Market Share Report: 3Q12 Global OC

January 3, 2013

Introduction

This report reviews performance for the optical components (OC) market. 22 highlighted vendors and 36 additional vendors are tracked by six segments: long-, medium-, and short-distance transmission, transmission discretes, amplifiers, and ROADMs/filters. It identifies the top suppliers in each segment. Gross and operating margin, investment, and new product news are also updated.

Highlights

Revenues in 3Q12 totaled $1,596m. The global OC market was up 1% sequentially but down 2% versus a year ago. Annualized revenues are now $6,287m, down 3% from a peak of $6,563 a year ago.

The outlook for 4Q12, based on vendor guidance provided in 3Q earnings calls, is for 2% sequential decline. Compared to forecast, the actual results through 3Q along with guidance for 4Q have 2012 tracking to $6,335 million, below the pessimistic forecast of $6,579 million published in August 2012.

NEC, JDSU, WTD, and NeoPhotonics gained share. The ROADM segment finally saw gains after six successive quarters of decline. Multiple vendors saw positive tunable XFP growth and are increasing capacity in response.

Features and Benefits

  • Identifies the fastest-growing OC market segments and the top OC suppliers in each segment.

  • Analyzes segment revenues and vendor guidance to predict direction and outlook for next quarter.

  • Discusses leading suppliers and technologies by segment and summarizes recent news by segment.

Key Questions Answered

  • Which OC suppliers are gaining or losing share by segment?

  • Which segments show strength or weakness?

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