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

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    NEW! Market Forecast Report (April 2019)

    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

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    High Speed Ethernet Optics (March 2019)

    This reported is focused on markets and technologies for Ethernet Optical transceivers, used in Data center, Enterprise and Telecom applications. It will include the latest shipment data and a forecast for more than 50 types of Ethernet transceivers segmented by speed.  More information

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  • 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:

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  1. State of the Industry Report May 2019
  2. Integrated Optical Devices May 2019

 

Download our Research Roadmap for a list of reports and publication dates.

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Upcoming Events

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See LightCounting's analysts at CLEO, May 6-9, San Jose, CA

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See LightCounting's Analysts at NGON, May 26-28, Nice France

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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 and Embedded Optical Modules
    • FTTx and Mobile Fronthaul Optics
    • High Speed Datacenter Interconnects

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

Pricing

Click here to download our Sales Brochure.

Individual reports: $5,000

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

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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newreportaoc

NEW! Market Forecast Report (April 2019)

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

Marketupdate

High Speed Ethernet Optics (March 2019)

This reported is focused on markets and technologies for Ethernet Optical transceivers, used in Data center, Enterprise and Telecom applications. It will include the latest shipment data and a forecast for more than 50 types of Ethernet transceivers segmented by speed.  More information

newreportaoc

Quarterly Market Update Report (March 2019)

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

Marketupdate

Market for PAM4 and Coherent DSPs (February 2019)

This report analyses the market for semiconductor IC chipsets used in optical transceivers and related products. The chipsets include laser drivers, CDRs, TIAs and in some cases FEC, PAM4 and coherent DSP ICs.

...More Information

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Market for Optics in China (January 2019)

Demand for optics from Chinese service providers surprised the industry in 2010-2018. It started with massive deployments of FTTx systems and continued with optical fronthaul in the access markets.

...More Information

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The Active Optical Cable and Embedded Optical Modules Market Analysis & Forecast Report (December 2018)

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

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Next Generation Access Optics (November 2018)

Mobile fronthaul has been a fast growing segment of the optical modules market, driven by the deployment of high capacity 4G mobile networks. ‘Fiber-to-the-X’ is a key enabler of today’s high-speed Internet, and advanced broadband......More information

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New Market for VCSEL Arrays in 3D Depth Sensing in Smartphones (October 2018)

This report analyzes the new business opportunity for suppliers of vertical-cavity surface-emitting laser (VCSEL) arrays for applications in 3D depth sensing for smartphone applications. It reviews different 3D......More information

Marketupdate

Mega Datacenter Optics (June 2018)

This report analyzes the impact of Mega Datacenters on the market for Ethernet optical transceivers, DWDM optics, Active Optical Cables (AOCs) and Embedded Optical Modules (EOMs). ...More information

Marketupdate

The Cloud Report (June 2018)

This LightCounting report focuses on the changing marketplace facing the communications service providers (CSPs) and the impact of their adoption of cloud services and technologies. The term cloud signifies the practice of using servers, switching, storage and networking to offer ......More information

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State of the Industry Report: Can New Higher Profit Levels be Sustained? (May 2018)

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

Marketupdate

Integrated Optical Devices (May 2018)

The potential impact of photonic integration on the optical communications market has captivated the imagination of the industry for the last two decades. Recent successes by vendors developing integrated products using Silicon photonics (SiP) ......More information

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Research Notes

The Unchartered Territory: Innovation and Optical Networks 2.0 April 2019

What does the arrival of 5G mean for Access optics? April 2019

OFC 2019: Debates continue on industry profitability, the end of pluggables, and integrated optics March 2019

Lasers Light the Road for the Self Driving Cars of Tomorrow February 2019

Luxtera: The Long Road to Success December 2018

Fixed Networks Want Some 5G Action November 2018

II-VI and Finisar: A Merger of Equals November 2018

Staying on the Right Side of Change October 2018

Steady Progress But No Surprises at ECOC 2018 October 2018

An Eventful Week for the End of July: Infinera Aquires Coriant as ZTE Goes Back to Work - July 2018

Do All Roads Lead to Copackaging of Optics and ASICs - July 2018

Ciena Presents a Coherent Vision of the Company's Future - June 2018

Scaling Up Production of Photonic Integrated Circuits - May 2018

Open Networks Move Closer to Wide Deployment at OFC 2018 - April 2018

Is This the Right Time for Optical Companies to Invest? - February 2018

Fiber Optics and Photonics in Aerospace and Automobile Platforms - November 2017

Optics in Cable TV Networks - November 2017

Ciena - A Western Alternative to Huawei and ZTE - October 2017

Mobile Fronthaul in the 5G Era - October 2017

CIOE and ECOC - September 2017

Where Will VCSELS Shine Next? - August 2017

Will Google and China Impact Next Generation Access Networks - August 2017

Will Pluggable Optical Modules Become Obsolete? - July 2017

Open Stack Summit - May 2017

Update on Silicon Photonics - May 2017

Highlights from OFC - March 2017

Mobile World Congress - March 2017

How the Trump Presidency Could Impact the Global Telecom Industry - February 2017

 

 

LightCounting in the Press

November 27, 2017 OFC Expands to 700 Exhibiting Companies, Marks 5 Year Growth Trajectory

November 6, 2017 Finisar 100G SWDM4 QSFP28 Transceiver Releases to Full Production

October 9, 2017 Applied Optoelectronics Extremely Compelling 2018 100G Data Center Optical Transceiver Market Demand Forecast

August 22, 2017 Ethernet Alliance Congratulates IEEE on Formation of IEEE 802.3 Beyond 10km Optical PHYs Study Group

March 16, 2017 Mellanox Ships More Than 200,000 Optical Transceiver Modules for Next Generation 100Gb/s Networks

March 1, 2017 China Optics and Cloud DCs Key to 2017-2021 Market Growth

January 30, 2017 No Hockey Stick Chart for Silicon Photonics says LightCounting

November 8, 2016 4WDM MSA Group to drive development of 10, 20, and 40km low-cost 100G for data centres

August 30, 2016 OIF Launches CEI-112G Project for 100G Serial Electrical Links

August 21, 2016 Intel's 100-gigabit Silicon Photonics Move

July 21, 2016 Optical Upgrades in China will Resonate Worldwide

June 8, 2016 The Tipping Point for Silicon Photonics

May 12, 2016 Optical Integration and Silicon Photonics: A View to 2021

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