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市場調查報告書

光纖通訊產業狀況:混亂和變革的繼續

The State of the Optical Communications Industry: Disruption and Transformation Continue

出版商 LightCounting, LLC 商品編碼 242946
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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光纖通訊產業狀況:混亂和變革的繼續 The State of the Optical Communications Industry: Disruption and Transformation Continue
出版日期: 2015年05月14日 內容資訊: 英文
簡介

本報告提供全球通訊產業,及價值鏈的各層級影響盈利的要素相關分析、傳統的通訊服務供應商與新網際網路內容提供商,及相關設備、元件供應商的盈利和長期的策略分析、SONET/SDH、乙太網路、光纖管道、WDM,及FTTx等各市場部門的光學元件及模組產業結構的詳細分析、主要供應商的市場佔有率資料、中國的設備、元件供應商的崛起和簡介等。

摘要整理

第1章 通訊、數據通訊市場主要趨勢

  • 通訊產業的成長停滯,另一方面網路業者繁榮
  • 通訊服務供應商接受變革
  • 通訊服務供應商持續合併
  • 網路確立中立性,現在,至少在美國中
  • 網際網路內容提供商行動、視訊焦點、其他

第2章 供應鏈結構,供應商的盈利及合併

  • OC供應商的收益改善, 可是殘餘的供應鏈依然落後
  • 數位服務內容對提供商來說是報酬率高的業務
  • 服務供應商的盈利大幅下跌
  • 設備供應商的收益、利益聚集
  • 系統供應商繼續M&A、其他

第3章 光收發器市場變化的形勢

  • R&D投資對元件供應商是一大負擔
  • 市場佔有率結構、供應商的多樣性
  • 垂直整合:盈利的主要策略
  • SONET/SDH市場區隔
  • 乙太網路市場區隔
  • 光纖管道市場區隔
  • WDM市場區隔
  • FTTx市場區隔
  • 無線光市場
  • 光連接模組的新興市場

第4章 設備、元件供應商間的中國的角色

  • Huawei壟斷全球通信設備市場
  • ZTE的收益復甦
  • FiberHome的收益、利益擴大繼續
  • 其他中國的設備供應商
  • 中國的光學元件企業突破10億美元

第5章 今後的課題、機會

附錄A:財務資料的摘要

附錄B:主要的中國供應商簡介

  • Accelink
  • ATOP Technology
  • Eoptolink Technology
  • Gigalight
  • HG Genuine
  • Hi-Optel
  • HiSense Broadband
  • Hymax Optoelectronics Inc.
  • InnoLight
  • O-Net
  • Sunstar Communication Technology
  • Superxon
  • Xiamen San-U Opto-electronic Technology

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目錄

The annual revenue of optical components and module makers has grown in each of the last five years, while the average net margin of those same companies has see-sawed back and forth between profit and loss. This report provides a holistic analysis of the global communications industry, and the factors affecting profitability at each level of the value chain. It examines the profitability and long-term strategies of traditional telecom service providers, as well as the newer internet content providers, and their respective equipment and component suppliers. The success of Chinese equipment and component suppliers is evaluated and a number of Chinese component vendors are profiled.

This report also takes a deeper look at the SONET/SDH, Ethernet, Fibre Channel, WDM, FTTx, Wireless, and Optical Interconnect market segments within the optical components industry, providing market shares of leading vendors sorted into the several categories (top 3, top 4-6, top 7-10, and other vendors), illustrating the fragmentation of these market segments. Data on the diversification of the top 10 leading suppliers of optical transceivers presented in this report suggest that most component suppliers remain highly specialized.

Many of the leading component vendors shared confidential sales data with LightCounting to support this study.

Table of Contents

Abstract

Executive Summary

Section 1: Major Trends in Telecom and Datacom Services

  • Telecom industry growth stagnant while internet providers thrive
  • Telecom service providers are embracing transformation
  • Telecom service provider consolidation continues
  • Net neutrality is settled, for now, at least in the U.S.
  • Internet Content Providers are focused on mobile and video
  • Cloud Computing growth continues and vendors respond
  • Three data center segments have emerged
  • Mega-data centers are driving change in equipment and components
  • Section 2: Supply Chain Structure, Vendor Profitability and Consolidation
  • OC vendor profit improving but still behind the rest of the supply chain
  • Digital services are high margin businesses for Content Providers
  • Service provider profitability dipped for majority in 2014
  • Equipment vendors revenues and profits a mixed bag in 2014
  • System vendor mergers and acquisitions continue
  • OC vendor profits remained challenged in 2014
  • IC Chip Suppliers Remain Healthy

Section 3: The Changing Landscape of the Optical Transceiver Market

  • R&D Investment is a huge burden for component suppliers.
  • Market Share Structure and Diversification of Vendors
  • Vertical Integration: A Key Strategy to Profitability
  • SONET/SDH Market Segment
  • Ethernet Market Segment
  • Fibre Channel Market Segment
  • WDM Market Segment
  • FTTx Market Segment
  • Wireless Optics Market
  • Emerging Market for Optical Interconnects

Section 4: The Role of China among Equipment and Component Suppliers

  • Huawei Maintains Dominance in the Global Telecom Equipment Market
  • ZTE revenues rebounded in 2014
  • FiberHome revenue and profit growth continued in 2014
  • Other Chinese Equipment Vendors
  • Chinese optical component companies break the $1 billion mark
  • Section 5: Challenges and Opportunities Ahead

Appendix A: Summary of Financial Data

Appendix B: Profiles of Selected Chinese Vendors

  • Accelink
  • ATOP Technology
  • Eoptolink Technology
  • Gigalight
  • HG Genuine
  • Hi-Optel
  • HiSense Broadband
  • Hymax Optoelectronics Inc.
  • InnoLight
  • O-Net
  • Sunstar Communication Technology
  • Superxon
  • Xiamen San-U Opto-electronic Technology
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