About Our Company

Our Analyst Team

Vladimir Kozlov: Founder and CEO

John Lively: Principal Analyst

Dale Murray: Principal Analyst

Rebecca Andersen: Executive Director of Research

George Stojsavljevic: Business Development and Account Management

Renee Isley: Vice President, Operations, Analyst

James Kisner: Principal Analyst and Managing Director, Financial Services Business Development

Pauline Rigby: Consultant

Roy Rubenstein: Consultant





Latest Reports

NEW!! Optical Communications Market Forecast: (October 2019)

 Abstract: This report provides a detailed market demand forecast through 2024 for optical components and modules used in Ethernet, Fibre Channel, SONET/SDH, CWDM/DWDM, wireless infrastructure, FTTx, and high - performance computing (HPC) applications. More information »


High Speed Ethernet Optics (September 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

Quarterly Market Update Report (September 2019)

 Abstract: 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 »

Mega Datacenter Optics (July 2019)

 Abstract: This report analyzes the impact of Mega Datacenters on the market for Ethernet optical transceivers and DWDM optics.  It leverages extensive historical data on shipments of Ethernet and DWDM interface modules combined with market analyst research to make projections for sales of these products in 2019-2024 ... More information »


State of the Industry Report: Optics Remain the Weakest Link in the Industry Supply Chain (May 2019)

 Abstract: This report provides a holistic analysis of the global communications industry, and the factors affecting profitability at each level of the value chain. It examines the profitability and long-term strategies of traditional telecom service providers ...More information »


Integrated Optical Devices (May 2019)

 Abstract: The potential impact of photonic integration on the optical communications market has captivated the imagination of the industry for the last two decadesMore information »

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


Market for Optics in China (January 2019)

 Abstract: 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 »


Active Optical Cables and Embedded Optical Modules (December 2018)

 Abstract: This two-part report examines the optical interconnect segments that have long served as data bridges between elements of large systems or cluster...More information »


Next Generation Access Optics (November 2018)

Abstract: 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 ... More information »


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

The Cloud Report (June 2018)

 Abstract: 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 »





















Dale Murray, Principal AnalystScott Schube

Dale has over 29 years of industry experience in fiber optics and optoelectronics with an extensive background in new product development and business development.

At LightCounting, Dale covers datacom markets and components from standardized optical links to next generation high-speed optical interconnects.

Optoelectronic Industry Experience

Dale helped establish the fiber optic initiative at Tyco Electronics [then AMP Incorporated] and led all aspects of new product development for active, passive and connector products as well as technology development. He built a multifaceted advanced development team and as Director of Development Engineering he led the successful launch of multiple new products including the first optical backplane interconnect, the MPX. He established development programs for fiber couplers, attenuators, planar waveguide splitters and muxes, optical switches, GbE transceivers, and parallel optic data link modules. Under DARPA programs he supported optical interconnect and optical backplane demonstrations. Most recently Dale led a manufacturing engineering and test team for Active Optical Cables.

At a Bell Labs startup for highly integrated massively parallel optical interconnects, Dale led the transition from proof of principle devices to manufacturing.

At W.L. Gore he led business development for optical data links for datacom and telecom applications. He also supported custom fiber optic assemblies for DoD programs.

Dale has been responsible for the product roadmaps, product specifications and technology partnerships at several organizations in his career.

Market Research Experience

While at ElectroniCast, Dale was sole author of two major market studies: VCSEL Transceivers and 10 Gbps Transceivers. He also acted as a technical consultant for clients including business plan and technology roadmap analysis.


Dale received a BSME from the University of Delaware and an MBA from Shippensburg University.