Ovum Reports on Optical Components

Strong bandwidth demand will drive optical components to $6.0B in 2012, according to Ovum

February 25, 2008

1 Min Read

LONDON -- Ovum RHK today posted a new optical component five-year forecast for WAN, datacom, and access components.

Forecast highlights:

  • • Merchant demand is led by WAN optical components, growing to $3.5 billion in 2012, followed by datacom at $1.5 billion and access at $0.97 billion

  • 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% in 2012

  • ROADM modules to grow to over $300 million in 2012

“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 RHK. “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 maximize revenues and margins.”

Ovum RHK Inc.

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