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Market growth picks up again in early 2015 after a pause in the second half of 2014


LightCounting Releases New Quarterly Market Update for Optical Communications

Eugene, Oregon, 18 March 2015-LightCounting, a leading optical communications market research company, today released the March 2015 edition of its Quarterly Market Update. This report provides guidance for near-term optical component demand based on analysis of recent public and private industry data for service providers, equipment makers, and components vendors.

The optical components market has been growing at 8-12% per year on average over the past 5 years, but growth slowed in the second half of 2014. However, more recent reports from suppliers indicate that demand has picked up, and in some cases sales are capacity constrained. Finisar's CEO recently stated “If we could double our output, we could sell double our output” with respect to new CFP2 modules, and MACOM's CEO said “if we could quadruple capacity, we could can sell everything we make”, speaking about its newly acquired BinOptics Indium Phosphide laser products. Based on these and other private conversations with vendors LightCounting expects the market to set a new record in Q2 2015.

LightCounting’s analysis also reveals that several smaller vendors, including Acacia Communications, Applied Optoelectronics and Innolight grew faster than larger vendors in 2014, and LightCounting believes this trend is likely to continue this year. Acacia reported strong demand for 100G DWDM transponders and plans to ramp production of silicon-photonics products in 2015. Applied Optoelectronics and Innolight are benefiting from doing business with ‘white box’ suppliers and Web2.0 companies, such as Google.

Accelink, Applied Optoelectronics, Avago, Delta, Eoptolink, Finisar, Fujitsu, HG-Genuine, Hisense, Hitachi Cable, Innolight, JDS Uniphase, NEC, NeoPhotonics, Oclaro, OE Solutions, Source Photonics, Sumitomo, Superxone and TE Connectivity contributed proprietary sales data for the March 2015 update.

LightCounting’s Quarter Market Update report package includes of the following:

  • Approximately 50 PowerPoint slides with charts and tables ready for reuse
  • An Excel spreadsheet containing:
    • The 6 latest quarters of shipments, prices, and revenues for ~100 optical transceiver products, based on LightCounting’s proprietary survey of more than 20 optical components vendors.
    • Five years of quarterly financial data for leading service providers, equipment makers, and optical components vendors.
    • Original charts and data used in the slide deck

Quarterly Market Update reports are published four times per year in March, June, September, and December.

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ABOUT LIGHTCOUNTING MARKET RESEARCH
LightCounting is a leading optical communications market research company, offering semiannual market updates, forecasts, and state-of-the-industry reports based on its analysis of primary research with dozens of leading module, component, and system vendors as well as service providers and other users. LightCounting is the optical communications market’s first choice source for the accurate, detailed, and relevant information necessary for doing business in today’s highly competitive environment. For more information, visit: www.LightCounting.com or follow us on Twitter at @LightCounting.

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Renee Isley
LightCounting Market Research
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Renee@LightCounting.com

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George Stojsavljevic
LightCounting Market Research
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George@LightCounting.com