Market Share Alert: 3Q12 Global OC

OC dragging along bottom; a better 2013 depends on R&D

December 21, 2012

Introduction

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.

Highlights

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?

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