News and BusinessThe composition of pluggable optics is changing, according to LightCounting’s nineth edition of its Silicon Photonics report which includes a new market forecast for linear drive pluggable and co-packaged optics. LightCounting says it expects that market share of transceivers using SiP-based optical modulators will increase from 24% in 2022 to 44% by 2028. It also […]
News and BusinessIndustry analyst Lightcounting’s latest Market Forecast Report says the optical transceiver market will be down by around 1% in 2023 due to declines in the sales of Ethernet and wireless fronthaul transceivers of 10% and 30% respectively, offsetting the growth in all other market segments in 2023. It says Amazon and other cloud companies plan […]
News and BusinessA new report from LightCounting, 2021 Access Optics Report and Forecast, says that sales of PON optics will exceed US$3 billion, and sales of grey and WDM transceivers for fronthaul will account for another US$2.9 billion from 2022-2026, with the balance being for backhaul and midhaul applications. It adds that the market for optics for […]
News and BusinessMarket watcher LightCounting, has updated its High Speed Ethernet Optics report saying the expected increase in sales of Ethernet transceivers in 2020 might not happen until 2021, due in part to the general economic downturn caused by the Corvid-19 pandemic. It says that just before the virus was discovered, demand for optical connectivity was very […]
News and BusinessLightCounting has updated its forecast for sales of Coherent and PAM4 DSP chipsets, saying the market for optical interface IC chipsets is reaching an inflection point now and is projected to grow at 20% CAGR in 2020-2024, as illustrated in the figure below. Sales of PAM4 DSP chipsets for applications in Ethernet transceivers and AOCs […]
News and BusinessA new report from LightCounting finds that the last 20 years of the optical component and module industry offer a case study of how globalisation can radically change a market in just a decade or two. The market analysis firms says it started in 2001 when China became a member of the World Trade Organisation […]
News and BusinessAt the end of 2019, LightCounting released 12th edition of its active optical cables (AOCs) and embedded optical modules (EOMs) report which found that despite the diversity in products, nearly two-thirds of the total units from 2020-2024 will be due to just two products, 1x10G and 1x25G AOCs. That’s in spite of the fact that […]
News and BusinessAccording to LightCounting’s just published annual Next Generation Access Optics report and forecast, sales of optical transceivers for wireless fronthaul and backhaul more than doubled in 2019 because of acceleration in deployments of 5G in China. It says that this market segment will continue to grow rapidly in 2020-2021, but it is projected to decline […]
News and BusinessMarket watcher LightCounting says global sales of optical transceivers reached US$1.3 billion in Q2 2019 – up 5% sequentially, but down 2% from Q2 2018. There is a good chance that this market will post modest growth this year, consistent with its forecast, published in April 2019. Demand for Ethernet transceivers picked up, after three […]
News and BusinessA new report from LightCounting suggests that a sharp decline in Q1 2019 infrastructure spending by cloud companies may spell trouble ahead for the global optical communications market. The market research company notes that infrastructure investments by the cloud companies have supported the sales growth of optical communications equipment, modules and components since 2010. Combined […]
News and BusinessAccording to the just released LightCounting April 2019 edition of the Optical Communications Market Forecast Report, the global optical transceiver market will be overdue for growth after two slower than expected years in 2017-2018. Most likely, it finds, 2019 will be another slow year. The research company then asks: what would it take to put […]
News and BusinessA new high-speed Ethernet optics report from LightCounting kicks off with a number of positives. Among its findings are: shipments of 100GbE modules exceeded 7 million units in 2018; deployments of new 2x200GbE products have already started; and the first volume shipments of 4x100GbE DR4 (400G-DR4) transceivers are about to start. However, says the research […]
News and BusinessLightCounting has published a new report and forecast, focused on integrated circuits used in optical transceivers. One of the main conclusions is that, after several years of stagnant growth, the market for optical interface IC chipsets is heading into a high-growth period, with a CAGR of 24% from 2019-2023. Sales of coherent DSP chips for […]
News and BusinessAccording to LightCounting’s latest assessment of the global optical transceiver market, its Quarterly Market Update Report, released in mid-December, 2018, the sector achieved “respectable year-over-year growth of +8% in the third quarter of the year despite headwinds faced by several vendors.” Strong year-over-year sales growth was reported by II-VI (+20%), Accelink (+18%), Innolight (+18%), Lumentum […]
News and BusinessSecond Wave Of Global Deployments Of Wireless Fronthaul And FTTx Optics Analysed According to the LightCounting market research company, mobile fronthaul has been a fast growing segment of the optical modules market, driven by the deployment of high capacity 4G mobile networks. Meantime, FTTx is a key enabler of today’s high-speed Internet, and advanced broadband […]
News and BusinessAccording to its latest global forecast for optical components and modules, LightCounting expects that sales of 200 GbE, 2×200 GbE and 400 GbE optics will expand the cloud/datacentre market segment from $2.3 billion in 2018 to more than $6.8 billion in 2023. The company also believes the cloud pulled the optical transceiver market out of […]