"The most striking development in Q1 2008 was the booming shipments of SFP+ transceivers, which enable higher port density of 8-Gbps Fibre Channel and 10-Gbps Ethernet (10-GigE) interfaces. For the first time, shipments of 10-GigE SFP+ transceivers surpassed all other 10-GigE form factors in Q1 2008"

Optical transceiver market enjoyed the best first quarter ever as global sales were up 15% year-on-year in Q1 2008. The most striking developments are a dramatic shift from legacy SONET/SDH to WDM and Ethernet transceivers, skyrocketing SFP+ modules as well as the early signs of successful cost reduction efforts by vendors, leading to a more optimistic future for the optical transceiver industry.

The LightCounting June, 2008 Transceiver report provides a complete view of the rapidly changing optical transceiver market. This report offers detailed quarterly sales of more than 100 product categories covering from Q1 2007 to Q1 2008 in SONET/SDH, Ethernet, Fibre Channel, DWDM/CWDM, FTTx, and Optical Interconnect market segments.

The June 2008 Transceiver Sales Report Sections:

• Executive Summary
• Section 1. The SONET/SDH Market
• Section 2. Ethernet Market
• Section 3. Fibre Channel Market
• Section 4. CWDM and DWDM Markets
• Section 5. Tunable Laser Modules
• Section 6. FTTx Modules
• Section 7. Sources of Information

The June 2008 Transceiver Sales Report Appendixes

• Appendix A. Shipments of SONET/SDH Modules
• Appendix B. Shipments of Ethernet Modules
• Appendix C. Shipments of Fibre Channel Modules
• Appendix D. Shipments of CWDM and DWDM Modules
• Appendix E. Shipments of FTTx Modules
• Appendix F. Shipments of Optical Interconnects
• Appendix G. Profit Margin, Net Income and Revenue Reported by Transceiver Vendors

The June 2008 Transceiver Sales Report Figures:

• Figure 1. Global quarterly transceiver sales
• Figure 2. Quarterly transceiver sales by market segment
• Figure 3. Quarterly sales of optical networking equipment, storage networking, and enterprise networking sales
• Figure 4. Average net income and profit margin of leading transceiver vendors
• Figure 5. Quarterly sales of SONET/SDH transceivers by data rate
• Figure 6. Quarterly sales of Ethernet transceivers by data rate
• Figure 7. Quarterly shipments of 10-GigE modules by form factor
• Figure 8. Quarterly sales of Fibre Channel transceivers by data rate
• Figure 9. Quarterly sales of CWDM and DWDM transceivers by data rate
• Figure 10. Quarterly shipments of tunable laser modules
• Figure 11. Quarterly shipments of FTTx transceivers by type
  

The June 2008 Transceiver Sales Report Tables:

• Table 1. Stock price movements of related companies after the Finisar-Optium merger announcement
• Table 2. Vendors whose sales information used for the report

*All the data listed above is also available in Excel spreadsheet formats upon request.
Contact megan@lightcounting.com for requests or more information.