Welcome to LightCounting! We provide analysis of the optical communications market and technologies.

  • Market Forecast Report and Annual Sales Database (April 2016)

    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

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  • Customer Feedback:




    "I have read many analyst reports and I found your Data Center Interconnects report to be one of the best I have ever read. I am very impressed. You have an amazing amount of data, interesting statistics and predictions."

    - Scott Kipp, Brocade


  • Download presentation on LightCounting Market Forecast Methodology

  • NEW!! State of the Industry Report: Profitability is Within Reach (May 2016)

     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 »



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  • Sign up for LightTrends, LightCounting's Newsletter.


  • Customer Feedback:


    "LightCounting's report on 'The State of the Optical Communications Industry' is very helpful for us. It definitely has in-depth analysis of the optical communication industry trends and current challenges."

    - Tatiana Berdinskikh, Celestica



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Upcoming Reports:


  1. Quarterly Market Update for Q1 2016, June 2016
  2. High-Speed Datacenter Optical Interconnects, September 2016



Upcoming Events


See LightCounting's analysts at IEEE Meeting in Whistler, Canada May 23-27, 2016.


See LightCounting's analysts at Optinet, China June 15-16, 2016.


See LightCounting's Analysts at Next Generation Optical Networks, June 28-July 1, 2016, Nice.




About LightCounting

LightCounting is a market research and consulting company focused on aiding executive management decision making at system and component companies involved with high-speed communications in the Datacom, Telecom, CATV, FTTx, and consumer markets.

We provide detailed forecasts and market analysis of industry trends, technology development and market opportunities. We analyze both the supply-side and demand-side for communications interconnects. Our analysis is based on confidential sales data provided by leading component and module suppliers and offers a unique port-based view of the industry.

Our reports and service products are designed to help executives plan and run their businesses. We support decision making based on facts and data with realistic projections. Our research covers the entire supply chain including components, modules, and systems.

Our analyst team includes industry veterans with expertise in optical components, optical systems, communication semiconductors, and network design, deployment and operation.

Research Coverage Areas


  • Transceivers, transponders, and modules
  • Serial and parallel optical transceivers
  • Active optical cables
  • Embedded board-level optics

Communications Semiconductors: 10GBase-T

Wired interconnects: CX-4 InfiniBand, Cat5/6/7 Ethernet, Direct Attach copper

Markets: Datacom, Telecom, FTTx, CATV, Consumer


  • Ethernet: 1G, 10G, 40G, 100G and future coverage of 400G and 1000G
  • Fibre Channel: 1G, 2G, 4G, 8G,16G, 32G and Fibre Channel-over-Ethernet (FCoE)
  • InfiniBand: SDR, DDR, QDR, FDR, EDR 2.5G-25G
  • SONET/SDH: OC-3, OC-12, OC48, OC-192, OC-768
  • PON: BPON, GPON, EPON, Point2Point Ethernet, WD-PON
  • Wireless back haul: 1G, 3G, 6G CPRI, SONET, Ethernet
  • InfiniBand: Direct Attach, transceivers and active optical cables
  • PCI Express: Transceivers and active optical cables

Other technologies: Silicon Photonics, Wireless Back Haul, Optical Amplifiers, WSS & ROADMS

Systems: Servers & HPCs, Switches & Routers, Telecom Systems, consumer devices


NEW!! State of the Industry Report: Profitability is Within Reach (May 2016)

The annual revenue of optical components and module makers has grown in each of the last five years, while the average net margin of those same companies has see-sawed back and forth between profit and loss. This report provides a holistic analysis of the global communications industry, and the factors affecting profitability at each level of the value chain. More information


Market Forecast Report (April 2016)

The forecast report presents analysis of business and capital expenditures (CapEx) of the top fifteen service providers, as well as trends in the networking equipment market and business of leading equipment manufacturers....More information


Mega Datacenter Optics (March 2016)

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 ...More information


Quarterly Market Update Report (March 2016)

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


Integrated Optical Devices (January 2016)

The potential impact of photonic integration on the optical communications market has captivated the imagination of the industry for the last two decades......More information


The Active Optical Cable and Embedded Optical Modules Market Analysis & Forecast Report (December 2015)

This two-part report examines the optical interconnect segments that have long served as data bridges between elements of large systems or clusters.

...More information


Mobile Fronthaul Optics (November 2015)

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


Next Generation FTTx Optics (July 2015)

‘Fiber-to-the-X’ is a key enabler of today’s high-speed Internet, and advanced broadband networks are considered essential infrastructure to support future economic growth by governments and corporations alike.....More information


High-Speed Datacenter Optical Interconnects (June 2015)

This report analyzes the impact of growing data traffic and changing architecture of data centers on market forecast for Ethernet and Fibre Channel optical transceivers. It leverages extensive historical....More information



Our Products

We offer two types of reports and databases

  1. Industry Reports
    • Forecast reports and database (updated each 6 months)
    • Market Update (updated quarterly)
    • State-of-The-Industry report (updated annually)
  2. Focus Reports
    • Active Optical Cables
    • FTTx
    • High Speed Datacenter Interconnects
    • Mobile Fronthaul Optics

Delivery: We offer reports and databases delivered electronically in Microsoft Office Word, PowerPoint and Excel and in Adobe PDF formats.


Individual reports: $5,000

Report packages: 3-12 reports with a single purchase order enables a significant discount and substantial cost savings.

Click here to download our Sales Brochure.

LightCounting offers a range of subscription options developed to suit most client requirements and budgets. The subscription model comprises reports (Market Forecast, Market Update, Focus), Research Notes, Databases, Forecast Previews and unlimited access to the analysts for additional insights, perspectives, discussion and answers to ad hoc questions.

Contact Sales@LightCounting.com for details.

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.
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LightCounting in the Press

March 25, 2016 Optics for the Cloud: Expections and Reality

March 16, 2016 Build SFP28 Modules for Data Centers and Radio Access with Industry's First Transceiver IC in Mass Production

March 15, 2016 Optics see 56G Demos at OFC

February 3, 2016 Silicon Photonics will "not disrupt market until after 2020"

January 15, 2016 microQSFP MSA offers first datacom optical transceiver specifications

January 14, 2016 Source Photonics announces shipment of 10,000 single mode 100G QSFP28 modules

September 22, 2015 SWDM Alliance Formed to Support Duplex Multimode Fiber for Enterprise and Datacenter Applications at 40 and 100 Gbps

August 12, 2015 The Case for Silicon Photonics

July 31, 2015 Twelve Leading Global Networking Companies Join Forces to Define uQSFP for Next Generation Data Communications

July 8, 2015 IPO Outlook Series Q3 2015 - InnoLight Technology

July 2, 2015 Web 2.0 Companies Will Buy a lot of Optical Modules Says LightCounting

July 1, 2015 Mega Datacenters Will Consume 30% of Ethernet and 20% of DWDM Optics Sold in 2021, Driven by Increasing Use of 100G

June 9, 2015 Global FTTx Optical Components and Modules Market Set for Second Growth Wave 2015-2020

May 26, 2015 The Journey to 400 Gigabit Ethernet

May 22, 2015 Increased Data Center Deployments Boost Active Optical Cable Market

May 14, 2015 Can Optical Components Vendors Find a Strategy for Success

March 23, 2015 Consortium for on Board Optics

March 23, 2015 Luxtera Debuts 100G-PSM4 Silicon Photonics Chipset and QSFP Module

March 23, 2015 Source Photonics Announces Production Ramp of 100G QSFP28 Transceiver

March 23, 2015 Skorpios Demos 100G System on Chip

March 23, 2015 Semtech Demonstrates Industry's First Monolithic Quad CDR and EML Driver for 100G Applications

March 20, 2015 Fiber Today Article

March 16, 2015 Avago Ships 1 Million 25G VCSEL Channels