Abstract
The global recession, mergers and acquisitions (M&As) are the main factors
shaping the optical transceiver industry. Although revenues and profits have
been severely affected by the economic downturn, most transceiver vendors are
prepared for the downturn as they reacted quickly by aggressively reducing
their costs and protecting cash balances, unlike the 2001 telecom burst. While
vendors are adjusting their cost structures during the recession, they are
positioning for the next growth period, which is the highest priority for
businesses with a long term view.
Another encouraging development for the industry is that top three vendors own
nearly half of overall market share. Sales of the top three optical
transceiver vendors increased to 45% of the total market in 2008 while the top
ten increased market share to 85%. This strengthening grip of the major
players, mostly due to recent M&As, is much more apparent in the SONET/SDH and
CWDM/DWDM markets than other optical transceiver segments.
This report outlines the state of the opto-electronic industry, examining the
optical transceiver industry dynamics and market share fragmentation in
SONET/SDH, Ethernet, Fibre Channel, WDM, FTTx, and optical interconnects
segments. Leading transceiver 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.
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