SOURCE: LightCounting

LightCounting

June 23, 2015 09:00 ET

Solid Results Reported by Optical Component Suppliers in Q1 2015 Set Up High Expectations for the Year

EUGENE, OR--(Marketwired - June 23, 2015) - LightCounting is pleased to present analysis of the industry financial reports and detailed projections for the optical components and modules market in the first half of the year in June 2015 Market Update Report and Database.

"Sales reported by publicly traded optical component and module vendors were up 7% in Q1 2015, with three of the top five vendors reporting sequential and year-to-year gains, " commented John Lively, Principal Analyst at LightCounting. "Accelink benefited from the second wave of strong demand for FTTx optics in early 2015. Avago attributed increasing revenues to sales of 40GbE optics. Finisar's results indicated steady performance across a wide range of products with an additional boost from an extra week in their last fiscal quarter."

Additional data collected by LightCounting indicates that sales of optical transceivers increased faster that the total optical components market in Q1 2015. Telecom transceiver sales were up by 9% in Q1 2015 compared to Q1 2014, led by strong demand for FTTx modules. Datacom transceiver sales increase by 19% over the same period, benefiting from a steady ramp in sales of 10GbE and 40GbE modules. Expectations for volume shipments of 100GbE transceivers to Web2.0 customers in late 2015 remain high, as many vendors complete product qualifications.

The total sales of optical transceivers increased by 14% in Q1 2015 compared to the first quarter of 2014 -- well ahead of the results reported by publicly traded companies. This suggests that privately held vendors are growing faster. The latest SEC filings of Innolight offer an illustration of this trend.

Detailed analysis of sales of the optical components and modules is included in the June Market Update Report, offering a snapshot of optical transceiver growth trends, backed up with detailed quarter-by-quarter sales data collected via LightCounting's proprietary vendor survey. Revenue and spending trends of top-tier telecom and internet service providers, and financial results of network and datacom equipment vendors are also included, to provide an understanding of what drives sales trends at the transceiver level.

The report consists of approximately 50 PowerPoint slides with many charts and tables suitable for reuse in client presentations. An Excel spreadsheet is also included with the report, providing the latest 6 quarters of shipments, prices, and revenues for ~100 products spanning the Ethernet, Fibre Channel, WDM, SONET/SDH, Wireless, and FTTH segments. Quarterly revenue and spending data for 34 service providers, plus revenues for 22 equipment makers is also included, as are publicly reported revenues of 14 leading optical components vendors.

The following vendors shared confidential sales data with LightCounting for this report: Acacia, Accelink, Applied Optoelectronics, Avago, Coadna, Delta, Eoptolink, Finisar, Fujitsu, HG-Genuine, Hisense, Hitachi Cable, Innolight, JDS Uniphase, NEC, NeoPhotonics, Oclaro, OE Solutions, Source Photonics, Sumitomo, Superxone, and TE Connectivity.

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