Lumentum Capacity Strained: What Other Key Businesses Beyond EMLs and CW Lasers?
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Dolphin Research continues its breakdown of Lumentum: EMLs anchor the profit base of pluggable optical modules, while high-power discrete UHP CW lasers bet on next-generation CPO/NPO architectures. With high-end laser chips severely undersupplied, leading manufacturers with in-house capacity are reaping price increases, long-term orders and rising gross margins at the same time.
From OFweek Laser Network · News
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- OFweek Laser Network · NewsLumentum Capacity Squeeze: What Else Is in Its Arsenal Beyond EMLs and CW Lasers?
Dolphin Research continues its breakdown of Lumentum: EMLs anchor the profit base of pluggable optical modules, while high-power discrete UHP CW lasers bet on next-generation CPO/NPO architectures. With high-end laser chips severely undersupplied, leading manufacturers with in-house capacity are reaping price increases, long-term orders and rising gross margins at the same time.