LightCounting’s May 2023 Optical Vendor Landscape report. The market research firm says the departure of a majority of the Japanese and U.S.-based suppliers from the market by 2020 has left much of the business to Chinese suppliers (see “Chinese suppliers take control of the global transceiver market: LightCounting”).
As illustrated in the chart above, Innolight and Coherent share the top two spots on the market share list, as LightCounting says the difference in revenues from sales of optical transceivers and active optical cables between them is less than the accuracy of the market research firm’s revenue estimates for them. Risers on the list include Cisco (on the strength of their acquisition of Acacia Communications) and Huawei. The latter is the biggest supplier of 200G CFP2 coherent DWDM modules, LightCounting asserts.
Among them, Innolight, Coherent, Cisco, and Huawei accounted for more than half of the global market for optical transceivers in 2022, according to the report. Innolight and Coherent each generated nearly $1.4 billion from sales of transceivers, LightCounting estimates, with Cisco and Huawei not far behind. In fact, LightCounting suggests Innolight and Coherent will be challenged in their efforts to stay ahead of the two systems houses.
LightCounting’s May 2023 Optical Vendor Landscape report provides a holistic analysis of the global communications industry, examining the business strategies of telecom service providers and cloud companies, their networking equipment suppliers, and down to the optical and electronic components vendors.
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