What is included in Market Update 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.

• Review of quarterly sales of telecom, enterprise and storage area networking equipment, using publicly disclosed information and interviews with leading manufacturers.
• Review of quarterly sales of optical components and modules based publicly reported and confidential sales information provided by at least 20 leading manufacturers and interviews with their customers and suppliers.
• Analysis of market dynamics based on network bandwidth growth calculated from data on shipments of optoelectronic interfaces.
• Detailed database of quarterly shipments and sales for more than 100 product categories of optoelectronic modules including transceivers, transponders, linecards and WSS, employed in WDM, SONET/SDH, Ethernet, Fibre Channel, FTTx, wireless backhaul and optical interconnect applications.

What is the scope of Market Forecast Reports?

This report analyses the supply chain from component vendor to service provider to develop a near term forecast for optoelectronic modules.

• Analysis of trends in capital expenditures of top 10 global carriers and their implications for network infrastructure expansion worldwide.
• Review of annual sales of telecom, enterprise and storage area networking equipment, using publicly disclosed information and interviews with leading manufacturers.
• Review of annual sales of optical components and modules based on confidential sales information provided by at least 20 leading manufacturers and interviews with their customers and suppliers.
• Detailed forecast for shipments and sales for more than 100 product categories of optoelectronic modules including transceivers, transponders, linecards and WSS, employed in WDM, SONET/SDH, Ethernet, Fibre Channel, FTTx, wireless backhaul and optical interconnect applications.

What is covered by State of the Industry Reports?

This report examines the market position and strategic direction of leading optical component and module vendors.

• Review of revenue growth and profitability across the optical networking supply chain including major carriers, content providers, equipment manufacturers and component suppliers.
• Analysis of business strategies of leading telecom, enterprise and storage area networking equipment manufacturers.
• Data on market shares of top 3, top 6 and top 10 optical component and module vendors in WDM, SONET/SDH, Ethernet, Fibre Channel, FTTx, wireless backhaul and optical interconnect market segments. Market shares of individual suppliers are not reported to protect confidential sales data disclosed by these vendors to LightCounting.
• Profiles of more than 30 optical component and modules vendors.
• Summary of publicly available data on customer supplier relations across the industry.

How does LightCounting count 40Gbps DWDM and 100Gbps DWDM Ports?

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.

Report Packages?

3-6 reports with a single purchase order enables a significant discount and substantial cost savings.

Continuous Information Services?

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.

Licenses?

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.

Custom Consulting Services?

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.

How to avoid double counting tunable lasers in the forecast report:

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.