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Latest Reports

NEW!! High Speed Ethernet Optics (September 2017)

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

NEW!! Quarterly Market Update Report (September 2017)

 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 (June 2017)

 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 2017-2022 ... More information »

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State of the Industry Report: Sustainable Profitability is Within Reach (May 2017)

 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 »

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Optical Communications Market Forecast: (April 2017)

 Abstract: This report provides a detailed market demand forecast through 2021 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 »

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Integrated Optical Devices (January 2017)

 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 »

Active Optical Cables and Embedded Optical Modules (December 2016)

 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 »

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Next Generation Access Optics (November 2016)

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 »

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LightCounting's Forecast Methodolgy

What is LightCounting's Definition of Integrated Optical Devices?

What is the difference between 2017 High Speed Ethernet Optics reports and 2016 High Speed Datacenter Optics Interconnects report?

What is the difference between forecast database delivered with High-Speed Datacenter Optics, Mega Datacenter Optics and Market Forecast reports?

What is included in Market Update Reports?

What is the scope of Market Forecast Reports?

What is covered by State of the Industry Reports?

How does LightCounting count 40Gbps DWDM and 100Gbps DWDM Ports?

Report Packages?

Continuous Information Services?

Licenses?

Custom Consulting Services?

How to avoid double counting tunable lasers in the forecast report:

What is LightCounting's Definition of Integrated Optical Devices?

The scale of optical integration varies from combining just two functionalities to much more complex photonic integrated circuits (PICs). For the purpose of this report, we use the broadest definition of integration, including hybrid and monolithic approaches. Any product, which combines more than one key functional element, such as a laser, modulator or detector, on the same chip or Planar Lightwave Circuit (PLC), is considered as integrated. For simplicity, we do not consider lenses, filters, Mux/Demuxes and isolators as key functional elements in this report.

We sort the integrated products into three categories: 2x, 4x and Large Scale (LS) integration:

  • An electro-absorption modulated laser (EML) is an example of a 2x integrated product, as it combines two functions or elements (a laser and a modulator) on the same chip.

  • A 100GbE (4x25G) QSFP28 optical transceiver, which typically includes four laser chips integrated with a PLC is a good example of 4x integrated product. In contrast, 100GbE (4x25) CFP modules, which are usually assembled of pre-packaged lasers and detectors, are not considered as integrated. Some manufacturers may use pre-packaged lasers to manufacture QSFP28 modules, but we will have to ignore these cases to simplify the analysis.

  • A 100G DWDM CFP SiP-based transponder, combining much more than 4 functions on the same chip, is defined as a LS integrated module. A 12x10G CXP transceiver or an AOC are other examples of LS integration.

Discrete optics, in our definition, includes optical transceivers comprised of pre-packaged lasers and photodiodes. The majority of FTTx transceivers or BOSAs, 100GbE CFP modules are examples of products considered as discrete in this report.

In order to estimate the impact made by integration technologies in terms of product sales, we look at the market for optical transceivers, rather than laser chips, packaged transmitters or detectors. This allows us to use a consistent set of pricing data collected by LightCounting for the last 12 years.

In some cases, this approach may overestimate the impact of integration on the market. For example, 100G DWDM transponders include a variety of other components in addition to integrated InP or SiP modulators, which account for a relatively small fraction of the total module cost. The market data does not account for InP integrated products made by Infinera, as these are not made as transponders, but it does include SiP-based CPAK modules made by Cisco. Despite these challenges, the presented approach offers a self-consistent analysis of the market for tracking advancements made by optical integration technologies.

What is the difference between 2017 High Speed Ethernet Optics reports and 2016 High Speed Datacenter Optics Interconnects report?

New High Speed Ethernet optics reports (to be published in March and September 2017) will be significantly shorter than the 2016 High Speed Datacenter Optical Interconnect report. The new reports will include only Chapter 3 and 4 of the old one. Chapters 1 and 2 will be added to the new Mega-datacenter optics report (to be published in June 2017).

The idea is to make new High Speed Ethernet optics reports focused on the forecast and all the changes in IEEE discussions, vendor positions, new products and technologies for Ethernet. This will help clients to make tactical decisions using the latest market data. The new Mega Datacenter optics report will be longer and more holistic report helping clients to make longer term strategic decisions.

The new reports on High Speed Ethernet Optics will include detailed forecast for Ethernet transceivers. The Mega-datacenter optics report will include the same Ethernet forecast as well as forecast for AOCs and DWDM optics used for datacenter applications.

What is the difference between forecast database delivered with High-Speed Datacenter Optics, Mega Datacenter Optics and Market Forecast reports?

First, LightCounting has one forecast model for Ethernet transceivers that is updated every six months based on the latest survey data from module vendors. This common forecast model underpins all three reports.

While the focused High-Speed Datacenter Optics and Mega Datacenter Optics reports use exactly the same Ethernet forecast database, additional data and analysis presented in the two reports is different. The Mega Datacenter Optics Report is published in March. Its database includes very detailed forecasts for Ethernet transceivers and for CWDM/DWDM ports. The forecast is also sorted by application into Cloud, Enterprise and Telecom segments.

The High-Speed Datacenter Optics is published in September. It does not address CWDM/DWDM ports, but instead includes a detailed forecast of Fibre Channel transceivers. The analysis focuses on the dynamics inside the data centers, the standards bodies as well as the market and technology behind the evolution of the module market.

In contrast to our focused reports, the Market Forecast Report database covers the entire breadth of the optical module industry. It includes a less detailed version of the Ethernet transceiver forecast, but more details on the CWDM/DWDM optics, such as transceivers, transponders, discrete optics, modulators, receivers, tunable lasers and wavelength selective switches (WSSs). It also includes data on transceivers used in SONET/SDH, Wireless Infrastructure, Fibre Channel and FTTx applications as well as optical interconnects, such as active optical cables (AOCs) and embedded optical modules (EOMs). Our Market Forecast Report is updated every six months and published in April and October (one month after each of the Datacenter Optics reports).

To summarize:

  • Market Forecast Report: Published April and October

    • History and forecast for every segment of optical module market

    • More basic forecast for Ethernet, AOCs and EOMs.

    • Analysis of Carriers, Service Providers and internet infrastructure drivers

  • Mega Datacenter Optics Report: Published in March

    • Focused report on Ethernet optical modules in most granular detail. Also CWDM/DWDM ports for data centers

    • Analysis of consumption by application space: Cloud, Enterprise, Telecom

  • High-Speed Datacenter Optics Report: Published in September

    • Focused report on Ethernet and Fibre Channel optical modules in most granular detail.

    • Analysis focuses on the dynamics inside the data centers, the standards bodies as well as markets and technologies.

What is the difference between forecast database delivered with High-Speed Datacenter Optics, Mega Datacenter Optics and Market Forecast reports?

First, LightCounting has one forecast model for Ethernet transceivers that is updated every six months based on the latest survey data from module vendors. This common forecast model underpins all three reports.

While the focused High-Speed Datacenter Optics and Mega Datacenter Optics reports use exactly the same Ethernet forecast database, additional data and analysis presented in the two reports is different. The Mega Datacenter Optics Report is published in March. Its database includes very detailed forecasts for Ethernet transceivers and for CWDM/DWDM ports. The forecast is also sorted by application into Cloud, Enterprise and Telecom segments.

The High-Speed Datacenter Optics is published in September. It does not address CWDM/DWDM ports, but instead includes a detailed forecast of Fibre Channel transceivers. The analysis focuses on the dynamics inside the data centers, the standards bodies as well as the market and technology behind the evolution of the module market.

In contrast to our focused reports, the Market Forecast Report database covers the entire breadth of the optical module industry. It includes a less detailed version of the Ethernet transceiver forecast, but more details on the CWDM/DWDM optics, such as transceivers, transponders, discrete optics, modulators, receivers, tunable lasers and wavelength selective switches (WSSs). It also includes data on transceivers used in SONET/SDH, Wireless Infrastructure, Fibre Channel and FTTx applications as well as optical interconnects, such as active optical cables (AOCs) and embedded optical modules (EOMs). Our Market Forecast Report is updated every six months and published in April and October (one month after each of the Datacenter Optics reports).

To summarize:

  • Market Forecast Report: Published April and October

    • History and forecast for every segment of optical module market

    • More basic forecast for Ethernet, AOCs and EOMs.

    • Analysis of Carriers, Service Providers and internet infrastructure drivers

  • Mega Datacenter Optics Report: Published in March

    • Focused report on Ethernet optical modules in most granular detail. Also CWDM/DWDM ports for data centers

    • Analysis of consumption by application space: Cloud, Enterprise, Telecom

  • High-Speed Datacenter Optics Report: Published in September

    • Focused report on Ethernet and Fibre Channel optical modules in most granular detail.

    • Analysis focuses on the dynamics inside the data centers, the standards bodies as well as markets and technologies.

 

What is included in Market Update Reports?

This report provides an analysis of business developments and financial performance in the optical equipment and optoelectronic module markets. The analysis focuses on recent quarterly performance data to benchmark the performance of leading component, module, and equipment manufacturers.

  • Review of quarterly sales of telecom, enterprise and storage area networking equipment, using publicly disclosed information and interviews with leading manufacturers.

  • Review of quarterly sales of optical components and modules based publicly reported and confidential sales information provided by at least 20 leading manufacturers and interviews with their customers and suppliers.

  • Analysis of market dynamics based on network bandwidth growth calculated from data on shipments of optoelectronic interfaces.

  • Detailed database of quarterly shipments and sales for more than 100 product categories of optoelectronic modules including transceivers, transponders, linecards and WSS, employed in WDM, SONET/SDH, Ethernet, Fibre Channel, FTTx, wireless backhaul and optical interconnect applications.

What is the scope of Market Forecast Reports?

This report analyses the supply chain from component vendor to service provider to develop a near term forecast for optoelectronic modules.

  • Analysis of trends in capital expenditures of top 10 global carriers and their implications for network infrastructure expansion worldwide.

  • Review of annual sales of telecom, enterprise and storage area networking equipment, using publicly disclosed information and interviews with leading manufacturers.

  • Review of annual sales of optical components and modules based on confidential sales information provided by at least 20 leading manufacturers and interviews with their customers and suppliers.

  • Detailed forecast for shipments and sales for more than 100 product categories of optoelectronic modules including transceivers, transponders, linecards and WSS, employed in WDM, SONET/SDH, Ethernet, Fibre Channel, FTTx, wireless backhaul and optical interconnect applications.

What is covered by State of the Industry Reports?

This report examines the market position and strategic direction of leading optical component and module vendors.

  • Review of revenue growth and profitability across the optical networking supply chain including major carriers, content providers, equipment manufacturers and component suppliers.

  • Analysis of business strategies of leading telecom, enterprise and storage area networking equipment manufacturers.

  • Data on market shares of top 3, top 6 and top 10 optical component and module vendors in WDM, SONET/SDH, Ethernet, Fibre Channel, FTTx, wireless backhaul and optical interconnect market segments. Market shares of individual suppliers are not reported to protect confidential sales data disclosed by these vendors to LightCounting.

  • Profiles of more than 30 optical component and modules vendors.

  • Summary of publicly available data on customer supplier relations across the industry.

How does LightCounting count 40Gbps DWDM and 100Gbps DWDM Ports?

The 40/100G DWDM port count is calculated from shipments of modules (transponders) and discrete components (like modulators, lasers, receivers). This allows us to account for ports that use transponders (made by Finisar and Oclaro) and ports that are assembled internally by Ciena, Huawei, etc. out of discrete components. The forecast database page titled "CWDM and DWDM modules" include shipments of transponders only, which account a very small fraction of the totalĀ  40/100G DWDM ports. The page titled "Total ports" shows detailed calculations of the port count.

Report Packages?

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

Continuous Information Services?

This package consists of groups of reports and databases, a choice of several Focus reports and extensive access to analysts for inquires and discussions. Subscribing to the CIS also entitles you to advance forecasts and publications ahead of general release.

Licenses?

All reports come with a Corporate license.

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.

As data speed continue to increase past 40G and 100Gbps, physics dictate eventually all high-speed interconnects transitioning to optical technologies that interconnects chips or systems. We focus on the markets, products, and technologies at the boundary-line tension of the "Optical/Electronic border " specifically in the area of High-Speed Systems Interconnects (HSSI).

This includes transceivers and interconnects in: Sonet/SDH, GbE, FTTH, Infiniband, Fiber Channel, CWDM/DWDM, serial and parallel optics, active cables, silicon photonics, optical manufacturing and 10GBASE-T.

Our domain experience and expertise spans optical communications systems, optical components, communications semiconductors. Our team has several PhDs and senior executives collectively with over 45 years industry experience at start-ups to major companies in optical and semiconductor communications and over 35 years of experience in market research and consulting.

How to avoid double counting tunable lasers in the forecast report:

We are also trying to avoid double counting of tunable lasers. As indicated in red text on the tunable laser page of the database: it does NOT include lasers sold as part of 300-pin or XFP transceivers. If you are looking for the total number of tunable lasers, you should add data on the tunable laser page and data on tunable DWDM transceivers.