Oclaro | X-ON

Oclaro, Inc. (Nasdaq: OCLR), is a leader in optical components, modules, and subsystems for optical transport and metro networks, enterprise networks, and data centers. Leveraging more than three decades of innovation in laser technology, photonic integration, and transceiver/subsystem design, Oclaro’s solutions are at the heart of the fast optical networks and high-speed interconnects that are enabling the next wave of streaming video, cloud computing, voice over IP and other high-speed and bandwidth-intensive applications. Market Focus: Demand for bandwidth and low latency in the core network continues to explode, with video services, cloud computing, voice over IP and social media driving more network traffic. The telecommunications market has started to expand beyond the small number of very large equipment providers (OEMs), and is now migrating to captive networks, created solely for in-house use by large video services, search engine and cloud computing companies. In addition, the changing needs of the internet are driving an evolution in network topologies. This evolution, combined with the dramatic increase in the need for bandwidth and reduced latency, has created opportunities for new optical technologies and component innovations. At Oclaro, they are investing their R&D where their technology innovation delivers real value and differentiation for the customers they serve. With their heritage of optical innovation they are leading in the very high speed segments of the optical communications market at 40G and above. These solutions are targeted at three distinct, large and growing markets: Telecom Optical Networks The core optical network is at the heart of the Internet highway that provides the bandwidth, speed, reach and flexibility to run new and exciting applications such streaming video, social media, cloud computing and voice over IP. They are a leading supplier of optical products at the component, transceiver, and module level, including tunable lasers, receivers, and modulators, that are needed for high-speed transmission, and they are leading the fastest growing 100G segment. Enterprise Networks and Data Centers Enterprises and data centers have grown in complexity as they manage the rapidly escalating demands for increased bandwidth and diverse types of data driven through the consumerization of IT and the transition to SaaS services. These next generation architectures, such as hyperscale data centers, require very high speed interconnects to support intensive data traffic within and between corporate datacenters. They are a leading supplier of client-side and short reach optical transceivers at 10G, 40G, 100G and, in some cases, less than 10G, into data communications and enterprise solutions. Product Portfolio: Our products leverage photonics technologies to transmit, amplify, regenerate and receive data across fiber optic networks. These products enable their telecommunications and data communications customers to increase network bandwidth, reduce latency, and offer new services to their customers flexibly and cost effectively. At a high level, their products include: Tunable and fixed lasers and transmitters, Lithium niobate modulators, Receivers, Transceivers, Coherent pluggable modules. Worldwide Support and Manufacturing Strength To provide strong and localized customer support across the globe, they maintain R&D and product/sales support in Europe, Japan, the U.S. and China. Their worldwide manufacturing operations leverage innovation and vertical integration to provide customers with flexibility and faster time to market. They combine in-house and outsourced manufacturing to maximize flexibility and customer support. They operate R&D and chip fabrication facilities in the U.S., U.K., Italy, and Japan; in-house and contract manufacturing sites in China, Malaysia and Thailand; and design, sales and service organizations in each of the major regions around the world.

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