Optical industry restructuring: The analysts' view

The view that the optical industry is due a shake-up has been aired periodically over the last decade. Yet the industry's structure has remained intact. Now, with the depressed state of the telecom industry, the spectre of impending restructuring is again being raised.

In Part 2, Gazettabyte asked several market research analysts - Heavy Reading's Sterling Perrin, Ovum's Daryl Inniss and Dell'Oro's Jimmy Yu - for their views.

Part II: The analysts' view

"It is just a very slow, grinding process of adjustment; I am not sure that the next five years will be any different to what we've seen"

Sterling Perrin, Heavy Reading

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Has the restructuring of the optical industry already started?

The view that consolidation in the optical networking industry is needed is not new. For a decade, ever since the end of the optical boom in 2001, consolidation has been called for and has been expected. And while the many optical startups funded then have long exited or been acquired, the optical industry continues to support numerous optical networking and component generalist and specialists. 

Given the state of the telecom market, is a more fundamental industry restructuring finally on its way? 

"The business model of the communication sector needs to change, and change in a relatively short order"

Larry Schwerin, CEO of Capella Intelligent Subsystems

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