Is the tunable laser market set for an upturn?

Part 2: Tunable laser market

"The tunable laser market requires a lot of patience to research." So claims Vladimir Kozlov, CEO of LightCounting Market Research. Kozlov should know; he has spent the last 15 years tracking and forecasting lasers and optical modules for the telecom and datacom markets.

Source: LightCounting, Gazettabyte

The tunable laser market is certainly sizeable; over half a million units will be shipped in 2014, says LightCounting. But the market requires care when forecasting. One subtlety is that certain optical component companies - Finisar, JDSU and Oclaro - are vertically integrated and use their own tunable lasers within the optical modules they sell. LightCounting counts these as module sales rather than tunable laser ones.

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Optical transceiver market to grow 50 percent by 2017

• The optical transceiver market will grow to US $5.1bn in 2017
• The fierce price declines of 2012 will lessen during the forecast period
• Stronger traffic growth could have a significant positive effect on transceiver market growth

"The price declines in 2012 were brutal but they will not happen again [during the forecast period]"

Vladimir Kozlov, LightCounting

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China and the global PON market

China has become the world's biggest market for passive optical network (PON) technology even though deployments there have barely begun. That is because China, with approximately a quarter of a billion households, dwarfs all other markets. Yet according to market research firm Ovum, only 7% of Chinese homes were connected by year end 2011. 

"In 2012, BOSAs [board-based PON optical sub-assemblies] will represent the majority versus optical transceivers for PON ONTs and ONUs"

Julie Kunstler, Ovum

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ZTE takes PON optical line terminal lead

ZTE shipped 1.8 million passive optical network (PON) optical line terminals (OLTs) in 2011 to become the leading supplier with 41 percent of the global market, according to Ovum. 

"ZTE is co-operating with some Tier 1 operators in Europe and the US for 10GEPON and XGPON1 testing"

Song Shi Jie, ZTE

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Chinese optical component vendors set for change

China’s optical component firms must adapt if they are to match their Western counterparts in market reach, company ambition and technology portfolios. These are the findings of a report - China: The New Land of Opportunity - on the local optical component (OC) industry by market research firm, LightCounting.

“If [Chinese optical component] companies get $100m from an IPO, they have the resources to really do things”

Vladimir Kozlov, LightCounting

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