Opto component suppliers to profit through diversifying and outsourcing

摘要

For their fiscal Q2/2006 (to end-December 2005), the financial results of the three largest optical component, module and subsystem manufacturers, JDSU, Bookham and Avanex, are experiencing growing demand year-on-year as the optical communications sector recoves and as they diversify into non-telecom sectors. All have also continued to cut operating costs and cash burn rate, i.e. by transfering manufacturing (particularly assembly and test) to low-cost regions China and south-east Asia, positioning them to profit as the market recovery gathers pace.