Sunday, October 30, 2011

Infonetics: 100G ramp-up will be faster than 40G

Infonetics Research is predicting that the global market for 10G, 40G, and 100G optical transceivers will grow to $2.6 billion by 2015, more than doubling from 2010, when the market was $1.2 billion. Already, optical transceiver revenue is up 35% in the first half of 2011 (1H11) compared to the first half of 2010 (1H10).
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Some highlights from the company's latest 10G/40G/100G Optical Transceivers Market Size and Forecast:

  • By 2015, the 40G and 100G segments of the market together will make up 40% of total optical transceiver revenue.

  • Revenue for 40G long reach transceivers jumped 93% from 2H10 to 1H11, and overall 40G port shipments grew 29%, with a surge in 40G coherent shipments by network equipment manufacturers (NEMs).

  • Ciena, Cisco, and Alcatel-Lucent are ramping up production amidst an aggressive pricing push to grab coherent footprint

  • Growth in the 100G market will outpace growth in the 40G market starting in 2013 as multiple suppliers transition to production; pricing for 100G products is expected to compare favorably to 40G by 2013 and at these prices, customers show a preference for 100G technology.

  • NEMs developing their own 100G solutions control 70%+ of the optical equipment market share, leaving long reach transponder vendors to fight for the remaining 30% of the market.


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