While Intel has its separate thread, here info and discussion of other companies producing in the 100G space

From User 47433978 (see here for original)

I do not have channel information you ask for about Intel, but the following competitor analysis I address to you in this SA post on August 25 is still fundamentally intact now:

"Allow me to add some granularity on your comprehensive competition analysis on 100G QSFP28 CWDM4, 2km :
1. 100G cwdm4 producer also include ColorChip, Source Photonics. ColorChip uses a DML laser, contract FN for manufacturing. Source Photonics uses EML laser. Visit websites FFI.

2. InnoLights buys DML laser outside. A well-organized Shanghai CM in China, back away from Wall Street IPO in 2015 after investment from Google.

3. LITE, FNSR, OCLR all use EML lasers, and generate good sales in 100G QSFP L4 (10km reach). But EML laser, requires cooling is costly for cwdm4(2km reach), so companies using EML laser for cwdm products are not competitive as AAOI uses DFB DML type non-cooled laser. Visit each company catalogue FFI.

4. Luxtera and INTC trying to market SiPH cwdm4 products. Luxtera now uses an external laser on SiPH PIC, same process as AAOI. INTC cwdm product needs to overcome insertion loss and temperature issues from what I read.

5. I find no information as how successful INTC on its Hybrid Silicon Technology in making the QSFP type CWDM products. My opinion is if SiPH technology is not developed fully to on-chip or on-package stage, Intel cannot compete in the QSFP and OBO type product format after additional packaging cost and third party CM cost add up. INTC to become a dark horse could be 10 years away, sooner if they can achieve the die level integration of switching IC and optics IC.ie do without port plugging.

6. So from the above information, I have confidence in AAOI’s self-claiming, the lowest cost producer for 100G QSFP28 CWDM4 transceivers at least for now."

I also addressed at this board on August 24 the following,

" My view is when they progress to the stage of putting optics on-package and on-processor, the products will be IC foundry manufactured and will be disruptive to current FO companies including AAOI. My view is that day won't come in 10 years. The current At-board edge product (QSFPx) including 100G,200G,400G, or even 800G can play up to 2023 for up to 25.6TB rack density. At higher than 25.6TB, the high count foot prints (I/O) of switching IC is the limit for QSFPx products and the on-board product (OBO) will overlap and thrive up to 2017. AAOI can play well in these two form factors, QSFPx, and OBO and they have shown products in their technology roadmap."

SiPH is nothing to be afraid of. AAOI already has SiPh component in existing CWDM4 products and SiPh based long reach products in 400G technology map. AAOI has now two locations, i.e. US and Taiwan with SiPH products, presumably designed in-house and made by local merchant IC foundries. The 6" or 8" wafer CMOS foundry is fully depreciated for Taiwanese merchant foundry and readily accessible for AAOI assembly site in Taiwan. Note that Taiwan is the CM capital of electronic assembly primarily for US giants like Apple, Tesla, Nvda etc. I believe AAOI has inherent edge over its US peers in managing the supply chain cost due to its long time working relationship with local industry in Taiwan.

So I believe AAOI is still the lowest cost producer for 100G QSFP cwdm4 as of now. If AWS buying elsewhere in 3Q or after, AWS is paying premium or the seller is sacrificing GP to gain entrance, not a long term lasting strategy. 
My model shows EPS2017 for AAOI is $4.99. I base nonAWS revenue will grow $19 million in Q4 to $83 million, AWS remains@$9 million.

Note that cwdm4 laser is still in short supply. CM like InnoLight gaining market share even with higher cost buying laser from OCLR tells why Non-AWS customers grab AAOI CWDM products with revenues increased notably in Q3.

PCL Technologies, a CM in Taiwan for Cisco, AVGO trying 100G QSFP cwdm on market by Q4 for customers in US. The Laser supply: VCSEL from Broadcom, 25G DFB from Melco, EML from Sumitomo. Like InnoLight depending EML laser from OCLR, PCL get lasers from outside sources. More cost to build transceivers. The Taiwan stock of PCL enjoys PE at 22. While AAOI's PE only < 10, the US market now is depressing the AAOI valuation down to unreasonably low point. Who is smarter investor? Time will tell!

User 47433978

Then there are these:

Kaiam, a leader in advanced data center products, today announced General Availability of the XQX5000-series of QSFP28 100G-CWDM4 transceivers based on its innovative LightScale2 platform. The product is qualified at multiple premier customers and volume production out of Kaiam’s Livingston, UK facility is meeting high demand.

Kaiam Announces LightScale™2 Platform Volume Shipments for 100G CWDM4 – KAIAM

ColorChip will be exhibiting a family of 100G QSFP28 transceiver products this week during the 2017 European Conference for Optical Communication (ECOC), providing  ideal optical interconnect solutions from 100m to 10,000m.  The 100G product family is in volume production as ColorChip has significantly expanded the production facilities in both Israel and with Contract Manufacturer Fabrinet. ColorChip's SystemOnGlassTM platform provides an ideal solution for current datacenter needs, as well as technology building blocks to support the next generation PAM4 solutions at 200G/400G data rates. Hyper-Scale 100G QSFP28 Transceivers for applications from 100m to 10km During the exhibition, ColorChip will exhibit a family of 100G QSFP28 Transceivers, all in high volume production and based on ColorChip's patented SystemOnGlass™ (SOGTM) TOSA/ROSA platform.  The demonstration will include the 100G 500m CWDM-Lite datacenter transceiver, accepted by the Open Compute Project (OCP), as well as the MSA compliant 2km CWDM4 and 10km 4WDM-10 offerings.  The 100G transceivers are based on uncooled DML's on the CWDM grid and characterized by typical power consumption of 2.6W, highly compact QSFP28 packaging and a standard Duplex LC optical interconnect.

ColorChip Exhibiting Family of 100G QSFP28 Transceivers, Providing Building Block Platform for Optical Interconnect Solutions to 200/400G and Beyond – Color-Chip

(Marketwired - Mar 20, 2017) Luxtera, the global leader in Silicon Photonics, today announced the sampling of its 100G-CWDM2 QSFP optical transceiver module. Leveraging Luxtera's latest silicon photonics chipset, the LUX45202 optical transceiver was developed to target 100G buildouts for cloud, enterprise, and high performance computing end users. The LUX45202 offers customers superior performance and reliability, at a price point that makes it the leading 100G duplex solution on the market. These benefits are realized by implementing PAM-4 modulation, which allows the LUX45202 to accomplish with two lasers what today's solutions require four lasers to achieve. "Cisco is always looking for the best possible optics for use in its platforms, and Silicon Photonics has long been seen as a critical element for 100G data center systems," said Bill Gartner, VP and GM at Cisco. "Cisco is excited to see Luxtera delivering high-density, low-cost 100G data center solutions offering disruptive opportunities for our cloud and enterprise customers."

Luxtera Debuts Duplex 100G-CWDM2 Optical Transceiver Module at OFC 2017

And a report on their Silicon Photonics efforts and roadmap

Silicon Photonics Transceivers for Hyper‐Scale  Datacenters: Deployment and Roadmap

Microsoft PowerPoint - Luxtera Presentation for ECOC 2016 Datacenter Workshop 2016 RED

There is a great article from Jay Deahna, who remains very bullish:

The primary competitors pointed to by the bearish thesis that could take material market share away from Applied Opto as soon as 4Q 2017 are Intel (INTC) and Fabrinet (FN)/MACOM (MTSI). This would clearly be horrible for Applied Opto and AAOI shares. So I did my best to research this topic over the past several weeks.

Applied Optoelectronics: Thoughts On Competition, Q4, And Staying Long - Applied Optoelectronics, Inc. (NASDAQ:AAOI) | Seeking Alpha

And a comment from Koch111:

Koch111

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INTC has also CWDM4
http://intel.ly/2yk9y2U
Don´t forget KAIAM with 100Gbps CWDM4 also SiP
http://bit.ly/2zCzWC9
Available for volume shipments.
And ColorChip 
http://bit.ly/2ywKcxY
And Luxtera with 100Gbps PSM4
http://bit.ly/2xXMySO
as you wrote

Applied Optoelectronics: Thoughts On Competition, Q4, And Staying Long - Applied Optoelectronics, Inc. (NASDAQ:AAOI) | Seeking Alpha

ColorChip Ltd., a leader in hyper-scale single mode fiber optical transceivers for datacenters and HPCs applications, will take part in a demonstration of a next generation SDN platform using intelligent software defined networks. ColorChip's 100G QSFP28 2km CWDM4 and 10km 4WDM transceivers, used in Data Center Interconnect links, will be demonstrated in Caltech's booth #663 on November 13th-17th during SuperComputing 2017 Exhibition in Denver, Colorado, USA.

ColorChip’s 100G 2km CWDM4 and 10km 4WDM-10 Transceivers to be Demonstrated in Next Generation SDN