September 08, 2008 06:30 ET
LightCounting Forecasts 37% CAGR for 10-GigE Optical Transceiver Shipments in 2008-2011
Technological Trends and Vendor Consolidation Play Vital Roles as Carriers Push for 100Gbps Transponders
EUGENE, OR--(Marketwire - September 8, 2008) - The optical transceiver market is undergoing a
significant transformation in 2008, with several important trends that were
gradually setting pace in 2004-2007, now rapidly reshaping the industry,
reports the latest Transceiver Market Forecast from LightCounting, the
premier transceiver research company.
Technologically, Ethernet and DWDM will drive the market from 2008 to 2011.
Low-cost 10-GigE SPF+ modules will dominate data communications, as
evidenced by their stellar first year, with sales already eclipsing all
other 10-GigE form factors. Despite the European market slowdown, FTTx will
become increasingly significant as GPON and next generation PON gain
prominence through 2011. Rapidly increasing bandwidth demands will fuel
migration to higher data rates with early adopter global carriers like
Verizon Communications committed to transitioning to 40-Gbps and 100-Gbps
"We certainly want 100-Gbps as soon as possible and we're pushing the
industry in that direction," says Glenn Wellbrock, Verizon's director of
backbone network design.
Verizon also wants 100-Gbps transponders to ensure supply from several
sources, and to help drive down costs.
"The optical transceiver market is undergoing a significant transformation
in 2008. Several important trends that were gradually setting pace in
2004-2007, are rapidly reshaping this industry now," says Dr. Vladimir
Kozlov, founder of LightCounting.
"The leading transceiver players are in acquisition mode to increase their
scale, profit margins, and vertical integration opportunities, as well as
to enhance their systems know-how," says Dr. Roy Rubenstein, director of
research, LightCounting. "They are meeting head-on the dual challenge of
emerging, more demanding opportunities like 100-Gbps and the continual cost
efficiencies demanded by operators and equipment vendors."
This report presents historical data from 2005 and a detailed market
forecast through 2011 for SONET/SDH, Ethernet, Fibre Channel, CWDM, DWDM,
FTTx transceivers, and optical interconnects, sorted into more than 100
LightCounting is the premier optical transceiver market research company.
Privately held, LightCounting is headquartered in Eugene, Oregon. For more
information, visit the Company's website www.LightCounting.com or call
To purchase LightCounting Reports, please contact Megan Andreosky,