About Our Company
Our Analysis Team
Vladimir Kozlov: Founder and CEO
Brad Smith: Senior Vice President
Scott Schube: Senior Analyst
Latest Reports
NEW!! Market Update Report (March 2012)
Abstract: In addition to in-depth market analysis, this report offers summaries of the latest business developments and financial performance for 18 leading equipment manufacturers. It also includes sales data on more than 100 product categories covering the period from Q1 2010 to Q2 2011....More information »
NEW!! Active Optical Cables 2012 (February 2012)
Abstract: This report examines the rapidly emerging product segment that embeds optical transceiver technologies into enclosed cables that hide the high-speed optics behind two transceiver ends with an electrical interconnect on the outside....More information »
Optical Communications Market Forecast: Tested by an Earthquake, a Tsunami and a Flood in 2011, the Industry is Poised to Navigate Well Through Macroeconomic Uncertainty in 2012-2015 (December 2011)
Abstract: The forecast report presents analysis of business and CapEx of the top 12 service providers, as well as trends in networking equipment market and business of leading equipment manufacturers. The report also offers a detailed forecast for optical components and modules... More information »
Storage Networking Report (September 2011)
Abstract: With 1 Gb Ethernet, users only accessed the local area network (LAN). They were able to access files (given the right security access) stored on the internal storage of servers or other clients, or they could access files through specialized network attached storage (NAS) devices... More information »
Market Update Report (September 2011)
Abstract: Sales of optical components and modules increased by more than 30% in 2010, raising concerns of a potential market bubble. Slow start for the market in early 2011 added fire to these speculations. however, current situation is very different from the market bubble... More information »
The State of the Optical Communications Industry: On a Path to Sustainable Profitability (July 2011)
Abstract: Valuations and profitability across the whole supply chain of the optical communication industry improved substantially in 2010. However, there is still a wide gap between companies like Google, which generate high profits taking advantage of the network at almost no charge, and the rest of the industry... More information »
Brad Smith, Senior Vice President
Brad has over 25 years industry experience in both optical and semiconductor industries and an extensive background in market research and business development.
At LightCounting, Brad covers Telecom and Datacom markets, 10/40/100G, parallel optics, board-level optics, AOCs, HPCs, communication semis and silicon photonics as well as manages custom consulting.
Optical Industry Experience
NOS: CEO and VP of Sales, Marketing, Business Development at Neptec Optical Solutions developing optical subsystems and fiber terminations.
RHK: VP of the Optical Components and Communications Semiconductor group with Vlad and David researching markets for optical transceivers, ROADMs, optical amplifiers, and passives components and comm semis for framer/mappers, network processors, SerDes, TIAs, etc.
Semiconductor Industry Experience
Brad was a President, Board member and co-founder of several semiconductor firms: Innovision Labs President/COO- HDTV semiconductors Luxsonor Semiconductors - President/COO - DVD semiconductors; sold to Cirrus Logic for $65M Nexgen Semiconductors -co-founder and Director of Marketing; sold to AMD for $960M and now is the AMD microprocessor line.
Market Research Experience
- Gartner Group: VP of Technology
- Dataquest: VP of Computer and peripherals group 100+ analysts and $35M P&L
- RHK: VP of Optical Components and Communications Semiconductor group
Brad raised over $100M in venture capital; participated in 10+ M&As, and holds two patents in Raman optical spectrometry and optical switching.
Education
Brad received a BSEE from University of Massachusetts and an MBA in Technology Management from the University of Phoenix.