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Category: Supply Chain Management

New Optical Ecosystem at Jabil

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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…

Continue reading New Optical Ecosystem at Jabil

Singapore: GlobalFoundries/Coherent/Poet

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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…

Continue reading Singapore: GlobalFoundries/Coherent/Poet

Higher Stakes with Web 2.0 Undersea Apps

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One of the most interesting discussions at the OIDA Executive Forum Program will be the panel on “Internet Content Providers Building Out Undersea Networks –…

Continue reading Higher Stakes with Web 2.0 Undersea Apps

MACOM and Fabrinet: Sound of Silence

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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…

Continue reading MACOM and Fabrinet: Sound of Silence

Fabrinet’s Mad Rush to Product Diversity

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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…

Continue reading Fabrinet’s Mad Rush to Product Diversity

Oclaro: No Longer Counting on Buyout

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Evidently, Oclaro is starting to think outside the box in selecting Walter Jankovic as its new President, Optical Connectivity, as he was formerly with Contract…

Continue reading Oclaro: No Longer Counting on Buyout

Lumentum + Oclaro: Ecosystem/Profit Bust

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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…

Continue reading Lumentum + Oclaro: Ecosystem/Profit Bust

Fabrinet: Nuggets Search in Optics Mess

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All of the previous, unusual amount of commotion going on in the telecom/datacom optical market has been further complicated with the ban on sales to…

Continue reading Fabrinet: Nuggets Search in Optics Mess

Finisar/II-VI: Elongated 3D Sensing Ramp

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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…

Continue reading Finisar/II-VI: Elongated 3D Sensing Ramp

ams: Turnkey Play for Android VCSELs

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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…

Continue reading ams: Turnkey Play for Android VCSELs

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