecommunications businesses in Asia and South America. Mr. Mok co-founded Pine Photonics in April 2000. He grew the company significantly despite a severe industry downturn and sold the company to Opnext in 2003. In 2008, Mr. Mok co-founded Innolight Technology Corporation. In just 4 years, Innolight has successfully developed businesses in all major continents in the world and is now the leader in 10G/40G/100G optical transceivers in China. Mr. Mok received a MBA degree from University of Santa Clara, and a M.S. from Texas A&M University.