As a complementary piece to our last article, “Throwing Down the Gauntlet at ECOC 2019,” we provide some other final thoughts on the conference, including…
Category: Supply Chain Management
New Optical Ecosystem at Jabil
After over 15 years of both optical component and system suppliers struggling to generate meaningful margins in the telecom and data communications market, it may…
Singapore: GlobalFoundries/Coherent/Poet
As a delegate to the EPIC mission to Singapore, this writer was impressed by the entrepreneurial enthusiasm, work ethic, and exceptional hospitality of the people…
Finisar: 3D-Sensing Opportunity in Context
As we pointed out in a recent blog post, Finisar’s potential for diversifying its VCSEL business into the smart phone business should not be characterized as…
Higher Stakes with Web 2.0 Undersea Apps
One of the most interesting discussions at the OIDA Executive Forum Program will be the panel on “Internet Content Providers Building Out Undersea Networks –…
Oclaro’s Limited Options?
Regular followers of our other blog were able to read the recent article, “Oclaro’s Possible Mistake,” in which we stated: “While we have been very…
ADVA/MRV: Another Ecosystem Break
In the past, we have provided countless examples of the dominant ICPs demonstrating an unsatisfactory amount of concern for the long-term viability…
MACOM and Fabrinet: Sound of Silence
On our daily market perspectives page, we have been discussing the mystery surrounding the lack of discussion on Amazon at public events involving MACOM Technology…
Fabrinet’s Mad Rush to Product Diversity
fibeReality predicted a year ago that Huawei Technologies would start producing new types of optical components in-house, which evidently was substantiated in a news report…
Lumentum + Oclaro: Ecosystem/Profit Bust
For a while (we mentioned a cloud bubble for components in April, 2015), fibeReality has been discussing the idea of a collapsing optical ecosystem principally…