同Bookham首席通信官Steve Turley博士一席谈
发布时间：2002-12-14 15:40:55 热度：2706
不支持该视频Dr. Steve Turley于2001年10月加入Bookham公司，担任首席通信官。他负责领导销售、市场以及产品和商业发展团队在世界范围推广公司产品战略。在加入Bookham之前Dr. Steve Turley在北电光器件部门有25年工作经验。Dr. Steve Turley博士毕业于Sheffield大学半导体激光器物理专业，本科毕业于牛津大学物理系。
采访者：CFOL主编
CFOL：Bookham，对于中国人来说是个奇怪的名字，您能先给解释一下吗？能简单介绍一下公司的历史吗？
Dr. Steve Turley：Bookham这个名字是公司创始人和董事局主席Dr. Andrew Rickman出生的地名。创立Bookham公司之前，Dr. Andrew Rickman在牛津投资公司负责帮助新兴公司寻求投资。他还是GenRad公司的信号处理领域的顾问，帮助其开展硅谷地区的工作。投资顾问的工作经历帮助Rickman确信光子技术是连接许多重要新兴市场的关键。1988年他创立了Bookham公司，Intel和思科公司都是投资者之一。由于光纤通信的逐步发展，公司将发展重点从平面光路转到光通信器件。2000年公司在那斯达克和伦敦证券市场上市，2002年2月收购马可尼公司光器件部，2002年11月收购北电光器件部。现在Bookham拥有2000名员工，生产基地遍布英国，加拿大，瑞士等地。在美国，法国，意大利，日本和中国都拥有销售办事处。
CFOL：Bookham今年3季度的销售收入相比2季度和去年同期取得了增长，在如此坏的市场情况下你们是如何做到的呢？
Dr. Steve Turley：的确如此，在如此不景气的市场下我们是为数不多的能够取得销售业绩增长的公司。我们能取得这样的业绩主要归因于从马可尼获得的GaAs调制器，可调激光器以及其他一些产品。我们非常高兴看到销售业绩的增长。
CFOL：收购北电光器件部门是我们这个领域一件非常重要的事情。您怎样看待这次收购，怎样和Triquint对Agere的收购相比？您如何看待收购的意义？
Dr. Steve Turley：直到收购马可尼光器件部，我们还是一个无源器件公司。马可尼具有世界一流的GaAs调制器和可调激光器产品。这些产品极大地丰富了我们的产品线。北电则具有世界一流的光收发模块，泵浦激光器等产品。泵浦激光器是光纤放大器中成本最高的部件。这些产品对于我们都很重要。通过收购，特别地我们还获得了和北电和马可尼的供货合同，而北电和马可尼几乎占据了世界市场的25%的份额。这对于我们是极为有价值的。
实际上我们更愿意用融合这样的词来描述我们对于北电和马可尼的收购。未来的新管理团队中CTO和COO都将来自北电。我们将拥有一个非常强的管理团队。
至于Agere,他们的产品和我们互补性不强。
两年以前，我们不会想到我们有能力收购北电和马可尼的光电部。从这个角度来讲我们取得了非常大的进步。
CFOL：您能介绍一下你们在中国的业务吗？您们将如何对中国市场定位？
Dr. Steve Turley：中国市场对于我们非常重要。北美市场在未来不再会高速成长。只有中国市场才会高速成长。我们很高兴我们在中国拥有一个很好的销售队伍。
CFOL：您们的中国市场战略是怎样的？
Dr. Steve Turley：一般来说，Bookham的产品策略主要有两条。第一，成本降低策略。我们的GaAs调制器，可调激光器，集成VOA在内的复用/解复用器件等许多产品都是针对为客户降低成本设计的。第二，端到端的解决方案。客户现在几乎可以从Bookham买到他需要的所有光器件。我们的产品范围涵盖了无源，有源以及放大器产品，从2.5G 到10G产品，从城域到长途网络应用的器件。我们为客户提供一站式的采购服务。另外，我们是个独立的公司，不隶属于任何设备公司。用户不需要担心从竞争对手购买产品。同时Bookham的财务也是相当健康。用户也不需要担心我们是否能存在下去。
在中国我们的策略也基本一样。我们将帮助中国客户更好地利用Bookham的产品，从中获取最大的价值。我们的客户将包括不同类型的公司。
CFOL：根据Lightreading的报道，Bookham对于中国部分厂商侵犯其知识产权曾表示不满。您怎样看待知识产权？Bookham会感受到中国本土厂商的威胁吗？
Dr. Steve Turley：知识产权对于我们非常重要。我们不希望任何其他公司侵犯我们的知识产权。我们会对此非常小心。至于来自本地公司的威胁，我认为中国的公司更多的是凭借便宜的劳动力来降低成本，我们是通过技术改进来降低成本。这是两条不同的路线。相比而言我们的产品更多集中在高端产品领域。
CFOL：我们一直将Bookham看成一个拥有伟大技术的公司。但是许多拥有类似技术的公司都没能生存下来。您怎样看待Bookham在光集成技术领域的成就？
Dr. Steve Turley：可以说Bookham在引领光集成的发展方向。我们拥有硅基，GaAs和InP三种光集成技术。我们还会发展一些混合封装光器件。我们是世界上硅基光集成器件的领先制造商。我们的GaAs单片调制器集成了调制器，衰减器以及监测探测器于一体。至于光集成技术的成熟性问题，我们的回答是在合适的时候提供适当规模的集成。
CFOL：Bookham在中国市场的目标是怎样的？
Dr. Steve Turley：我们希望在中国我们能取得我们在北美和欧洲相同的市场份额。
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.
采访者：CFOL主编
CFOL：Bookham，对于中国人来说是个奇怪的名字，您能先给解释一下吗？能简单介绍一下公司的历史吗？
Dr. Steve Turley：Bookham这个名字是公司创始人和董事局主席Dr. Andrew Rickman出生的地名。创立Bookham公司之前，Dr. Andrew Rickman在牛津投资公司负责帮助新兴公司寻求投资。他还是GenRad公司的信号处理领域的顾问，帮助其开展硅谷地区的工作。投资顾问的工作经历帮助Rickman确信光子技术是连接许多重要新兴市场的关键。1988年他创立了Bookham公司，Intel和思科公司都是投资者之一。由于光纤通信的逐步发展，公司将发展重点从平面光路转到光通信器件。2000年公司在那斯达克和伦敦证券市场上市，2002年2月收购马可尼公司光器件部，2002年11月收购北电光器件部。现在Bookham拥有2000名员工，生产基地遍布英国，加拿大，瑞士等地。在美国，法国，意大利，日本和中国都拥有销售办事处。
CFOL：Bookham今年3季度的销售收入相比2季度和去年同期取得了增长，在如此坏的市场情况下你们是如何做到的呢？
Dr. Steve Turley：的确如此，在如此不景气的市场下我们是为数不多的能够取得销售业绩增长的公司。我们能取得这样的业绩主要归因于从马可尼获得的GaAs调制器，可调激光器以及其他一些产品。我们非常高兴看到销售业绩的增长。
CFOL：收购北电光器件部门是我们这个领域一件非常重要的事情。您怎样看待这次收购，怎样和Triquint对Agere的收购相比？您如何看待收购的意义？
Dr. Steve Turley：直到收购马可尼光器件部，我们还是一个无源器件公司。马可尼具有世界一流的GaAs调制器和可调激光器产品。这些产品极大地丰富了我们的产品线。北电则具有世界一流的光收发模块，泵浦激光器等产品。泵浦激光器是光纤放大器中成本最高的部件。这些产品对于我们都很重要。通过收购，特别地我们还获得了和北电和马可尼的供货合同，而北电和马可尼几乎占据了世界市场的25%的份额。这对于我们是极为有价值的。
实际上我们更愿意用融合这样的词来描述我们对于北电和马可尼的收购。未来的新管理团队中CTO和COO都将来自北电。我们将拥有一个非常强的管理团队。
至于Agere,他们的产品和我们互补性不强。
两年以前，我们不会想到我们有能力收购北电和马可尼的光电部。从这个角度来讲我们取得了非常大的进步。
CFOL：您能介绍一下你们在中国的业务吗？您们将如何对中国市场定位？
Dr. Steve Turley：中国市场对于我们非常重要。北美市场在未来不再会高速成长。只有中国市场才会高速成长。我们很高兴我们在中国拥有一个很好的销售队伍。
CFOL：您们的中国市场战略是怎样的？
Dr. Steve Turley：一般来说，Bookham的产品策略主要有两条。第一，成本降低策略。我们的GaAs调制器，可调激光器，集成VOA在内的复用/解复用器件等许多产品都是针对为客户降低成本设计的。第二，端到端的解决方案。客户现在几乎可以从Bookham买到他需要的所有光器件。我们的产品范围涵盖了无源，有源以及放大器产品，从2.5G 到10G产品，从城域到长途网络应用的器件。我们为客户提供一站式的采购服务。另外，我们是个独立的公司，不隶属于任何设备公司。用户不需要担心从竞争对手购买产品。同时Bookham的财务也是相当健康。用户也不需要担心我们是否能存在下去。
在中国我们的策略也基本一样。我们将帮助中国客户更好地利用Bookham的产品，从中获取最大的价值。我们的客户将包括不同类型的公司。
CFOL：根据Lightreading的报道，Bookham对于中国部分厂商侵犯其知识产权曾表示不满。您怎样看待知识产权？Bookham会感受到中国本土厂商的威胁吗？
Dr. Steve Turley：知识产权对于我们非常重要。我们不希望任何其他公司侵犯我们的知识产权。我们会对此非常小心。至于来自本地公司的威胁，我认为中国的公司更多的是凭借便宜的劳动力来降低成本，我们是通过技术改进来降低成本。这是两条不同的路线。相比而言我们的产品更多集中在高端产品领域。
CFOL：我们一直将Bookham看成一个拥有伟大技术的公司。但是许多拥有类似技术的公司都没能生存下来。您怎样看待Bookham在光集成技术领域的成就？
Dr. Steve Turley：可以说Bookham在引领光集成的发展方向。我们拥有硅基，GaAs和InP三种光集成技术。我们还会发展一些混合封装光器件。我们是世界上硅基光集成器件的领先制造商。我们的GaAs单片调制器集成了调制器，衰减器以及监测探测器于一体。至于光集成技术的成熟性问题，我们的回答是在合适的时候提供适当规模的集成。
CFOL：Bookham在中国市场的目标是怎样的？
Dr. Steve Turley：我们希望在中国我们能取得我们在北美和欧洲相同的市场份额。
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.
