SOURCE: Infonetics Research

Infonetics Research

May 11, 2011 16:56 ET

Infonetics Research: Optical transceiver market rockets to $1.2B in 2010, forecast to hit $2.8B by 2015

BOSTON, MA--(Marketwire - May 11, 2011) - Market research firm Infonetics Research today released excerpts from its 10G/40G/100G Optical Transceivers Market Size and Forecast, the industry's most detailed report tracking 10 Gigabit, 40 Gigabit, and nascent 100 Gigabit optical transceivers and transponders.

The report, which tracks transceivers and transponders sold into the optical transport, enterprise, and carrier routing and switching markets, is the first to use end-market projections of carrier preferences and equipment shipments to drive component forecasts, including shipments of 40G and 100G ports designed and manufactured in-house by network equipment manufacturers (NEMs), such as Ciena and Huawei.

ANALYST NOTE

"For dominant vendors with good cost controls and broad product lines, the 10G transceiver market is a good place to be, a sharp contrast to the reality of the previous 10 years. Unfortunately for some component suppliers, NEMs are supplying an increasing share of 40G and 100G long reach ports, leaving optical module manufacturers to fight for a diminishing share of this accelerating market. There will be minimal market for many suppliers of 40/100G transponders, until the NEMs decide to outsource supply, most likely not until 2013 or later," expects Andrew Schmitt, Infonetics Research's directing analyst for optical.

MARKET HIGHLIGHTS

  • The 10G, 40G, and 100G transceiver and transponder market is forecast by Infonetics to grow to $2.8 billion worldwide by 2015
  • Overall 10G optical transceiver/transponder revenue jumped 160% in 2010, but 10G growth will slow as the market shifts to more compact form factors with less electronics (SFP+ and XFP) and lower ASPs
  • 10G WDM module shipments more than doubled year over year, but growth is expected to be more in line with end-equipment market growth in 2011
  • 10G SFP+ module shipments tripled in 2010 on the strength of 10GbE and 8G FC deployment
  • Shipments of long reach 40G optics made by NEMs exploded in 2010, thanks mainly to Huawei and Ciena
  • 2013 will be the pivotal year for the 100G market, when price points will be reached that drive widespread adoption; 100GBase-LR4 pricing is expected to rapidly drop as multiple component vendors are entering the landscape

REPORT SYNOPSIS
Infonetics' 10G/40G/100G Optical Transceivers report provides analysis, market size, and forecasts through 2015 for manufacturer revenue and units shipped. The report analyzes the market by module, reach, wavelength, and form factor, tracking:

  • 10G modules by tunable, WDM (fixed C-band), 1550nm, 1310nm, and 850nm wavelengths, split by form-factor: 300 pin, XFP, SFP+, NEM-developed, other (X2, XENPAK, etc.)
  • 40G modules by tunable, short reach, intermediate reach, and long reach wavelengths: DPSK, DQPSK, PM-QPSK, opto duo-binary (ODB), NEM-developed Coherent, NEM-developed Non-Coherent, 40GBase-FR, 40GBase-LR4, 40GBase-SR4
  • 100G modules by tunable, short/intermediate reach, long reach: 100G DWDM, 100G DWDM NEM-developed, 100GBase-LR4 (10x10 MSA), 100GBase-SR10

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Infonetics Research is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.

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