Avago's Unique Collaboration with Corning - Analyst Blog
12 Marzo 2013 - 12:20PM
Zacks
Avago Technologies
Limited (AVGO) recently collaborated with Corning
Inc. (GLW) to develop new optical cabling connectivity
solutions to provide its clients with greater flexibility in
solving the prevailing challenges of the data center environment.
In addition to an expansion in product portfolio, the strategic
move is also expected to augment the individual revenues of the
respective companies and strengthen their position in the
market.
While Avago has developed various pluggable transceivers and
optical engines for the Ethernet, Storage, and high performance
computing applications, Corning has indigenously developed a new
high-bandwidth optical solution for wider applications. With this
collaboration, the companies expect to provide new optical
connectivity solutions to address the ever increasing demands for
high-bandwidth services, driven by applications such as HD (high
definition) video to end devices, mobile data, and cloud computing
and hosted applications.
By increasing the bandwidth from 10G to 40G to 100G and beyond, the
network becomes more programmable, thereby unlocking new potential
architectural capabilities. Through this collaboration, Avago
anticipates offering optical product solutions that are both
economical and technologically advanced for an effective and fast
data transfer system.
With an expertise in compound semiconductor design and processing,
Avago is a premier designer, developer and global supplier of a
broad range of analog, mixed signal and optoelectronics components
and subsystems. The company boasts over 4,200 patents serving three
primary target markets: wireless communications, wired
infrastructure, and industrial and other.
On the other hand, Corning is a leading manufacturer of specialty
glass and ceramics. With over 160 years of experience, Corning
offers keystone components that enable high-technology systems for
consumer electronics, mobile emission control, telecommunications
and life sciences. Its product portfolio includes glass substrates
for LCD televisions, computer monitors and laptops; ceramic
substrates and filters for mobile emission control systems; optical
fiber, cable, hardware & equipment for telecommunications
networks; and optical biosensors for drug discovery.
Avago faces stiff competition from other players in the market such
as Rambus Inc. (RMBS) and PLX Technology
Inc. (PLXT), each carrying Zacks Rank #1 (Strong Buy).
However, Avago presently has a Zacks Rank #3 (hold).
AVAGO TECHNOLOG (AVGO): Free Stock Analysis Report
CORNING INC (GLW): Free Stock Analysis Report
PLX TECH INC (PLXT): Free Stock Analysis Report
RAMBUS INC (RMBS): Free Stock Analysis Report
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