LightCounting Forecasts Global Sales of Optical Transceivers to Exceed $2 Billion in 2009
Increased Sales Projection Spells Good News for Industry
| Source: LightCounting, LLC
EUGENE, OR--(Marketwire - October 5, 2009) - Global sales of optical transceivers are
expected to reach $2.1 billion in 2009, according to the latest Market
Forecast by LightCounting LLC, the premier opto-electronic transceiver
market research company. While this is a minor improvement in the market
outlook, it is a major shift upward from the sharp declines in transceiver
sales reported in late 2008 - early 2009. LightCounting maintains a
conservative 5% growth projection for 2010, considering the uncertainty of
timing a sustainable economic recovery. Double-digit growth will likely
follow in 2011-2013, as the optical networking industry rushes to meet
steadily growing bandwidth demand.
Key indicators of the improving market include:
-- Higher than expected transceiver sales by vendors focused on the Asian
market, which are likely to post 5-15% increases in annual sales.
-- Majority of optical transceiver suppliers reported increasing orders in
Q2 2009 and projected 5-10% revenue growth for the last two quarters of
2009.
-- FTTx deployments continue strong despite the downturn, as carriers race
to provide new voice, video, and data service bundles to bandwidth-hungry
consumers.
-- Bandwidth utilization in optical networking infrastructure remains high.
-- Datacenter upgrades are gaining momentum again, as competition among
content providers intensifies ahead of the imminent economic recovery.
"Despite reported market improvements, service providers are likely to stay
prudent and favor incumbent technologies," commented Dr. Vladimir Kozlov,
founder and CEO of LightCounting. "This trend will sustain the SONET/SDH
market through 2011-2013, while delays in the adoption of 100-GigE
interfaces will open the door for 40-GigE to become the higher-speed
Ethernet of choice for most applications."
This report presents historical data from 2006-2008 and a detailed market
forecast through 2013 for SONET/SDH, Ethernet, Fibre Channel, CWDM, DWDM,
FTTx transceivers, Optical Interconnects, and Active Optical Cables, sorted
into over 100 product categories. The report includes detailed forecasts
for XFP and XFP-E 10 Gbps tunable transceivers as well as QSFP, CFP and
CXP, 40-Gbps and 100-Gbps modules. The 2006-2008 sales data accounts for 30
transceiver vendors, with more than 25 sharing confidential sales data with
LightCounting.
About LightCounting
LightCounting LLC is the premier opto-electronic transceiver market
research company, offering quarterly transceiver market survey results and
forecasts based on confidential data provided by more than 25 leading
transceiver vendors. LightCounting is the opto-electronic transceiver
market's source for accurate, detailed and relevant information necessary
for doing business in today's challenging economic climate. Privately held,
LightCounting is headquartered in Eugene, Oregon, with offices in Silicon
Valley. For more information: www.LightCounting.com or 408.962.4851.
To purchase LightCounting Reports, please contact Megan Andreosky,
megan@lightcounting.com.