In this new report CIR continues its coverage of the 10G and 40G modules market. The report provides a completely updated and revised set of forecasts from our last release in late 2005, reflecting among other things the continued expansion of service provider and enterprise networks and the increased optimism among optical networking and component manufacturers. While we are not facing a return to the period beginning in late 1998 when the world fell in love with optical networking and some of the fairytales that went with it, the reality today is that companies are making money, backlogs are building and margins are improving.
In addition to the extensive forecasting provided in both volume and value terms and broken out the 10G/40G modules market by MSA, form factor, reach and media type, the report also offers a rich discussion of enabling technologies, an analysis of key applications, perspectives on the future of MSAs and assessments of key modules suppliers.