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Friday, September 23, 2011 at 8:49AM Despite warnings that price cutting could erode the margins of high-valued optical components, analysts explain why they remain upbeat about the market's prospects.
"An organisation's gross margins ride on these new products"
Daryl Inniss, Ovum Components.
Monday, August 1, 2011 at 11:12AM Chart Watch: LightCounting
Summing transceiver shipments in the core of the network and plotting the data against traffic growth provides useful insights into the state of the network.
"We use transceiver shipment data [from vendors] to calculate how fast the network is growing and compare it to the traffic growth," says Vladimir Kozlov, CEO of market research firm, LightCounting.
Wednesday, July 27, 2011 at 9:31AM Recent market research suggests that the 100 Gigabit-per-second (Gbps) era is fast-approaching and that 100Gbps promises to leave the 40Gbps market opportunity in its wake.
“It could easily be ten to 15 years before we see 100Gbps in a big way on the public network side”
Mark Lutkowitz, Telecom Pragmatics
Monday, July 18, 2011 at 11:32AM Chart Watch: Ovum Components
The service provider industry, including wireless and wireline players, is up 6% year-on-year (2Q10 to 1Q11) to reach US $1.82 trillion, according to Ovum. The equipment market, mainly telecom vendors but also the likes of Brocade, has also shown strong growth - up 15% - to reach revenues of over $41.4 billion. But the most striking growth has occurred in the optical components market, up 28%, to achieve revenues of over $6 billion, says the market research firm.
Source: Ovum
Wednesday, June 15, 2011 at 8:14AM 
Quarterly market revenues, global optical networking (1Q 2011). Source: Ovum
Despite recent falls in optical equipment makers’ stock, the optical networking market remains in good health with analysts predicting 6-7% growth in 2011.
For Andrew Schmitt, directing analyst for optical at Infonetics Research, unfulfilled expectations are nothing new. Optical networking is a market of single-digit yearly growth yet in the last year certain market segments have grown above average: spending on ROADM-based wavelength division multiplexing (WDM) optical network equipment, for example, has grown 20% since the first quarter of 2010.
Thursday, April 14, 2011 at 8:58AM 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
Friday, January 28, 2011 at 4:19PM Benoît Felten has left Yankee Group to set up a market research and consultancy company addressing next-generation access.
Gazettabyte caught up with him to understand the goals of his new company, Diffraction Analysis, and why he believes next-generation access is critical for service providers.
"As soon as you, the operator, make that investment decision, it has fundamental implications as to who you are as a company"
Benoît Felten, CEO, Diffraction Analysis
