Table of Contents
Chapters:
- Executive Summary
- Optical Transceiver Industry Dynamics
- Optical Transceiver Market Structure and Segmentation
- State of the SONET/SDH Market Segment
- State of the Ethernet Market Segment
- State of the Fibre Channel Market Segment
- State of the WDM Transceiver Market Segment
- State of the FTTx Transceiver Market Segment
- State of the Optical Interconnects Market Segment
- State of the Contract Manufacturers
- State of the Optical Component Suppliers
- State of the Communication Semiconductor Vendors
- State of the Telecommunication Industry and its Likely Impact on Optical
- Appendix A. Net Income of Publicly Traded Transceiver Vendors
- Appendix B. Gross Margins of selected companies across the Optical
Networking Supply Chain
- Appendix C. Summary of recent mergers and acquisitions (M&A) and IPOs
- Appendix D. LightCounting Optical Transceiver Vendor Database
Tables:
- Table 1. Market capitalizations of leading telecom providers
- Table 2. Market capitalization of leading optical networking equipment
vendors
- Table 3. Market capitalizations on optical component and transceiver
vendors
- Table 4. Diversification of top 10 transceiver vendors in 2007
- Table 5. Optical segment revenues of publicly reported transceiver vendors
Figures:
- Figure 1. Global sales of optical transceivers: historical and forecasted
- Figure 2. Average profitability of publicly traded transceiver and optical
component vendors
- Figure 3. Average gross margins across the optical networking supply chain
- Figure 4. Fragmentation of global transceiver market between 2005 and 2007
- Figure 5. 2006-2008 Market shares of optical transceiver applications
- Figure 6. Optical transceiver industry structure
- Figure 7. Transceiver sales by market segment: historical and forecasted
- Figure 8. Fragmentation of SONET/SDH market between 2005 and 2007
- Figure 9. Fragmentation of Ethernet market between 2005 and 2007
- Figure 10. Fragmentation of the Fibre Channel market between 2005 and 2007
- Figure 11. Fragmentation of the WDM market between 2005 and 2007
- Figure 12. Fragmentation of the FTTx market between 2006 and 2007
- Figure 13. Wireline and Wireless broadband evolution
State of the Transceiver Industry Report Questions To Be Addressed:
- How profitable have transceiver vendors been and why? If ever?
- How do transceiver vendor' s gross margins compare to the whole optical
networking industry including communication IC vendors, system vendors,
telecom carriers and content providers?
- What does the market capitalizations of telecom providers, networking
equipment and transceiver vendors tell us?
- What are the survival tactics and activities at work, besides cost cutting?
- How did the wave of M&A activities in the last two years affect the
transceiver market? Was it enough?
- Are partnerships and supply agreements new solutions?
- What could be the consequences of a recession in the U.S.?
- What is the structure of optical transceiver industry? Who and how many
transceiver vendors are competing [with each other] for different applications?
- Who are the top vendors in the industry (i.e: OC mfg, Carriers, System
Vendors, Contract Mfg, Semi/DC vendors, and such) and in each segment?
- How is the competition evolving for the top 3, 4-6, 7-10 and the rest of
the vendors in each segment? Who lost market presence and who gained in 2007?
- How is the diversification of top 10 vendors structured? What are the
pros/cons of diversification?
- What is the current state and what will drive the growth of each segment?
- What are the most recent trends in the contract manufacturers' , optical
component suppliers' and communication semiconductor vendors' arenas?
- How are the key trends - service convergence, carrier consolidation, Fixed
Mobile Convergence (FMC), VoIP, IP multimedia subsystem (IMS) and service
delivery- driving the telecommunications industry and what are the
consequences on transceiver manufacturers?
|
Related Report
|
View Cart
