Finisar's products were requalified by Huawei this summer, but rivals like Lumentum responded by slashing their prices. As a result, the average CFP2 prices at Huawei fell about 20%. Rosenblatt analyst Jun Zhang believes that drop will cause Finisar's market share at Huawei (about 35%) to drop as Lumentum gains ground as the OEM's top datacom supplier.