Electronics

Cloud Light Technology Limited

🌍 Official Website 🏢 HKSTP Source
92 Potential

Decision Maker

Admin Officer
enquiry.hk@lumentum.com
N/A
N/A
Raw Description
Cloud Light Technology Ltd., established in April 2018, was acquired by Lumentum Holdings Inc. ("Lumentum") (NASDAQ: LITE) in November 2023. | Cloud Light is an R&D centre in Hong Kong focusing on design, development, production and supply of cutting-edge fibre optic transceiver modules, active optical cables, optical finger navigation modules and custom optoelectronics solutions for data communications and automotive applications. Cloud Light’s unique optical finger navigation module has opened up a new era for the design of in-vehicle infotainment interfaces. | Lumentum is a market-leading designer and manufacturer of innovative optical and photonic products enabling optical networking and laser applications worldwide. Lumentum optical components and subsystems are part of virtually every type of telecom, enterprise, and data centre network. Lumentum lasers enable advanced manufacturing techniques and diverse applications including next-generation 3D sensing capabilities. Lumentum is headquartered in San Jose, California, with R&D, manufacturing, and sales offices worldwide. | Description | Enable data transmissions and data generation in the IoT age and bring fibre optic technology to automobiles and mobile phones. || Follow Us

Strategic Analysis

Executive Brief

Cloud Light Technology (a Lumentum subsidiary) is a premier designer of high-speed fiber optic transceivers and automotive optoelectronic modules. They specialize in high-density data center interconnects (800G+) and advanced sensing interfaces where thermal density and optical precision are the primary engineering constraints.

Strategic Fit & Lead Score

Lead Score: 92/100

Why this Score? Cloud Light operates at the "Thermal Wall" of optical networking. As they push from 400G to 800G and 1.6T transceivers, the heat flux from integrated DSPs and Laser Drivers exceeds the capabilities of traditional AlN (Aluminum Nitride) or Copper heat spreaders. Furthermore, their parent company, Lumentum, is a global leader in high-power diode lasers which require the extreme thermal conductivity of SCD (Single Crystal Diamond) for sub-mounts to prevent wavelength shifting and catastrophic optical mirror damage.

6C Solutions Proposal

Application Area 6C Solution Technical Value Prop
800G/1.6T Transceivers PCD Heat Spreaders Thermal conductivity up to 2000 W/mK (5x Copper). Reduces junction temperature of silicon photonics and DSPs, extending MTBF in hyperscale environments.
High-Power Laser Sub-mounts SCD (Single Crystal) Wafers Ultra-pure SCD with Ra < 1nm allows for direct bonding of laser die. Minimizes thermal expansion mismatch and maximizes power-per-emitter for Lumentum’s industrial lasers.
Optical Finger Navigation (OFN) Diamond-Like Protective Coatings Direct MPCVD diamond or dense DLC coating on automotive sensors. Provides Mohs 10 hardness for "infinity-life" scratch resistance in high-touch vehicle interiors.
Automotive LiDAR/Sensing Optical Grade PCD Windows High transparency across UV-IR spectrum with superior thermal stability. Prevents focal shift in LIDAR systems caused by external environmental temperature swings.
In-house Fab Integration Custom MPCVD System Build 6C can design and install a proprietary diamond growth reactor within Cloud Light/Lumentum facilities to vertically integrate the production of diamond-on-silicon or diamond sub-mounts.

Engagement Hooks

  • Technical Question: "With the roadmap moving toward 1.6T transceivers, how are you addressing the 'Thermal Bottleneck' where traditional ceramic heat spreaders can no longer keep the DSP and EML (Electro-absorption Modulated Laser) within the required ±5°C operating window?"
  • Value Statement: "6C’s MPCVD diamond technology allows Cloud Light to bypass the thermal limits of traditional materials, enabling the world’s most power-dense optical modules with passive cooling architectures."