https://www.linkedin.com/feed/update/urn:li:activity:6364991045922541568""PHOTONICS WEST 2018"

"No, more like Photonics International or Photonics growth. The high volume photonics industry used to be dominated by fiber optics for telecom, then it was fiber optics for datacom. What Photonics West promised this year and their is evidence the trend has already started is high volume markets driven by sensors, inline inspection, Lidar, AR/VR. This time most companies talk about maintaining gross margin rather than a race for market share no matter the cost. That augurs well for the industry."

Mike Powell

WCP Photonics M&A Report 2016 (Nov 30, 2016)

The report is a compact summary giving a brief orientation to Photonics communications, a review of the M&A market in this space since 2005 with an overview of the key trends driving this M&A market.

Key insights are;

•Values in the photonics M&A market are recovering and expected to accelerate

•This is likely to drive investment quanta and valuations in photonics start-up and growth companies as investors realise there are superior gains to be garnered.

•The value of the photonics modules market segment is growing faster than the system market

•Much of the improved financial performance is driven by Photonics penetrating the internal datacentre connect market.

•The BOM for datacentre interconnect is approximately 80% photonic, while that for the more mature Packet optical market is less than 50%  

Download the report by clicking the link below or email Mike.Powell@Woodsidecap.com for a copy

https://view.attach.io/Sye1U2nMe