The State of the Opto-electronic Transceiver Industry Report

Table of Contents

Chapters:

• Executive Summary
• 1. Optical Transceiver Industry Dynamics
  • Market Size and Profitability
  • Market Share Structure and Diversification of Vendors
• 2. Optical Transceiver Supply Chain and Market Segmentation
  • SONET/SDH Market
  • Ethernet Market
  • Fibre Channel Market
  • WDM Transceiver Market
  • FTTx Transceiver Market
  • Optical Interconnects Market
• 3. State of Research and Development
• 4. State of the Contract Manufacturers
• 5. State of the Optical Component Suppliers
• 6. State of the Communication Semiconductor Vendors
• 7. State of the Telecom and Datacom Markets and their Likely Impact on Optical
  • Telecom Trends
  • Datacom Trends
• Appendix A. Net Income Trend of Publicly Traded Transceiver Vendors
• Appendix B. Gross Margins of selected companies across the Optical Networking Supply Chain
• Appendix C. LightCounting Optical Transceiver Vendor Database

Tables:

• Table 1. Diversification of the top 10 transceiver vendors in 2008
• Table 2. Optical segment revenues of publicly reported transceiver vendors
• Table 3. Summary of Recent Mergers and Acquisitions (M&A) and IPOs
• Table 4. Post-M&As Product Portfolios of Leading Transceiver Vendors
• Table 5. Transceiver Vendors' R&D as a percentage of sales

Figures:

• Figure 1. Market share changes of transceiver vendors
• Figure 2. Global sales of optical transceivers: historical and forecasted
• Figure 3. Average profitability of publicly traded transceiver and optical component vendors
• Figure 4. Average net income and cash position of transceiver vendors
• Figure 5. Average gross margins across the optical networking supply chain
• Figure 6. Global transceiver market share between 2005 and 2008
• Figure 7. Optical transceiver industry structure
• Figure 8. Transceiver Market Segments Sales Projections
• Figure 9. The SONET/SDH vendor market share fragmentation
• Figure 10. The Ethernet vendor market share fragmentation
• Figure 11. The Fibre Channel vendor market share fragmentation
• Figure 12. The WDM vendor market share fragmentation
• Figure 13. The FTTx vendor market share fragmentation
• Figure 14. Sales of Optical Interconnects: 2006 to 2012
• Figure 15. Average R&D Expense as a Percentage of sales

This report will answer 20 questions on the minds of almost every transceiver manufacturer:

• 1. What market shifted the most from 2007 - to- 2008 and what shifts are likely to occur in 2009?
• 2. What are the survival strategies and future paths for globally fit transceiver vendors?
• 3. Why is the industry able to defend its position in the current global market climate?
• 4. What is the cash and net income position of most transceiver vendors from Q4 2007-Q4-2008?
• 5. How do gross margins compare between content providers, carriers, communication IC vendors, system vendors, and transceiver vendors.
• 6. Is profitability reachable, sustainable? What is considered profitable?
• 7. Are PON chip companies in a stronger position than PON transceiver vendors, why or why not?
• 8. How are the market shift and diversification of the top-ten transceiver vendors changing the industry landscape?
• 9. Is consolidation taking capacity out of the market? The industry has called for consolidation, is it helping?
• 10. What does product segmentation look like prior to recent M&A activity and POST M&A activity? What is the real picture behind M&As?
• 11. Who is exciting the Transceiver Industry and who is most likely to survive the downturn? What are the benefits?
• 12. What is the current global Optical Transceiver industry structure? What is the current share structure per market segment?
• 13. What is the impact of global economics on the transceiver industry, per each market segment? (I.e. how has global exposure shaped the industry?)
• 14. What segments are healthy, which ones are more vulnerable and which segments are most likely to take off at the earliest signs of recovery?
• 15. What are the state of R&D; Contract Manufacturers; Optical Component Suppliers; Comm ICs Vendors; Telco and Datacom?
• 16. What is the impact of Data Communications and Telco on Optical? Is it possible to straddle both successfully?
• 17. What are the noteworthy trends driving the telecommunication industry? Where are the Telco investments going? What are keeping carriers up at night? IP promises? Server Convergence? Carrier Consolidation? IMS? SD?
• 18. Has the industry really changed at the hands of carrier and system vendor consolidation? If so why or why not?
• 19. What are the distinguishable trends in Data Communications that will impact transceiver vendors?
• 20. Should you stay or should you go?