Optics Reports
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Risk of Lumentum Applying 3D Sensing Business Model Across Firm
$500.00Published August 15, 2021. 30 pages
Although fibeReality expects Lumentum Holdings to remain in a strong competitive position with its 3D-sensing business, the supplier is facing two substantial direct threats: 1) a decline in its share of the 940nm market and 2) II-VI has at a minimum, the potential for developing a more competitive cost structure because of its vertical integration of epi growth, fab, and reliability testing, which may allow it to grab an even more noticeable share away from the leader.
Ciena’s Clash with Cannibalization at Webscale Operators
$500.00Published June 4, 2020. 30 pages
Ciena is at an important inflection point involving its future strategy. Its biggest, near-term struggle right now seems to be in adequately responding to the demands of the hyperscale data center operators for a 400-gig ZR device, the total world market we project to grow to $175 million in 2023.
