LATEST BLOG
Lumentum 3DS at Apple: A Competitive Analysis
Right now, it seems that Lumentum’s primary challengers for VCSELs for 3D Sensing (3DS) applications for use in Apple’s iPhones will probably remain both Finisar and II-VI indefinitely. We strongly suspect that this large customer is champing at...
Incredible Shrinking 3DS VCSEL Margins Projected
With eventually five or more six-inch VCSEL fab manufacturers playing in the worldwide 3D sensing space, the generation of impressive margins will get increasingly tougher, as they are
ams: Turnkey Play for Android VCSELs
We recently looked at the negative ramifications for VCSEL vendors supplying Apple for 3D Sensing (3DS) purposes, as the iPhone supplier
Finisar/II-VI: Elongated 3D Sensing Ramp
At least a few analysts on the Street are asking: Why is the time for FinisarMission Statement
The purpose of fibeReality, an independent consulting and market intelligence firm, specializing in the telecom and data communications optical industry: to painstakingly and relentlessly provide the most accurate, forthright, and exclusive commentary on developments in the space; to fearlessly express the most objective views; to offer brutally honest advice to our customers; to never shill for any company or solution; and to abide by the highest ethical standards.
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