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Optical components

The Worst Is Over, Says Poll

Maybe it's wishful thinking, but a majority of the 155 people that have taken Light Reading's January Research Poll, so far, expect a feeble recovery in most telecom markets this year.

They're particularly chipper about the chip market, where a full 20 percent of respondents expect to see "moderate recovery" in 2003.

The poll steps through the telecom food chain, asking respondents to give their views on market prospects for services, equipment, electronic components, and optical components. In each of these sectors, it then asks respondents to identify the hottest particular product or service type.

It's still possible to take the poll and see the detailed results, by clicking here. But here are some of the highlights to whet your appetite:

Services

Most poll respondents believe that recovery is just around the corner, or at least that things won't get any worse. More than 60 percent have chosen the responses "feeble recovery" or "bumping along the bottom."

Broadband services have the best prospects in this sector, according to 42 percent of respondents. Wireless services are in second place, with 30 percent of the votes.

Equipment

Respondents are evenly divided between "bumping along the bottom" (38 percent) and "feeble recovery" (37 percent). Only 9 percent expect "moderate recovery."

Wireless LAN (IEEE 802.11) equipment has the best prospects, according to 32 percent of respondents. None of the other equipment categories -- DSLAMs, broadband remote access servers, Ethernet switches, multiservice edge switches, edge routers -- get more than 15 percent of votes.

Electronic Components

As noted, this market has gotten the most optimistic forecasts, with 20 percent expecting a moderate recovery and another 39 percent expecting a feeble one.

Security chips get the biggest vote (26 percent), followed by network processors (23 percent) and DSL chips (21 percent).

Optical Components A substantial portion of respondents, 19 percent, think that the optical components sector could deteriorate still further, the only sector to get such a negative response.

10-Gbit/s Ethernet transponders are the bright spot in the optical components space, according to 47 percent of respondents -- a result that doesn't seem surprising (see 10-Gig Ethernet Transponders).

Again, the poll can still be taken by clicking here.

— Pauline Rigby, Senior Editor, Light Reading
BobbyMax 12/5/2012 | 12:48:10 AM
re: The Worst Is Over, Says Poll Except in South East Asia there is not be any growth in the semiconductor industry. Ten Gigabit Ethernet transceivers and transponders are commodity items. The semiconductor industry has become like a cottage industry.

The capex is down significantly down ILECs and IXCs and this will continue through 2008 and possibly beyond. All the talk about VoIP is purely empty and symbolic.It just creates false hypes.

There is some growth in the wireless broadband and that is about all.
Ben_Stern 12/5/2012 | 12:47:38 AM
re: The Worst Is Over, Says Poll Hey Booby,

Just one time can you back up your info with facts? Site something .....

"Shut up. Sit Down. I told you not to be stupid, you moron."

Regards,

-Ben
newb 12/5/2012 | 12:47:37 AM
re: The Worst Is Over, Says Poll "Site" something? Golly I find it amusing when somebody criticizes a post and uses very poor grammar and/or spelling...
pipesoflight 12/5/2012 | 12:47:29 AM
re: The Worst Is Over, Says Poll newb

http://currentissue.telephonyo...

read this article and tell me if your optimism is as high as mine is. I have seen capex numbers at various sites claiming 15B to 24B in capex spending if UNE-P outcome favors the RBOCs. If this is true how much will go directly to hardware vendors in terms of sales. I hope a lot.
pipesoflight 12/5/2012 | 12:47:28 AM
re: The Worst Is Over, Says Poll http://currentissue.telephonyo...


I hope this author isn't also a part time stock analyst. We know how their predictions have been lately.
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