OC posted stong growth in 2010, but it is ahead of ON. We argue this difference is due to the different levels of the food chain and further argue that the difference will be corrected in 2011 by expansion of ON. Our outlook is for continued strong growth through 2015. Demand is for higher transmission rates in all segments of the market and for ROADMs in DWDM networks.
Features and benefits
- Overall revenue outlook of OC is analyzed. The fastest growing market segments and the fast growing product segments are reveiwed. - WAN, datacom, and access (FTTx and CATV optics) OC are forecasted through 2015. Price and volumes are included. - A new methodology is used where OC market share and forecast are aligned.
Highlights
- Demand for higher-data-rate components continues to drive growth. 40Gbps is going mainstream in DWDM networks. Strong desire for 100Gbps today presents good revenues in 2015. - 16Gbps Fibre Channel pushes up SAN while 10Gbps drives Ethernet to a new level. GPON is taking off in FTTx. ROADMs are in demand worldwide in metro and long haul.
Your key questions answered
- Why is OC growing faster than ON? Will OC crash due to inventory in 2011? - What is the outlook for OC growth past 2011? - Does WAN continue to be the strongest OC segment?
