wie gedacht ... man konnte Lumentum einiges abluchsen bei Apple und hat auch noch zusätzliche Designwins. Die Aussage, dass man eben aufgrund der Fertigungstiefe (vertikal) günstiger produzieren kann als andere ist ebenfalls sehr beruhigend ..
Yeah. My follow-up on 3DS with this particular -- the lead smartphone customer, is it just still you and Lumentum, or has there additional supplier in the supply chain?
Thanks, Dave. It's hard to say. We definitely -- as the numbers kind of can tell you, we believe we've been gaining significant share year over year, quarter over quarter. And ultimately, what really counts is the -- in a world where the product has to be replaceable, it has to be able to be replaced by competition then the major differentiation really come down to cost and quality and then the road map that we have with the customers.
So we think that from a cost structure standpoint, given our complete level of vertical integration. And then from a quality standpoint, as we reported over the past several quarters, reporting quarter over quarter zero DPPM shipments. I think we welcome additional competition. But for now, our growth and our share gains, including some new design wins is demonstrated by the numbers that we have reported. |