LightCounting reports leadership shakeups in optical transceiver market

June 8, 2023
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.

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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About the Author

Stephen Hardy | Editorial Director and Associate Publisher, Lightwave

Stephen Hardy is editorial director and associate publisher of Lightwave and Broadband Technology Report, part of the Lighting & Technology Group at Endeavor Business Media. Stephen is responsible for establishing and executing editorial strategy across the both brands’ websites, email newsletters, events, and other information products. He has covered the fiber-optics space for more than 20 years, and communications and technology for more than 35 years. During his tenure, Lightwave has received awards from Folio: and the American Society of Business Press Editors (ASBPE) for editorial excellence. Prior to joining Lightwave in 1997, Stephen worked for Telecommunications magazine and the Journal of Electronic Defense.

Stephen has moderated panels at numerous events, including the Optica Executive Forum, ECOC, and SCTE Cable-Tec Expo. He also is program director for the Lightwave Innovation Reviews and the Diamond Technology Reviews.

He has written numerous articles in all aspects of optical communications and fiber-optic networks, including fiber to the home (FTTH), PON, optical components, DWDM, fiber cables, packet optical transport, optical transceivers, lasers, fiber optic testing, and more.

You can connect with Stephen on LinkedIn as well as Twitter.

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