光纖產業現狀:可持續盈利的方式

The State of the Optical Communications Industry: On a Path to Sustainable Profitability

出版商	Light Counting
出版日期	2011年07月	商品編碼	205313
內容資訊	英文
價格	US $ 5000 PDF by E-mail ( Single User License)

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光纖產業現狀:可持續盈利的方式 是由出版商Light Counting在2011年07月所出版的。這份英文市場調查報告書價格從美金5000起跳。

簡介

2010年Amazon、eBay、Google等內容開發業者與供應商的平均收益達到2007年的2倍，可以期待2011年會有更大的成長。同期間的光學元件及設備供應商收益也寫下成長的記錄，但因為通訊服務業者對網路基礎設備的投資擴大，依然無法確定其收益性是否也跟著成長擴大。

本報告提供通訊產業技術上的演變和及網路與產業整體的影響相關調查分析，雲端運算，OTT服務，超級資訊中心，平面網路架構等趨勢，供應鏈的收益不均衡相關課題，光學元件及模組產業動態，主要供應商的市場佔有率，中國的設備·零件供應商趨勢等資料，為您概述為以下內容。

摘要整理

第1章通訊·資料通訊市場主要趨勢

服務供應商:追求持續成長的整合策略
邁向雲端運算的服務供應商
OTT:是維持競爭力還是實施配套措施？
資訊中心的擴張
新的資訊中心建築:平面
網路企業:比電信業者建立一個更多元化的資訊中心
因應服務需求，引進快取技術的服務供應商

第2章供應鏈結構和盈利

供應鏈的不平衡的盈利能力
符合網路通訊流量的擴張
供應商整合

第3章光收發器市場環境的變化

市場佔有率結構和供應商的多樣化
從各業務到各產業整合的轉變
SONET/SDH市場區分
乙太網路市場區分
光纖管道市場區分
WDM市場區分
FTTx市場區分

第4章中國的設備·零件供應商的崛起

Huawei:全球主流通訊設備供應商
持續擴大市場佔有率的ZTE
全產品線設備供應商Fiberhome的成長
Alcatel Lucent Shanghai Bell:中國的通訊市場最初的外資企業
其他中國的設備供應商
光學元件&組件供應商的出現
未來的課題與市場機會

附錄:財務數據摘要

附錄:中國的主要供應商簡介

中國的光學元件&組件供應商前十大企業的收益

Valuations and profitability across the whole supply chain of the optical communication industry improved substantially in 2010. However, there is still a wide gap between companies like Google, which generate high profits taking advantage of the network at almost no charge, and the rest of the industry that is struggling to stay profitable while upgrading networking infrastructure to keep up with rapidly increasing traffic or delivering more efficient and lower cost networking gear or components for it.

While clearly some of the increase in sales of optical components and modules in 2010 was a result of customers replenishing inventories after several slow quarters in late 2008 and early, analysis of the market discussed in the report, suggests that accelerated growth in the optical components and equipment market will be sustained for several years, despite a slow start in 2011. Continuing consolidation of the industry will gradually improve profitability across the whole supply chain.

This report outlines the major technological transitions impacting evolution of the networks and the whole industry. This includes rapidly increasing popularity of cloud computing and over the top (OTT) services, emergence of super datacenters and flat networking architecture, which drive demand for higher data rate optics, including 10G, 40G and 100 Gbps.

The report also examines dynamics of the optical component and module industry in several market segments including SONET/SDH, Ethernet, Fibre Channel, WDM, and FTTx. Leading vendors shared confidential sales data with Light Counting that enables an analysis of the industry' s dynamics. Data on revenues of Chinese optical communication market used in the report was provided by Infostone Communications Consultant Co.-a research partner of Light Counting based in China.

Abstract

Executive Summary

Section 1: Major Trends in Telecom and Data com Markets
- Service Providers Continue to Pursue Consolidation Strategies for Growth
- Service Providers are moving into Cloud Computing
- Over the Top (OTT) - Is it Competitive or Complementary?
- Datacenters are Scaling Up
- The New Datacenter Architecture is Flat
- Internet companies build datacenters differently than Telcos

Section 2: Supply chain structure and profitability
- Profitability imbalance across supply chain
- Scaling Network Capacity with Traffic
- Vendor Consolidation

Section 3: Changing Landscape of the optical transceiver market
- Market Share Structure and Diversification of Vendors
- Consolidation shifts from horizontal to vertical
- SONET/SDH Market Segment
- Ethernet Market Segment
- Fibre Channel Market Segment
- WDM Market Segment
- FTTx Market Segment

Section 4: Rise of Chinese equipment and component suppliers
- Huawei Becomes the Dominant Global Telecom Equipment Vendor
- ZTE, Already Strong in Emerging Markets, Plans to Expand into North America and Western Europe with Wireless Deployments at Tier 2/3 Carriers
- Fiber home, a full-line equipment supplier, is growing
- Alcatel Lucent Shanghai Bell was the
- Other Chinese Equipment Vendors
- The Emergence of Optical Component and Module Suppliers
- Challenges and Opportunities Ahead

Appendix A: summary of financial data
- Table A1: Annual Net Income reported by top three content providers (millions of dollars)
- Table A2: Annual Net Income reported by top ten service providers (millions of dollars)
- Table A3: Annual Net Income reported by leading system vendors (millions of dollars)
- Table A4: Annual Net Income reported by Communication Semiconductor Vendors (millions of dollars)
- Table A5: Annual Non-GAAP Net Income reported by publicly traded optical component and module vendors (millions of dollars)
- Table A6: Quarterly Non-GAAP Net Income reported by publicly traded optical component and module vendors (millions of dollars)
- Table A7: Annual GAAP Gross Margin reported by top three content providers
- Table A8: Annual GAAP Gross Margin reported by top ten service providers
- Table A9: Annual GAAP Gross Margin reported by leading system vendors
- Table A10: Annual GAAP Gross Margin reported by Communications Semiconductor vendors
- Table A11: Annual GAAP Gross Margin reported by publicly traded optical component and module vendors
- %Table A12: Quarterly GAAP Gross Margin reported by publicly traded optical component and module vendors

Appendix B: Profiles of selected Chinese vendors
- Table B1: Revenues of the Top Ten Chinese Optical Component and Module Vendors (millions of dollars)
- Accelink
- ATOP Technology
- Eoptolink Technology
- Gigalight
- HG Genuine
- Hi-Optel
- HiSense Broadband
- Hymax Optoelectronics Inc.
- InnoLight
- O-Net
- StarOpto
- Sunstar Communication Technology
- WTD
- Wuxi-ZTE
- Xiamen San-U Opto-Electronic Technology

Appendix C: Revenues of top ten Chinese optical component and module vendors

Press Release

仰賴基礎設施投資的光通信產業供應鏈：投資家非常慎重

2011年08月17日

giiresearch.com的新報告書傳達：服務供應商若不增加對網路基礎設施的投資，則今後數年將因容量的障礙為網路帶來混亂情形。

Global Information, Inc.已開始銷售美國調查公司Light Counting所發行的報告書「The State of the Optical Communications Industry: On a Path to Sustainable Profitability (光纖產業現狀:可持續盈利的方式)」

經過約10年的現在，1999-2000年的com bubble（網路企業的泡沫）餘波，繼續影響全球通信產業的無線區塊。光通信市場不穩定，亦大幅動搖至今各企業股票價格每季收益的些微變動。反映出對通信組件及設備的需求已穩健復甦，儘管從2010年年底到2011年年初股票價格上升，投資家對該市場的投資態度依然慎重。

LightCounting報告「通信產業全體供應鏈的收益性大幅度改善了」。然大部分的服務供應商為使劇增的網路通信量不遲滯所需的網路基礎設施最新化，正朝收益最大化艱苦奮鬥。對基礎設施的投資若不足，網路容量必定變得不合適，將對包括終端用戶及服務提供商的整個供應鏈造成壞影響。

設置FTTx（Fiber-To-The-x）寬頻網需要的巨額成本，只不過是基礎設施諸多根本問題之一。LightCounting陳述：「2001-2011年光組件全球市場的分析，顯示網路線路容量的升級問題，10年間使網路通信量的增加遲緩。」。由於泡沫期設置的剩餘容量充分緣故，數年間沒有必要大幅度投資。然現在這個剩餘部分不是已被完全利用竭盡，就是已不適合現在的通信量模式。

LightCounting的新報告書描述影響光通信網路及全球通信產業發展之主要技術的變遷輪廓。此技術的變遷包括雲端運算、OTT（Over the Top）服務、超級數據中心、及平面式的網路架構（flat network architecture）等。此外，該報告書分析乙太網路、光纖頻道、WDM、FTTx和SONET/SDH等幾個市場區塊的光組件及組件產業的力學。