導(dǎo)讀:同Bookham首席通信官Steve Turley博士一席談
Dr. Steve Turley于2001年10月加入Bookham公司,擔(dān)任首席通信官。他負(fù)責(zé)領(lǐng)導(dǎo)銷(xiāo)售、市場(chǎng)以及產(chǎn)品和商業(yè)發(fā)展團(tuán)隊(duì)在世界范圍推廣公司產(chǎn)品戰(zhàn)略。在加入Bookham之前Dr. Steve Turley在北電光器件部門(mén)有25年工作經(jīng)驗(yàn)。Dr. Steve Turley博士畢業(yè)于Sheffield大學(xué)半導(dǎo)體激光器物理專(zhuān)業(yè),本科畢業(yè)于牛津大學(xué)物理系。
采訪者:CFOL主編
CFOL:Bookham,對(duì)于中國(guó)人來(lái)說(shuō)是個(gè)奇怪的名字,您能先給解釋一下嗎?能簡(jiǎn)單介紹一下公司的歷史嗎?
Dr. Steve Turley:Bookham這個(gè)名字是公司創(chuàng)始人和董事局主席Dr. Andrew Rickman出生的地名。創(chuàng)立Bookham公司之前,Dr. Andrew Rickman在牛津投資公司負(fù)責(zé)幫助新興公司尋求投資。他還是GenRad公司的信號(hào)處理領(lǐng)域的顧問(wèn),幫助其開(kāi)展硅谷地區(qū)的工作。投資顧問(wèn)的工作經(jīng)歷幫助Rickman確信光子技術(shù)是連接許多重要新興市場(chǎng)的關(guān)鍵。1988年他創(chuàng)立了Bookham公司,Intel和思科公司都是投資者之一。由于光纖通信的逐步發(fā)展,公司將發(fā)展重點(diǎn)從平面光路轉(zhuǎn)到光通信器件。2000年公司在那斯達(dá)克和倫敦證券市場(chǎng)上市,2002年2月收購(gòu)馬可尼公司光器件部,2002年11月收購(gòu)北電光器件部,F(xiàn)在Bookham擁有2000名員工,生產(chǎn)基地遍布英國(guó),加拿大,瑞士等地。在美國(guó),法國(guó),意大利,日本和中國(guó)都擁有銷(xiāo)售辦事處。
CFOL:Bookham今年3季度的銷(xiāo)售收入相比2季度和去年同期取得了增長(zhǎng),在如此壞的市場(chǎng)情況下你們是如何做到的呢?
Dr. Steve Turley:的確如此,在如此不景氣的市場(chǎng)下我們是為數(shù)不多的能夠取得銷(xiāo)售業(yè)績(jī)?cè)鲩L(zhǎng)的公司。我們能取得這樣的業(yè)績(jī)主要?dú)w因于從馬可尼獲得的GaAs調(diào)制器,可調(diào)激光器以及其他一些產(chǎn)品。我們非常高興看到銷(xiāo)售業(yè)績(jī)的增長(zhǎng)。
CFOL:收購(gòu)北電光器件部門(mén)是我們這個(gè)領(lǐng)域一件非常重要的事情。您怎樣看待這次收購(gòu),怎樣和Triquint對(duì)Agere的收購(gòu)相比?您如何看待收購(gòu)的意義?
Dr. Steve Turley:直到收購(gòu)馬可尼光器件部,我們還是一個(gè)無(wú)源器件公司。馬可尼具有世界一流的GaAs調(diào)制器和可調(diào)激光器產(chǎn)品。這些產(chǎn)品極大地豐富了我們的產(chǎn)品線。北電則具有世界一流的光收發(fā)模塊,泵浦激光器等產(chǎn)品。泵浦激光器是光纖放大器中成本最高的部件。這些產(chǎn)品對(duì)于我們都很重要。通過(guò)收購(gòu),特別地我們還獲得了和北電和馬可尼的供貨合同,而北電和馬可尼幾乎占據(jù)了世界市場(chǎng)的25%的份額。這對(duì)于我們是極為有價(jià)值的。
實(shí)際上我們更愿意用融合這樣的詞來(lái)描述我們對(duì)于北電和馬可尼的收購(gòu)。未來(lái)的新管理團(tuán)隊(duì)中CTO和COO都將來(lái)自北電。我們將擁有一個(gè)非常強(qiáng)的管理團(tuán)隊(duì)。
至于Agere,他們的產(chǎn)品和我們互補(bǔ)性不強(qiáng)。
兩年以前,我們不會(huì)想到我們有能力收購(gòu)北電和馬可尼的光電部。從這個(gè)角度來(lái)講我們?nèi)〉昧朔浅4蟮倪M(jìn)步。
CFOL:您能介紹一下你們?cè)谥袊?guó)的業(yè)務(wù)嗎?您們將如何對(duì)中國(guó)市場(chǎng)定位?
Dr. Steve Turley:中國(guó)市場(chǎng)對(duì)于我們非常重要。北美市場(chǎng)在未來(lái)不再會(huì)高速成長(zhǎng)。只有中國(guó)市場(chǎng)才會(huì)高速成長(zhǎng)。我們很高興我們?cè)谥袊?guó)擁有一個(gè)很好的銷(xiāo)售隊(duì)伍。
CFOL:您們的中國(guó)市場(chǎng)戰(zhàn)略是怎樣的?
Dr. Steve Turley:一般來(lái)說(shuō),Bookham的產(chǎn)品策略主要有兩條。第一,成本降低策略。我們的GaAs調(diào)制器,可調(diào)激光器,集成VOA在內(nèi)的復(fù)用/解復(fù)用器件等許多產(chǎn)品都是針對(duì)為客戶(hù)降低成本設(shè)計(jì)的。第二,端到端的解決方案。客戶(hù)現(xiàn)在幾乎可以從Bookham買(mǎi)到他需要的所有光器件。我們的產(chǎn)品范圍涵蓋了無(wú)源,有源以及放大器產(chǎn)品,從2.5G 到10G產(chǎn)品,從城域到長(zhǎng)途網(wǎng)絡(luò)應(yīng)用的器件。我們?yōu)榭蛻?hù)提供一站式的采購(gòu)服務(wù)。另外,我們是個(gè)獨(dú)立的公司,不隸屬于任何設(shè)備公司。用戶(hù)不需要擔(dān)心從競(jìng)爭(zhēng)對(duì)手購(gòu)買(mǎi)產(chǎn)品。同時(shí)Bookham的財(cái)務(wù)也是相當(dāng)健康。用戶(hù)也不需要擔(dān)心我們是否能存在下去。
在中國(guó)我們的策略也基本一樣。我們將幫助中國(guó)客戶(hù)更好地利用Bookham的產(chǎn)品,從中獲取最大的價(jià)值。我們的客戶(hù)將包括不同類(lèi)型的公司。
CFOL:根據(jù)Lightreading的報(bào)道,Bookham對(duì)于中國(guó)部分廠商侵犯其知識(shí)產(chǎn)權(quán)曾表示不滿(mǎn)。您怎樣看待知識(shí)產(chǎn)權(quán)?Bookham會(huì)感受到中國(guó)本土廠商的威脅嗎?
Dr. Steve Turley:知識(shí)產(chǎn)權(quán)對(duì)于我們非常重要。我們不希望任何其他公司侵犯我們的知識(shí)產(chǎn)權(quán)。我們會(huì)對(duì)此非常小心。至于來(lái)自本地公司的威脅,我認(rèn)為中國(guó)的公司更多的是憑借便宜的勞動(dòng)力來(lái)降低成本,我們是通過(guò)技術(shù)改進(jìn)來(lái)降低成本。這是兩條不同的路線。相比而言我們的產(chǎn)品更多集中在高端產(chǎn)品領(lǐng)域。
CFOL:我們一直將Bookham看成一個(gè)擁有偉大技術(shù)的公司。但是許多擁有類(lèi)似技術(shù)的公司都沒(méi)能生存下來(lái)。您怎樣看待Bookham在光集成技術(shù)領(lǐng)域的成就?
Dr. Steve Turley:可以說(shuō)Bookham在引領(lǐng)光集成的發(fā)展方向。我們擁有硅基,GaAs和InP三種光集成技術(shù)。我們還會(huì)發(fā)展一些混合封裝光器件。我們是世界上硅基光集成器件的領(lǐng)先制造商。我們的GaAs單片調(diào)制器集成了調(diào)制器,衰減器以及監(jiān)測(cè)探測(cè)器于一體。至于光集成技術(shù)的成熟性問(wèn)題,我們的回答是在合適的時(shí)候提供適當(dāng)規(guī)模的集成。
CFOL:Bookham在中國(guó)市場(chǎng)的目標(biāo)是怎樣的?
Dr. Steve Turley:我們希望在中國(guó)我們能取得我們?cè)诒泵篮蜌W洲相同的市場(chǎng)份額。
A talk with Dr. Steve Turley, CCO of Bookham
Introduction to Guest: Dr. Steve Turley joined Bookham Technology in October 2001, as Chief Commercial Officer. He is responsible for the entire commercial
and product side of the company, driving its overall product strategy worldwide
and taking leadership of the sales, marketing, product management and
business development teams. Formerly Vice President, Strategic Partnerships with Nortel's High Performance Optical Component Solutions group, Steve has over 25 years of experience in the opto electronics and telecommunications industry. Steve has a Batchelor's degree in Physics from Oxford University and a PhD in Semiconductor Laser Physics from Sheffield University.
Interviewer: Chief editor of CFOL
CFOL: Bookham, this is a strange name for Chinese, Would you please give us an explanation first? Would you tell us a little about Bookham's history?
Dr. Steve Turley :Bookham is the name of the village where Dr. Andrew Rickman, the chairman and founder of Bookham, was born. Before Bookham, Dr. Andrew Rickman was an Associate in the Oxford Ventures Group, which helped start-up companies with advice on business issues and finding capital. He has been a consultant to GenRad, specialising in signal processing and worked for their Silicon Valley division. It was in conjunction with this experience that Rickman identified optical technology as a platform with the potential to bridge many growth markets. Having received initial funding from the UK Department of Trade and Industry, and attracting investment from such companies as Intel and Cisco, Bookham was founded in 1988. First the company focused on planar optic circuit technology, with the interest of fiberoptics increase, Bookham put focus on fiber communication. In 2000, it launched its IPO in London and Nasdaq market. In Feb. of 2002, we acquired Marconi optical component department, and in November 2002, we acquired Nortel Optical components business. Now Bookham has approximately 2000 employees around the world, with manufacturing facilities in the UK, Canada and Switzerland and with additional offices in the US, France, Italy, Japan and China.
CFOL: According to your Q3 financial report, we noticed that your revenue got a better result compared to Q2, even compared to last year. This result did not include the revenue of purchased Nortel photonic department. In this very bad market situation, how can you do that?
Dr. Steve Turley :It is right, we are one of a few companies who have achieved a revenue increase in this bad market. This was mainly because of the sales increase of the GaAs modulator, tunable laser and other business we acquired from Marconi. We are happy to see that.
CFOL: Purchasing Nortel's Photonic department, it is a big thing in this field. How do you compare this other recent purchasing such as Triquint purchasing Agere OE department?
How do you think of the meaning of this acquiring?
Dr. Steve Turley :Until acquiring Marconi's optical components business, we were only a passive component company. Marconi brought the world class GaAs modulator and tunable lasers to our product line. Marconi is very strong in this field. From Nortel, we acquired the 2.5G/10G transmitter/receiver technology, and pump laser technology. You know the pump laser is the main cost of an EDFA. These are very good products for us. Also, we got a long-term supply agreement from Marconi and Nortel. You know, Marconi and Nortel have 25% market share of the world market. It is very valuable for us.
In fact, we would better use the word "Merger" to describe our acquiring of Nortel and Marconi's optical components business. 2 leaders of Bookham will come from Nortel including our new CTO, and COO and 3 will come from Bookham. We will have a very strong management team.
What about Agere, compared with Nortel, we found they are not complementary with us.
2 years ago, we could not imagine that Bookham could acquire Nortel and Marconi's optical components business. So it is very good for Bookham.
CFOL: Can you introduce a little about your business in China? How will you position China market in the global strategy of Bookham?
Dr. Steve Turley :Chinese market is very important for us. As you know, the American market will not increase high in future, yet the Chinese market will have a large increasement in future. We now have a very good sales team in China.
CFOL: What about your Chinese market strategy? Will you focus on those key customer, or you will focus on a broaden customer base?
Dr. Steve Turley :Generally speaking, Bookham's marketing strategy includes 2 points. Number one,
Cost Disruptive technologies. Our GaAs modulators, tunable LDs, Mux/Demux hybrid devices, all can help customer reduce their cost. Number two, End to end solutions. Customer now can purchase nearly everything from Bookham. Our product range now includes passives, actives and amplifiers, from 2.5G to 10G, from Metro to long haul. We called this "one stop shopping". Also we are an independent company, Customer will not purchase from a competitor. We are a financial secure company. The customers need not worry about.
In China, our market strategy is the same. We will provide service to those Chinese customers; help them adopt Bookham's advanced products, maximize what they acquire from our products. We will provide services to a number different companies in China.
CFOL: According to Lightreading, Bookham once thought some Chinese manufacture violate their technology property. How do you think of this? Can Bookham fell the threaten from local Chinese companies?
Dr. Steve Turley :Intellectual property is very important for us. We do not want any others to violate our core technology. We will be very careful about that. As for the threats from local manufacturers, I think a Chinese company will depend more on lower labour costs to reduce costs. We will adopt more advanced technology to reduce cost, it is different approach. Also our products are more high end products than low end products from local companies.
CFOL: We always think Bookham is a very great company with great technology. But many start-ups with same technology closed in the past years, only Bookham survives now. How do you think of your technology? I mean optical integration.
Dr. Steve Turley :I think we are leading the way in optical integration. We will adopt Silica, GaAs, and InP technology for optical integration. We also will develop some hybrid devices. We are the only company leading in the demonstration of optical integration on silicon. Our GaAs modulator is the real monolithic modulator since it includes a modulator, attenuator and monitoring functionality on the same chip. For the mature problem of optical integration, I think we will provide right scale integration in the right time.
CFOL: What is your aim in China market?
Dr. Steve Turley :We hope we can have equal market share in China as with the US and European market in future.
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