Product Type: Market Research Report
Published by: Ovum Plc
Published: September 2009
Product Code: R464-1541Description The global optical components (OC) market will contract in 2009, mostly due to the macroeconomic downturn, but signs of stabilization are starting to permeate the industry. Some segments will maintain growth throughout the forecast period, particularly those with components that support higher data rates, higher system capacities, higher densities, and lower cost.
Table of Contents - Executive summary
- In a nutshell
- Ovum view
- Forecast summary
- Global OC market likely to drop below $3 billion in 2009
- Economic analysis
- Despite current suffering for components suppliers, the top of the food chain is OK so far
- System vendors affected by macroeconomic slowdown
- OC results for 1Q09
- Spending down 21% from 1Q08 level
- Long-range market forecast drivers and barriers
- Weathering the storm
- Changes since the 2008 forecast
- What’s different this time around?
- What has changed in the WAN forecast since 2008?
- What has changed in the datacom forecast since 2008?
- What has changed in the FTTx forecast since 2008?
- Product group forecasts
- Total demand to reach $8,976 million
- High-growth product segments
- 40Gbps interfaces
- 100Gbps interfaces
- 10Gbps showing strong growth
- 8Gbps Fibre Channel transceivers
- ROADMs
- FTTx transceivers
- Forecast scenarios and early warning signs
- Be prepared, but expect slow near-term growth
- List of Figures
- Figure 1: Global optical components merchant market forecast, 2006-14
- Figure 2: US dollar versus the euro, Chinese renminbi, and yen, 1Q05-2Q09
- Figure 3: Global carrier revenue trend using nominal foreign exchange rates
- Figure 4: Global carrier revenue trend using fixed foreign exchange rates
- Figure 5: Global carrier capital intensity, 1Q06-1Q09
- Figure 6: Optical networks forecast by region, 2006-14
- Figure 7: Global optical components revenues, 1Q06-1Q09
- Figure 8: Global OC forecast comparison, 2009 vs. 2008
- Figure 9: WAN forecast comparison, 2009 vs. 2008
- Figure 10: Datacom forecast comparison, 2009 vs. 2008
- Figure 11: FTTx forecast comparison, 2009 vs. 2008
- Figure 12: Total available market for optical components by segment, 2006-14
- Figure 13: 40Gbps interface module forecast, 2006-14
- Figure 14: 100Gbps interface module forecast, 2006-14
- Figure 15: Total revenue opportunity for 10Gbps interfaces, 2006-14
- Figure 16: 8Gbps Fibre Channel forecast, 2006-14
- Figure 17: Datacom transceiver volume forecast by form factor showing SFP+ market traction, 2006-14
- Figure 18: ROADM forecast by filter bandwidth, 2006-14
- Figure 19: ROADM forecast by type showing WSS revenue opportunity, 2006-14
- Figure 20: PON transceiver forecast by technology, 2006-14
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