Press Release

In Telecom Optics Market, 100G Transceiver Growth Suppressed Until 2016

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Cambridge, MASSACHUSETTS (May 12, 2015)—The global market for 10-, 40- and 100-Gigabit optical transceivers sold to telecom service providers dropped to $762 million in 2014, a 7 percent falloff from 2013’s $820 million, reports technology market research firm IHS Infonetics (NYSE: IHS).

“The decline in the telecom transceiver market is entirely a result of vertically-integrated 100G network equipment manufacturers displacing shipments of 10G and 40G telecom optical modules. We don’t foresee a reversal until 2016, when CFP2-ACO solutions hit the market, followed by non-coherent 80km solutions,” said Andrew Schmitt, research director for carrier transport networking at IHS Infonetics.

IHS Infonetics’ biannual 10G/40G/100G Telecom Optics market size and forecasts report tracks in granular detail service provider optical transceivers by speed, reach, wavelength and form factor.

TELECOM OPTICS MARKET HIGHLIGHTS

  • 100G WDM transceiver shipments surged in 2014, owing to huge growth from Huawei and sizable shipments from Alcatel-Lucent, Ciena, Cisco and Infinera
  • These 5 vendors control 84 percent of the 100G coherent market, preventing a material incursion by standalone component vendors and suppressing revenue growth for standalone optical modules
  • Telecom 10G is beginning a long decline after an epic 15-year run, with tunable and non-tunable interfaces down on a year-over-year basis
  • The surge in 100G is slowing consumption of 10G WDM interfaces, something that will only accelerate once 100G shipments reach greater volume in the metro in 2016
  • 40G telecom module and network equipment manufacturer (NEM) shipments are vaporizing; shipments outside China are essentially over, and deployments are capped even within China

OPTICAL ANALYST CONFERENCE CALL FOR CLIENTS

Clients: Log in to view on-demand Andrew Schmitt’s telecom optics market recap and outlook: www.infonetics.com/cgp/login.asp?id=1017.

 

TELECOM OPTICS REPORT SYNOPSIS

IHS Infonetics’ biannual 10G/40G/100G telecom optics report provides worldwide market size, forecasts through 2019, analysis and trends for manufacturer revenue, units shipped and ARPU. The report analyzes the optical transceiver market by module speed, reach, wavelength and form factor. Unit volume forecasts are based on IHS Infonetics’ 1G/10G/40G/100G Networking Ports forecast, which aggregates trends from a wide range of enterprise, datacenter, optical transport, and carrier routing and switching equipment. To purchase the report, contact IHS Infonetics: www.infonetics.com/contact.asp.

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About IHS (www.ihs.com)

IHS (NYSE: IHS) is the leading source of insight, analytics and expertise in critical areas that shape today’s business landscape. Businesses and governments in more than 150 countries around the globe rely on the comprehensive content, expert independent analysis and flexible delivery methods of IHS to make high-impact decisions and develop strategies with speed and confidence. IHS has been in business since 1959 and became a publicly traded company on the New York Stock Exchange in 2005. Headquartered in Englewood, Colorado, USA, IHS is committed to sustainable, profitable growth and employs about 8,800 people in 32 countries around the world.

IHS is a registered trademark of IHS Inc. All other company and product names may be trademarks of their respective owners. © 2015 IHS Inc. All rights reserved.

 
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