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bandwidth demand will drive optical components to US$6.0B in 2012
Ovum has posted a new optical component five-year forecast for WAN, datacom,
and access components.
“Bandwidth demand is strong in all segments of the market as carriers deploy
new networks to support rapid growth in bandwidth intensive services,” said
Daryl Inniss, Vice President at Ovum.
“The OC suppliers are challenged with managing a torrid market appetite for
new products. Fortunately the demand exists, but OC suppliers must ramp
production, manage suppliers, contract manufacturers, and inventory and
introduce new products to maximise revenues and margins.”
Ovum’s report Forecast: Optical Component Opportunities, includes forecasts
for total and merchant demand, for modules and discrete components, for
passive and active components, for DWDM, SONET/SDT, datacom, and FTTx,
Ovum’s forecast highlights are:
- Merchant demand is led by WAN optical components, growing to US$3.5
billion in 2012, followed by datacom at $1.5 billion and access at $0.97
- Total demand for 40 Gbps modules to reach nearly $900 million by 2012;
- Total demand for 10 Gbps modules to reach 1.6 billion by 2012;
- 8 and 10 Gbps datacom transceivers to be dominated by SFP+ form factor -
0ver 70 per cent in 2012;
- ROADM modules (Reconfigurable Optical Add/Drop Multiplexer) module to grow
to over $300 million in 2012.