EUGENE, Oregon – (January 12, 2009)
The optical transceiver industry's third quarter sales avoided the larger economic tumult in September thanks to strong sales of OC-192 DWDM and SONET/SDH transceivers, but tougher quarters lie ahead, predicts the latest Sales Report from LightCounting, the premier opto-electronic transceiver market research company. With LightCounting expecting Q4 transceiver sales to drop by 5 to 15% across all main telecom and datacom transceiver segments, its Q3 Sales Report offers a granular breakdown of quarterly data across the industry. The Sales Report also includes Q4 guidance for vendors, with a 2009 Market Outlook that provides refined analysis of market segments, and a Recession & Profitability assessment of the threats and promises inherent in the current economic crisis. LightCounting will provide further analysis of the recession in its upcoming Transceiver Market Forecast Report, available in February.
"Global sales indicate that 2008 will be the best year yet for the optical transceiver industry, despite the looming recession," said Dr. Roy Rubenstein, director of research, LightCounting. "The industry can take heart in the fact that there appears no slowdown in Internet traffic and corporate data and transmission, which drive overall bandwidth demand."
"The third quarter of 2008 proves the optical transceiver industry is not recession-proof, and tougher quarters lie ahead, as telecom slows and enterprise networks suffer in response to the financial sector meltdown," noted Vladimir Kozlov, founder, LightCounting. "The good news is that the optical transceiver industry may well successfully navigate these tenuous times, thanks to the inventory lessons it learned since the 2001 telecom bust, and as Internet traffic and corporate data storage and transmission continue to drive overall bandwidth demand."
This LightCounting Transceiver Sales Report details quarterly sales of more than 100 product categories covering Q3 2007 to Q3 2008, and offers Q4 guidance based on results of Q3 earnings calls. It also correlates transceiver shipments with sales of optical networking equipment and deployment of communication systems by service providers. Data for the report was provided confidentially by more than 20 leading transceiver and optical components vendors.
LightCounting is the premier optical transceiver market research company, offering transceiver market survey results and forecasts based on confidential and detailed data provided by more than 20 leading transceiver vendors. LightCounting’s reports enable business executives, engineering, manufacturing, and sales/marketing professionals to plan business strategies using objective market information rather than speculative assumptions. Providing Semiannual Transceiver Sales Reports and Market Forecast Updates with Annual State of the Industry Reports and Technology Reviews, LightCounting is the optical transceiver market’s information source.
Privately held, LightCounting is headquartered in Eugene, Oregon, with additional offices in Silicon Valley and Israel. For more information, visit the Company’s website www.LightCounting.com or call 408.962.4851.
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