Pai contends that the optical industry, after seeing years of annual price declines of 15% or more, is positioned for an improving environment, thanks in no small measure to significant consolidation in the industry.
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Similarly, the optical components industry has suffered from over-capacity for years, depressing profitability and returns.
Li Fei, analyst for Dagong Global Credit Rating Company and author of the bond rating report, told FORBES that optical fiber preform is the upstream product of the optical fiber industry and requires high technical content in its manufacturing techniques.
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Sycamore and Optical are just an early rumbling in the tectonic shift that has begun shaking the telecommunications industry: the move to optical networking, the hottest new market in high tech.
Dr. Rafi Gidron has the Midas touch: in 1997 he founded Chromatis to develop optical equipment for the telecom industry.
Indeed, Google said this week that it was not going to hang around waiting for the telecoms industry to build the new optical web.
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Sony's Balanced Optical SteadyShot has been perhaps one of the camcorder industry's greatest innovations in recent years, delivering a much smoother handheld picture by moving the entire lens module, rather than specific elements, to compensate for shake.
Plextor continues to deliver generations of innovative industry-leading products, including Blu-ray optical disc drives, solid state drives, digital video converters and multimedia devices.
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This will allow Verizon to deliver on the promise of cloud-based and mobility-enabled industry solutions, as well as enable rapid and automated recovery of complex optical mesh networks.
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They were only minor players in these erstwhile American-led industries in the 1980s but are now dominant in everything from optical fibers to smartphone components, not to mention virtually every serious manufacturing challenge in the aerospace industry.
As I noted in a post yesterday, the optical networking components companies were hit hard on Tuesday on a wave of concern about how the industry will be affected by damage to key contract manufacturer Fabrinet from the recent severe flooding in Thailand.
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