Good question! You're right there are a handfull of major players here. They do differ in their contribution into the transceiver, their level of vertical integration, their manufacturing capacity etc. So while they are all involved in the process, it does vary a bit when you peel back the layers. But the major takeaway is that as the demand for these products go up, all companies that provide components or assembly benefit. When the supply:demand gets more balanced, that timing will be key to identify who is positioned the strongest to continue to capture dollars. I think that timeline will be in the next 12-18 months.
good work
Every body seems to be working on 800/1.6 transceivers?
Big market but what differentiates comps?
Good question! You're right there are a handfull of major players here. They do differ in their contribution into the transceiver, their level of vertical integration, their manufacturing capacity etc. So while they are all involved in the process, it does vary a bit when you peel back the layers. But the major takeaway is that as the demand for these products go up, all companies that provide components or assembly benefit. When the supply:demand gets more balanced, that timing will be key to identify who is positioned the strongest to continue to capture dollars. I think that timeline will be in the next 12-18 months.
Thanks!