Microchip introduced a new portfolio of optical Ethernet PHY transceivers, offering 10 Gbps and 25 Gbps variants that incorporate IEEE 1588 Precision Time Protocol (PTP) and MACsec encryption. The devices deliver sub‑nanosecond (<1 ns) synchronization accuracy and secure data transmission, and support link lengths of up to 10 km over single‑mode fiber. They can be deployed in optical or direct‑attach copper form factors, providing scalable and secure connectivity across distributed infrastructures.
The product line includes LAN826x transceivers that support up to 10 Gbps and LAN804x transceivers that support up to 25 Gbps. Both variants feature integrated security and low‑latency capabilities, and are available for purchase in production quantities.
The launch aligns with Microchip’s strategy to deliver secure, high‑speed connectivity for smart factories, telecommunications, robotics, and edge data‑center deployments. It complements recent introductions of the TimeProvider 4500 v3 grandmaster clock and SkyWire technology, reinforcing the company’s focus on resilient, GNSS‑independent timing solutions.
In the third quarter of fiscal 2025, Microchip reported net sales of $1.026 billion, a 41.9 % decline from the same period a year earlier, and a 48.4 % decline from the prior quarter. CEO Rich Bittman highlighted inventory levels of 266 days and the need to realign the business to address margin compression.
The company faces competitive pressure from Broadcom, Marvell, and NXP, but its integrated PTP and MACsec features aim to differentiate its transceivers in the growing edge‑computing and industrial automation markets.
Market trends indicate increasing demand for deterministic, secure networking, with edge computing expected to process a larger share of data at the source. Microchip’s new transceivers position it to capture this growth while navigating current supply‑chain and inventory challenges.
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