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Showing Posts From: Vertical Integration

Huawei May Hit Optics Component Space with Both Barrels

fibeReality believes that Huawei Technologies is striving to develop coherent optics and optical switching components, as well as potentially other types of new devices further down the food chain with the intent of going head-to-head across the world with major competitors in the market, including Finisar, Lumentum Holdings, and Oclaro. It seems that a logical…

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Top 10 Enigmas at Infinera’s Analyst Day

Our initial thoughts on Insight Infinera 2016, as outlined on our daily updates page over a week ago, was partially that “time will unlikely be a friend [to the vendor] as questions over long-term survivability are apt to become more pronounced.” We also stated that “[t]he only edge that we have been aware of over…

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Acacia’s Bridge Too Far

The photo associated with this article shows the Arnhem John Frost bridge in the Netherlands, which became really famous with the 1977 epic film, A Bridge Too Far, which depicted the tragic and overreaching allied scheme, Operation Market Garden, in September 1944 to end the war in the European theater by Christmas. Of course, when…

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Juniper’s Aurrion Buyout: Tech Nightmare?

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 of transceivers as well as maybe strengthen its competitive position by acquiring intellectual property. Yet, its purchase of Aurrion and its complex set of moving parts at what seems to…

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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 be way past time to concede that there may never be much of a positive change in the future. Actually, the nature of DWDM itself right from the beginning and…

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Ciena’s New Obsession with Vertical Integration

Ciena’s purchase of several assets from TeraXion represents the first time that the system player has acquired just components as opposed to full systems from an outside vendor, symbolizing an evolving shift in philosophy over the last several years away from less of a reliance on merchant componentry suppliers to more internal development and construction….

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