Over the past couple years, we have seen increased interest from new investors in learning about the optical communication market and in particular the components landscape, where the underlying growth remains robust relative to other parts of Networking Equipment. In this report, we go through the basics of the optical components market, which are the foundational components of any optical network, and discuss the favorable growth outlook and market share dynamics, which encompass II-VI and Lumentum, amongst others in our coverage. In conjunction with this report, we are hosting a conference call at 1:00 PM ET today to go through the key highlights of the report – Please reach out to your JPM salesperson if interested in attending the conference call.