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Friday, June 1, 2012 at 6:33AM A Q&A with Vladimir Kozlov, CEO of market research firm, LightCounting. The first of occassional quick interviews with industry figures.
"You have to look over a longer time frame to understand the industry and appreciate the progress"
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
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
Tuesday, September 21, 2010 at 5:02AM Cisco Systems’ acquisition of CoreOptics means the company has largely cornered the coherent market, says Telecom Pragmatics.
Cisco Systems announced its intent to acquire the optical transmission specialist CoreOptics back in May. CoreOptics has digital signal processing expertise used to enhance high-speed long-haul dense wavelength division multiplexing (DWDM) optical transmission. Cisco’s acquisition values the German company at US $99m.
"Let me be clear, we don’t believe 100Gbps serial will dominate the market for a long time, or 40Gbps for that matter"
Mark Lutkowitz, Telecom Pragmatics
Thursday, July 15, 2010 at 7:19AM Vladimir Kozlov has been covering the optical components industry as an analyst since the optical boom of 2000. Here he reflects on the industry over the last decade.
Average gross margin by industry. Source: LightCounting
