Despite near term uncertainty in the market, the optical communications industry is well positioned for growth in 2011-2015. Record sales of optical components and modules in 2010 are an early indication of the industry wide recovery. While growth in the optical networking equipment market lagged behind sharp increases in components sales last year, equipment sales are expected to accelerate in 2011. A slowdown in component sales reported by suppliers in early 2011 should not last for more than a quarter or two and this market will return to growth in the second part of 2011, as fluctuations in the industry supply chain even out. Lightcounting expects growth rates in the optical component market to remain higher than the networking equipment market over the next several years, since optics accounts for an increasingly larger fraction of equipment vendor cost and revenue.
The forecast report presents an analysis of infrastructure upgrades of the top ten network operators, a summary of trends in the networking equipment market and a detailed analysis of the forecast for optical components and modules. The forecast database (offered as an Excel file) includes historical data from 2008 to 2010, as well as a forecast through 2015 for optical components and modules used in Ethernet, Fibre Channel, SONET/SDH, CWDM/DWDM, wireless infrastructure, FTTx, and high performance computing applications. Historical sales data for the period from 2008 to 2010 is based on data from more than 30 transceiver vendors, including 25 vendors that shared confidential sales data with LightCounting. The market forecast out to 2015 is based on LightCounting's model which correlates transceiver sales with network traffic growth and projected subscribers of FTTx systems.
All x86 servers ship with at least one CPU from either Intel or AMD, at least a few gigabytes of memory, and in almost all cases, at least one disk drive. It is hard to differentiate one OEM’s Intel or AMD CPU or memory or disk drive; consequently, the I/O (input and output) peripherals and architecture is where the money is. Over the past ten years, Fibre Channel became a very profitable part of the server OEM portfolio. OEMs do not want to lose the opportunity to upsell I/O hardware and software solutions by quickly commoditizing the I/O by putting 10GbE as the standard (free) I/O solution.
passage of time
The forecast report presents an analysis of infrastructure upgrades of the top ten network operators, a summary of trends in the networking equipment market and a detailed analysis of the forecast for optical components and modules. The forecast database (offered as an Excel file) includes historical data from 2008 to 2010, as well as a forecast through 2015 for optical components and modules used in Ethernet, Fibre Channel, SONET/SDH, CWDM/DWDM, wireless infrastructure, FTTx, and high performance computing applications. Historical sales data for the period from 2008 to 2010 is based on data from more than 30 transceiver vendors, including 25 vendors that shared confidential sales data with LightCounting. The market forecast out to 2015 is based on LightCounting's model which correlates transceiver sales with network traffic growth and projected subscribers of FTTx systems.
All x86 servers ship with at least one CPU from either Intel or AMD, at least a few gigabytes of memory, and in almost all cases, at least one disk drive. It is hard to differentiate one OEM’s Intel or AMD CPU or memory or disk drive; consequently, the I/O (input and output) peripherals and architecture is where the money is. Over the past ten years, Fibre Channel became a very profitable part of the server OEM portfolio. OEMs do not want to lose the opportunity to upsell I/O hardware and software solutions by quickly commoditizing the I/O by putting 10GbE as the standard (free) I/O solution.
passage of time
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