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Abstract: This two-part report examines the optical interconnect segments that have long served as data bridges between elements of large systems or cluster...More information »
Abstract: LightCounting's Quarter Market Update reports are designed to provide an easy-to-digest snapshot of optical transceiver growth trends, backed up with detailed quarter-by-quarter sales data collected via LightCounting's proprietary vendor survey. ... More information »
Abstract: Mobile fronthaul has been a fast growing segment of the optical modules market, driven by the "deployment of high capacity 4G mobile networks. 'Fiber-to-the-X' is a key enabler of today's ... More information »
Abstract: This report provides a detailed market demand forecast through 2021 for optical components and modules used in Ethernet, Fibre Channel, SONET/SDH, CWDM/DWDM, wireless infrastructure, FTTx, and high - performance computing (HPC) applications. More information »
Abstract: This report analyzes the impact of growing data traffic and changing architecture of data centers on the market forecast for Ethernet and Fibre Channel optical transceivers with additional focus on the high-speed modules used in data centers. ... More information »
Abstract: This report provides a holistic analysis of the global communications industry, and the factors affecting profitability at each level of the value chain. It examines the profitability and long-term strategies of traditional telecom service providers ...More information »
Abstract: This report analyzes the impact of Mega Datacenters on the market for Ethernet optical transceivers and DWDM optics. It leverages extensive historical data on shipments of Ethernet and DWDM interface modules combined with market analyst research to make projections for sales of these products in 2016-2021 ... More information »
Abstract: Mobile fronthaul has been a fast growing segment of the optical modules market, driven by the deployment of high capacity 4G mobile networks. This report describes the $500+ million mobile fronthaul market opportunity for optical components...... More information »
New High Speed Ethernet optics reports (to be published in March and September 2017) will be significantly shorter than the 2016 High Speed Datacenter Optical Interconnect report. The new reports will include only Chapter 3 and 4 of the old one. Chapters 1 and 2 will be added to the new Mega-datacenter optics report (to be published in June 2017).
The idea is to make new High Speed Ethernet optics reports focused on the forecast and all the changes in IEEE discussions, vendor positions, new products and technologies for Ethernet. This will help clients to make tactical decisions using the latest market data. The new Mega Datacenter optics report will be longer and more holistic report helping clients to make longer term strategic decisions.
The new reports on High Speed Ethernet Optics will include detailed forecast for Ethernet transceivers. The Mega-datacenter optics report will include the same Ethernet forecast as well as forecast for AOCs and DWDM optics used for datacenter applications.
First, LightCounting has one forecast model for Ethernet transceivers that is updated every six months based on the latest survey data from module vendors. This common forecast model underpins all three reports.
While the focused High-Speed Datacenter Optics and Mega Datacenter Optics reports use exactly the same Ethernet forecast database, additional data and analysis presented in the two reports is different. The Mega Datacenter Optics Report is published in March. Its database includes very detailed forecasts for Ethernet transceivers and for CWDM/DWDM ports. The forecast is also sorted by application into Cloud, Enterprise and Telecom segments.
The High-Speed Datacenter Optics is published in September. It does not address CWDM/DWDM ports, but instead includes a detailed forecast of Fibre Channel transceivers. The analysis focuses on the dynamics inside the data centers, the standards bodies as well as the market and technology behind the evolution of the module market.
In contrast to our focused reports, the Market Forecast Report database covers the entire breadth of the optical module industry. It includes a less detailed version of the Ethernet transceiver forecast, but more details on the CWDM/DWDM optics, such as transceivers, transponders, discrete optics, modulators, receivers, tunable lasers and wavelength selective switches (WSSs). It also includes data on transceivers used in SONET/SDH, Wireless Infrastructure, Fibre Channel and FTTx applications as well as optical interconnects, such as active optical cables (AOCs) and embedded optical modules (EOMs). Our Market Forecast Report is updated every six months and published in April and October (one month after each of the Datacenter Optics reports).
This report provides an analysis of business developments and financial performance in the optical equipment and optoelectronic module markets. The analysis focuses on recent quarterly performance data to benchmark the performance of leading component, module, and equipment manufacturers.
This report analyses the supply chain from component vendor to service provider to develop a near term forecast for optoelectronic modules.
This report examines the market position and strategic direction of leading optical component and module vendors.
The 40/100G DWDM port count is calculated from shipments of modules (transponders) and discrete components (like modulators, lasers, receivers). This allows us to account for ports that use transponders (made by Finisar and Oclaro) and ports that are assembled internally by Ciena, Huawei, etc. out of discrete components. The forecast database page titled "CWDM and DWDM modules" include shipments of transponders only, which account a very small fraction of the total�� 40/100G DWDM ports. The page titled "Total ports" shows detailed calculations of the port count.
3-6 reports with a single purchase order enables a significant discount and substantial cost savings.
This package consists of groups of reports and databases, a choice of several Focus reports and extensive access to analysts for inquires and discussions. Subscribing to the CIS also entitles you to advance forecasts and publications ahead of general release.
Individual, Site and international corporate licenses. Contact Sales@LightCounting.com for details. Individual licenses can be shared with up to 5 people within the same deparment of a company. To share with additional departments or people you must purchase a corporate license.
The LightCounting team offers custom consulting services tailored to the specific needs of each client when additional analysis beyond the numbers is required. Maybe you are contemplating launching a new product, expanding into a new geographic market, business or market segment, or planning for a new product launch... we can help.
As data speed continue to increase past 40G and 100Gbps, physics dictate eventually all high-speed interconnects transitioning to optical technologies that interconnects chips or systems. We focus on the markets, products, and technologies at the boundary-line tension of the "Optical/Electronic border " specifically in the area of High-Speed Systems Interconnects (HSSI).
This includes transceivers and interconnects in: Sonet/SDH, GbE, FTTH, Infiniband, Fiber Channel, CWDM/DWDM, serial and parallel optics, active cables, silicon photonics, optical manufacturing and 10GBASE-T.
Our domain experience and expertise spans optical communications systems, optical components, communications semiconductors. Our team has several PhDs and senior executives collectively with over 45 years industry experience at start-ups to major companies in optical and semiconductor communications and over 35 years of experience in market research and consulting.
We are also trying to avoid double counting of tunable lasers. As indicated in red text on the tunable laser page of the database: it does NOT include lasers sold as part of 300-pin or XFP transceivers. If you are looking for the total number of tunable lasers, you should add data on the tunable laser page and data on tunable DWDM transceivers.