Abstract
10 GigE SFP+ is fighting back and holding ground against the global economic
crisis (so far), as evidenced by the gradual shipment increases over the last
two quarters. “A growing number of SFP+ line cards hitting the market
will only accelerate the transition of SFP+ modules in 2009 and beyond - due
to their superior power consumption, smaller size and lower costs needed in
data centers.” Enis Iplikci, LightCounting, Analyst.
The optical transceiver market contracted 20% quarter-over-quarter and 21%
year-over-year, closing at $442 million in sales for Q1 2009. Decreasing
demand due to the economic slowdown combined with rapid decline in average
selling price (ASP) and aggressive inventory reductions were the main reasons
for the market contraction.
LightCounting expects Q2-2009 global transceiver sales to be flat to slightly
up by 5%, as vendors report increasing order rates and depleting customer
inventories. Notwithstanding a tempered quarterly increase in sales for some
market segments, year over year decline will probably top 20% in Q2-2009.
The LightCounting June, 2009 Optical Transceiver Market Sales Report provides
a complete view of the quarterly changes taking place within the optical
transceiver market. This report covers global quarterly transceiver sales by
market segments and applications including an in-depth detailed quarterly
analysis of shipments of more than 100 product categories in SONET/SDH,
Ethernet, Fibre Channel, DWDM/CWDM, tunable laser, FTTx, parallel module, and
active optical cable markets from Q1 2008 to Q1 2009 by reach, data rate, form
factor. This report also discusses profitability of transceiver vendors and
offers a realistic assessment of the global economy and its impact on
transceiver market segments, prospects and guidance for the second quarter and
CY 2009.
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