Technology
Gene Munster: Apple's still well-positioned in AR, despite Finisar
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Optical products and laser manufacturer II-VI announced on Friday that it will purchase its competitor Finisar for $3.2B. II-VI and Finisar both produce optical communications products sold mainly to telecom companies and datacenters. These two companies are also Apple’s 2nd and 3rd largest suppliers of VCSEL [vertical-cavity surface-emitting laser] arrays — behind Lumentum — for augmented reality applications.
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(emphases mine)
My take: “Apple is putting the hammer down in AR,” Munster wrote last year in one of his several notes about Finisar and their VCSEL [vertical-cavity surface-emitting laser] technology. The assumption is that Apple’s edge in AR is an edge in autonomous transportation.
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