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…
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…
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…
Finisar Gives II-VI Design Arm to Apple
In fibeReality’s last blog piece we stated that Apple “had benefitted from its association with…technologists, [including those that have been part of Finisar’s 3DS (3D…
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…
CommScope/Arris Combo: Sway of MSOs
Assuming the report of negotiations in Reuters is true, and if CommScope decides to purchase Arris International, despite dealing with some difficulties, it would likely…
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…
Finisar CEO’s Babe-in-the-Woods Rhetoric
In an article published this month, Finisar’s CEO, Michael Hurlston said: “To be truthful, I didn’t know much about optics.” Certainly, by now, such a…
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,…
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 has transformed the business…
