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Abstract

A decade after the telecom bubble burst and a few quarters after the most recent economic downturn, there is a perception that an industry-wide optical upgrade cycle is starting at last. All segments of the optical networking equipment and components market, including telecom, enterprise, and storage area networks showed clear signs of recovery in 2010. Analysis of publicly reported revenues of equipment vendors combined with confidential sales data of optical components and modules, collected by LightCounting, offer a unique insight into market dynamics, presented in this report.

The report also presents analysis of network bandwidth growth calculated from data on shipments of opto-electronic interface modules employed in telecom, enterprise, and storage area networks. This approach to tracking the market offers an effective method for identifying the timing and scope of infrastructure upgrade cycles, technology transitions, and even product life cycles.

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 2009 to Q3 2010 for SONET/SDH, Ethernet, Fibre Channel, CWDM, DWDM, and FTTx transceivers, parallel modules, and active optical cables. It also discusses guidance for 2011 and potential changes to LightCounting‘s market forecast published in September 2010. Data for the report was provided by more than 25 leading module and component vendors.

Table of Contents

Abstract

• Executive Summary
  • Telecom Networking Equipment and Components Market
  • Ethernet/IP Networking Equipment and Components Market
  • Storage Networking Equipment and Components Market
• Table of Contents
• Section 1. Telecom equipment market and vendor highlights
  • Alcatel Lucent turns the corner on profit
  • Ciena sees positive impact from acquisition of Nortel‘s MEN unit
  • Ericsson developing packet optical technology
  • Nokia Siemens Networks renews focus on US market
  • Cisco invests in optical in 2010
  • Fujitsu Network Communications (FNC) is developing 100G WDM internally
  • Tellabs bets its future on mobile backhaul and network intelligence markets
  • Huawei‘s OSN 8800 OTN platform brings next-gen capabilities to optical networks
  • Can Infinera complete its 100G and OTN technology in time?
  • ADVA targets financial services vertical for revenue growth in North America
  • Adtran sees record revenue in Q3 2010
  • ZTE moves into top 3 in global optical networking equipment market share
• Section 2: Ethernet/IP networking equipment market and vendor highlights
  • Force10 Networks is still planning an
  • Hewlett-Packard, a former Cisco partner, now competes with Cisco
  • Juniper Networks up the ante with a new 4 Tbps Core Router platform Cisco begins shipments of its CRS-3 core router
  • Brocade Networks Introduces its first Virtual Cluster Switch for Datacenters QLogic is the market leader for Host Bus Adapters
  • Avaya integrates its acquisition of Nortel‘s enterprise business
  • Alcatel Lucent sees double digit growth in IP/MPLS products
  • ZTE introduces new 100G+ platform core router
• Section 3: Sales of Optical Components and Modules
  • SONET/SDH Transceiver Market
  • CWDM and DWDM Interfaces
  • Ethernet Transceivers
  • Fibre Channel Transceiver Market
  • FTTx Transceivers
  • Optical Interconnect Market