Strong Finish Expected for Optical Components in 2015

LightCounting Releases Quarterly Market Update


EUGENE, OR--(Marketwired - September 24, 2015) - LightCounting, a leading optical communications market research company, today released a new optical communications market update report. This report analyses the optical industry supply chain from optical component vendors to service providers and internet companies, reflecting the latest financial and industry news.

LightCounting's analyst team found that the optical transceiver market grew 6% in 2Q15, despite a significant decline in telecom operator capex, and low single digit growth in the revenues of datacom and telecom equipment companies. And despite the soft guidance given by some optical component companies for the rest of the year, LightCounting expects the industry will set a new record of more than $4 billion in sales.

"Public company financials are only part of the story," said LightCounting CEO and Founder Vladimir Kozlov. "Private companies make up a growing percentage of the optical components industry and some of them have seen very high growth in the first half of 2015."

The latest data and analysis identifies optical interconnects, FTTx modules, and 100Gbps devices as the fastest growing segments in the market today. Ethernet and DWDM remain the largest segments in terms of revenue.

The most recent Quarterly Market Update report includes:

  • Analysis of trends in capital expenditures of major global carriers and Web 2.0 companies
  • Review of quarterly sales of optical components and modules based on confidential sales information provided by more than 20 leading manufacturers, and interviews with their customers and suppliers.
  • Summaries and analyst commentary on the latest mergers, acquisitions, and product developments by service providers, equipment makers, and component vendors.
  • LightCounting's segment by segment outlook on the optical components market for the balance of 2015.

For more information on this report, please click here.

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ABOUT LIGHTCOUNTING MARKET RESEARCH
LightCounting is a leading optical communications market research company, offering quarterly market updates, semi-annual forecasts, and topical reports based on its analysis of primary research with dozens of leading module, component, and system vendors as well as service providers and other users. LightCounting is the optical communications market's first choice source for the accurate, detailed, and relevant information necessary for doing business in today's highly competitive environment. For more information, visit: www.LightCounting.com or follow us on Twitter at @LightCounting.

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LightCounting Market Research
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