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市場調查報告書
電子無線電收發兩用機產業的趨勢：2010年5月
The State of the Opto-electronic Transceiver Industry Report, May 2010
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本報告已在2011年08月04日停止出版。
更改為出版
The State of the Optical Communications Industry: On a Path to Sustainable Profitability
出版日期 : 2011年07月
商品編碼: 205313
本報告書內容包括:全球的光纖元件&收發器產業的趨勢調查分析、產業結構、供應商鏈、市場區分（SONET/SDH・乙太網・光纖管道・WDM・FTTx・光連結等）分類的銷售實績・預測、主要供應商的收益・市場佔有率・財務資料等彙整、內容綱要摘記如下:
概要
實施摘要
第1章 市場環境的變化
第2章 產業的供應商鏈和市場區分
- 光纖收發器市場的動態
- SONET/SDH市場區分
- 乙太網市場區分
- 光纖管道市場區分
- WDM市場區分
- FTTx市場區分
- 光連結市場
第3章 通訊・資料通訊市場的趨勢和光纖的影響
第4章 收發器供應商的成功策略
附錄A：市場銷售的光纖元件及收發器供應商的純利益
附錄B：光纖網路供應商的主要企業粗利益
附錄C：光纖元件及組件（包含10GBASE-T）的供應商清冊
Abstract
Ten years after the telecom bubble burst, the optical components and
transceiver industry is once again on the rise. The current upswing offers a
well deserved break for suppliers struggling through years of modest market
growth, combined with fierce competition among suppliers and very demanding
customers. The question is whether present successes will prove sustainable
for more than just a few quarters. While clearly some of the increased
activity is a result of several slow quarters in late 2008 and early 2009 as
customers are replenishing inventories, a few factors suggest that accelerated
market growth will be sustained for several years:
- LightCounting data on optical transceiver shipments in 2004 - 2009 suggest
that investments in network infrastructure were lagging traffic growth by
10-15% per year, so increased investment may be required now to catch up.
- Major upgrades to datacenters worldwide are clearly underway, fueled by
online applications and services. New datacenters require much more optical
connectivity than in the past because of increased data rates and changes in
datacenter architecture.
- Increasing usage of wireless bandwidth triggered substantial upgrades to
wireless back haul, driving demand for high-data-rate optical transceivers.
- Sales of tunable transceiver modules and ROADM are benefiting from higher
expectations to timelines of network deployment and restoration, as these
components reduce the time required to set up or reconfigure networking
systems.
This report outlines the state of the optical component and transceiver
industry, examining the industry dynamics in several market segments including
SONET/SDH, Ethernet, Fibre Channel, WDM, FTTx, and optical interconnects.
Leading vendors shared confidential sales data with LightCounting that enables
an analysis of the industry' s health. The report also discusses the
profitability and diversification of transceiver vendors as well as their
customers and suppliers.
Table of Contents
Chapters:
- Abstract
- Executive Summary
- 1. Changing Market Landscape
- Vendor Profitability
- Market Share Structure and Diversification of Vendors
- 2. Industry Supply Chain and Market Segmentation
- Optical Transceiver Market Dynamics
- SONET/SDH Market Segment
- Ethernet Market Segment
- Fibre Channel Market Segment
- WDM Market Segment
- FTTx Market Segment
- Optical Interconnects Market
- 3. State of the Telecom and Datacom Markets and their Likely Impact
on Optical
- 4. Transceiver Supplier Strategies For Success
- Appendix A: Net Income of Publicly Traded Optical Component and
Transceiver Vendors
- Appendix B: Gross Margins of Selected Companies across the Optical
Networking Supply Chain
- Appendix C: Optical Component and Module (including 10GBASE-T)
Vendors, Listed Alphabetically
Tables:
- Table 1: Diversification of the Top Ten Transceiver Vendors in 2009
- Table 2: Optical Segment Revenues of Publicly Reported Transceiver Vendors
- Table 3. Summary of M&A and IPOs From 2008 to Early 2010
Figures:
- Figure 1: Market Shares of Top Ten Optical Transceiver Vendors
- Figure 2: Historical Data and Forecast For Global Optical Transceiver Sales
- Figure 3: Average Profitability of Publicly Traded Transceiver and Optical
Component Vendors
- Figure 4: Industry Average Non-GAAP Net Quarterly Income
- Figure 5: Average Gross Margin Across the Supply Chain
- Figure 6: Global Transceiver Market Share Between 2005 and 2009
- Figure 7: Optical Transceiver Industry Structure
- Figure 8. Transceiver Market Segments Sales Projections
- Figure 9: The SONET/SDH Transceiver Market Share, 2006 and 2009
- Figure 10: The Ethernet Transceiver Vendor Market Share, 2006 to 2009
- Figure 11: The Fibre Channel Transceiver Market 2006 to 2009
- Figure 12: The WDM Transceiver Market Share 2006 to 2009
- Figure 13: The FTTx Transceiver Market Share 2006 to 2009
- Figure 14. Sales of Optical Interconnects 2007 to 2013
- Figure 15: Growth in Network Traffic and Bandwidth
- Figure 16. Utilized Bandwidth in Core Telecom and FTTx Access Networks
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