2007 rolling 4Q revenues of the top ten OC suppliers, with Emcore s revenues added to the total revenues of Intel s OCP

摘要

The OC industry needs stable suppliers that can grow both their bottom and top lines. Emcore has stayed competitive in the industry, mainly because it is vertically integrated. It makes its own lasers, including VCSELs. It also makes APD and pin receivers. Emcore nominally sells transceivers into the storage, Ethernet, telecom (client side), and broadband access (CATV and FTTx) markets. It has carved out a niche by successfully selling into challenging product areas like parallel optics and LX4-based transceivers. Ovum RHK believes Emcore has been successful at growing positive margins in these areas.