transceiver market is up 35 percent in H1 2011 over H1 2010. 100G ramp-up will be
faster than 40G.
10G, 40G, and 100G optical transceiver market will grow to $2.6 billion by
2015, more than doubling from 2010, when the market was $1.2 billion.
the 40G and 100G segments of the market together will make up 40 percent of
total optical transceiver revenue.
for 40G long reach transceivers jumped 93 percent from H2 2010 to H1 2011, and
overall 40G port shipments grew 29 percent, with a surge in 40G coherent shipments
by network equipment manufacturers (NEMs).
Ciena, Cisco, and
Alcatel-Lucent are ramping up production amidst an aggressive pricing
push to grab coherent footprint.
XFP optical transceivers were the standout product in the first half of 2011,
with shipments up 59 percent over the previous 6-month period, putting the
category on track to increase 200 percent in 2011 over 2010. Multiple suppliers
are now in the marketplace and that appears to be the catalyst customers needed
to begin adoption.
of note were very strong shipment trends in 100GBase LR4 modules, demonstrating
the widespread prototyping and trial activity now underway among 100 Gbps
vendors and service providers,” said Andrew Schmitt, directing analyst for
optical at Infonetics Research.
the 100G market will outpace growth in the 40G market starting in 2013 as
multiple suppliers transition to production; pricing for 100G products is
expected to compare favorably to 40G by 2013 and at these prices, customers
show a preference for 100G technology.
developing their own 100G solutions control 70 percent+ of the optical
equipment market share, leaving long reach transponder vendors to fight for the
remaining 30 percent of the market.