Latest Components Research
OFC/NFOEC 2013 Recap: Market Poised for Expansion
The hottest topics at OFC/NFOEC 2013 were the promise of software-defined networking (SDN), the delivery of photonic integration solutions, and advances in 100G technology.
Market Share Spreadsheet: 4Q12 and 2012 Global OC
The optical component (OC) market share spreadsheet shows quarterly equipment vendor results by segment (long, medium, and short transmission; transmission discretes; transport amplifiers; and transport ROADMs/filters) and region.
China Is Hotbed for OC Industry Change
In the wake of a turbulent FTTx deployment cycle and a swelling tide of 100G+ market needs, the OC industry is open to change. Chinese optical component vendors are responding with strategic changes that have the potential to shake up the industry globally. Rising stars among them are poised now to make the move through vertical integration, globalization, and consolidation.
Market Share Alert: 4Q12 and 2012 Global OC
Preliminary 4Q12 results show the global optical components (OC) market posted 2012 revenues of $6.3bn, down 3% from the 2011 level. Manufacturing constraints from the 4Q11 Thai flood and macroeconomic uncertainty were major contributors to the 2012 decline.
OC Profitability: Small Suppliers Perform Better
OC vendors are struggling to build profitable businesses. R&D has recently been implicated as being too high, but our analysis of return on research capital for semiconductor and OC suppliers shows reasonable OC R&D spending for the market leaders.
Market Share Report: 3Q12 Global OC
This report reviews performance in the optical components (OC) market. Vendors are ranked in six segments -- long-, medium-, and short-distance transmission, transmission discretes, amplifiers, and ROADMs/filters -- and news is updated.
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 expectations; cautious spending due to macroeconomic uncertainty was a major contributor.
Market Share Spreadsheet: 3Q12 Global OC
The optical component (OC) market share spreadsheet shows quarterly equipment vendor results by segment (long, medium, and short transmission; transmission discretes; transport amplifiers; and transport ROADMs/filters) and region.
The Merger of China’s Smart Grid and PON – A Potential Perfect Storm
The State Grid Corporation of China (SGCC) has been testing communications technologies for the implementation of a smart grid and is conducting a pilot for 80,000 premises based on FTTx EPON (Ethernet passive optical networking). The deployment of a countrywide smart grid based on PON fiber communications would provide a $1.5-2.0 billion opportunity to FTTx component and equipment vendors.
Market Share Report: 2Q12 Global OC
This presentation details optical component sales and share in six segments: long-, medium-, and short-distance transmission, transmission discretes, amplifiers, and ROADMs/filters. It identifies the top suppliers in each segment.