Neophotonics's Comment on Competition and Industry Peers
The market for optical communications systems is highly competitive. While no
single company competes with us across all of our product areas, our competitors
range from large international companies offering a wide range of products to
smaller companies specializing in narrow markets. We believe the principal competitive
factors in this market are:
ability to provide leading edge technologies for high speed communications;
ability to design and manufacture high quality, reliable products, including customized
solutions;
breadth of product solutions;
price to performance characteristics;
ability to quickly and consistently produce in high volume and high quality;
ability to meet customers’ specific requirements;
ability to meet customer lead time demands;
financial stability; and
depth of relationships with and proximity to key customers globally.
We believe we compete favorably with respect to these factors. We believe our
principal competitors include:
Furukawa Co., Ltd., Fujitsu Optical Components Limited, NTT Electronics Corporation,
Oclaro, Inc., Sumitomo, Finisar, Lumentum Holdings Inc. (formerly JDS Uniphase
Corporation) and others in Coherent products;
Accelink Technologies Co., Ltd., Broadcom (formerly Avago), Finisar, InnoLight
Technology Corporation, M/A-Com, Inc, Oclaro, Source Photonics, Inc., Sumitomo
and others in Data center and Client side products;
Lumentum and NTT Electronics Corporation in switching; and
Lumentum, NTT Electronics Corporation, M/A-Com, Inc., Oclaro, Inc., Sumitomo and
others in Network Products and Solutions.
