Juniper Networks probably had very good reasons for becoming more vertically integrated in the optical space including perhaps the need to internally control its supply…
Category: Wafers
Lumentum Overtaken by Finisar at Apple?
When it comes to 3D-sensors, both Lumentum Holdings and Finisar are being gutsy in striving to make a tremendous amount of penetration, not only away…
Lumentum: The Street’s Latest Sacred Cow
There was Infinera with the unflinching belief of the cost benefits of PICs (which in our opinion, was never proven), and being oblivious to a…
Finisar: New Chip-Centric Frame of Mind
While Finisar’s selection of its new CEO, Michael Hurlston, pretty much an outsider from the optical realm (the only exception may be an executive position…
Lumentum: Benefit of the Doubt
During the summer of 2017, to the best of our knowledge, there were major technical problems at Apple with Lumentum’s six-inch VCSEL wafers (including with…
Finisar/II-VI: Elongated 3D Sensing Ramp
At least a few analysts on the Street are asking: Why is the time for Finisar and II-VI seemingly so extended out for a considerable…
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,…
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…
Apple Story of Shot Across Lumentum Bow
fibeReality understands that a partial reason for the Street hitting Lumentum so hard several days ago was a note from CLSA that Apple is designing…
II-VI: Disentangling Finisar at Both Ends
While there was initially hope on the part of at least some executives at Finisar with the new corporate leadership, it left a lot to…
