Market Share Alert: 3Q12 Global OC
Preliminary 3Q12 results show the global optical components (OC) market posted revenues of $1.6bn for the third quarter in a row. Sales were below ; cautious spending due to macroeconomic uncertainty was a major contributor. Suppliers are looking forward to better days in 2013 but are struggling with lower revenues and margins while they need to spend on R&D to deliver higher-margin products.
Among the top 10 suppliers, CyOptics posted the strongest sequential gain (6%), while Oclaro posted the weakest performance with a 15% decline. Our 4Q12 outlook is for sequential contraction of 2%.
Features and Benefits
Discusses market growth for the quarter and which suppliers gained and lost share.
Examines trends underlying market performance and how this will affect spending in 2013.
Key Questions Answered
Which suppliers are gaining share in the optical components market and which are losing market share?
What is the outlook for 4Q12, and how will full-year 2012 results compare with forecast expectations?