Market Report

Report Abstract

This report provides a holistic analysis of the global communications industry, during a period of unprecedented growth in demand for artificial intelligence and the rise of Cloud companies. It examines business strategies of telecom service providers and Cloud companies, as well as their suppliers of networking equipment, optical and electronic components.

A detailed analysis of revenue growth and profitability across different levels of the industry supply chain in 2014-2023 is used to identify challenges and opportunities for the future. The report also includes a review of the latest mergers and acquisitions and their impact on the market landscape.

This report takes a deeper look at suppliers of optical components and modules, providing market shares of leading vendors sorted into the several categories (top 3, top 4–6, top 7–10, and other vendors). It includes data on diversification of the top 12 leading suppliers of optical transceivers in the Ethernet, Fibre Channel, WDM, FTTx and Wireless market segments. Many of the leading component vendors shared confidential sales data with LightCounting to support this study.