Abstract
The top line numbers for the optical component and modules sales were almost
flat in 2012 and this market is projected to grow by just a few percentage
points in 2013. However, there is a lot of action under the surface of these
steady top-line numbers. While numerous network upgrade projects continue
worldwide, fierce competition among suppliers of telecom equipment, optical
components and modules pushes down prices and negatively impacts revenue
growth.
Analysis of publicly reported revenues of equipment vendors combined with
confidential sales data of optical components and modules, collected by
LightCounting, offer a unique insight into market dynamics, presented in this
report. The report also presents analysis of network bandwidth growth
calculated from data on shipments of opto-electronic interface modules
employed in telecom, enterprise, and storage area networks. This approach to
tracking the market offers an effective method for identifying the timing and
scope of infrastructure upgrade cycles, technology transitions, and even
product life cycles.
In addition to in-depth market analysis, this report offers summaries of the
latest business developments and financial performance for leading equipment
manufacturers. It also includes sales data on more than 100 product categories
covering the period from Q1 2011 to Q4 2012 for SONET/SDH, Ethernet, Fibre
Channel, CWDM, DWDM, FTTx transceivers, and high speed optical interconnects,
including active optical cables. The report also discusses guidance for the
first half of 2013 and potential changes to LightCounting's market forecast
published in December 2012. Data for the report was provided by more than 20
leading module and component vendors.
Table of Contents
Abstract
Table of Contents
Executive Summary
Section 1. Telecom Equipment Market and Vendor Highlights
- ADTRAN struggles in 2012 after record revenues in 2011
- ADVA targets financial services vertical for revenue growth
- Alcatel-Lucent continues to sag but hopes to regroup under new management
- Ciena sees positive impact from acquisition of Nortel's MEN unit
- Ericsson responding to competition in packet optical technology
- Fujitsu focuses on the Cloud and a commanding presence in Japan
- Huawei brings next-generation capabilities to optical networks and lands
on top
- Infinera bets on 500 Gbps PIC technology to attract Tier 1 customers.
- Nokia Siemens Networks sells optical and other non-core businesses,
focuses in on mobile broadband
- Tellabs shrinks further as it continues its transition toward mobile
backhaul and network intelligence markets
- ZTE revenues come back to earth while profits slide
Section 2: Ethernet and Storage Networking Equipment Market and Vendor Highlights
- Brocade Networks reports strong sales of 10 Gbps and 16 Gbps products.
- Cisco had a good 2012
- Dell: Networking equipment sales surge, while PC environment remains grim
- EMC continues to roll
- Emulex host bus adapter sales continue to grow while Ethernet LOMs level
off
- HP hits obstacles on its way to a turnaround
- IBM is holding to normal seasonality
- Juniper Networks holding steady as new products begin to ramp
- Qlogic revenues impacted by soft IT spending
Section 3: Sales of Optical Components and Modules
- SONET/SDH Transceiver Market
- CWDM and DWDM Interfaces
- Ethernet transceivers
- Fibre Channel transceiver market
- FTTx transceivers
- Optical interconnect market
Appendix A: Quarterly Sales Data of Telecom and Datacom Networking Equipment Suppliers
Market Update Report published by Light Counting in March 30, 2013. This report price starts from US $ 5000.
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