Infrastructure Suppliers

Given the size and breadth of telecom equipment offerings from Alcatel (ALU) and Tellabs (TLAB) it is likely these two will get the bulk of the fiber business. However, the following are some smaller companies with infrastructure offerings as well:

EMCORE (EMKR) has a wide offering of fiber optics products and could possibly become a notable player as fiber optics continue to grow.

AFL Telecommunications provides fiber optic products and services to the telecommunications industry. They are completely tied to the success of fiber optics in this industry. AFL is part of Fujikura (TYO:5803).

Tyco Electronics primarily produces undersea fiber optic networks (about 7% of revenue in Q2 2008), but they also provide fiber optic infrastructure that is used in FTTH.

Preformed Line Products provides fiber optic infrastructure products such as fiber optic closures and cable connectors, as well as many others.

ANADIGICS makes FTTH amplifiers. The amplifiers deliver performance for digital and analog TV applications by providing the video transition from the optical network terminal.

Corning makes optical fibers for the cables. Corning made an important development when they created a bendable fiber in 2007 which is specifically vital for the fiber optics used in New York due the tight requirements of many of its older buildings.

ADC Telecommunications provides fiber optic infrastructure products and services.

October 19, 2011

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