The two companies validated Infinera’s photonic integrated circuit (PIC)-based platforms over Lumentum’s white box optical line system, conducting the tests at Infinera’s facilities in Sunnyvale, California. The test validated the white box’s ability to multiplex, amplify, transport, de-multiplex, and hand traffic back to Infinera’s terminals on both ends of a fiber optic cable.

Lumentum has a stronger position in China, since it's the primary datacom supplier for telecom giant Huawei, and its secondary business of industrial lasers cushions it from the cyclical swings of the fiber market. Wall Street expects Lumentum's revenue to rise 22% this year as its earnings soar 79%.