LightCounting: OC-192 DWDM, SONET/SDH sales drive 3Q optical transceiver industry
JANUARY 12, 2009 -- The optical transceiver industry's third quarter sales avoided the larger economic tumult in September thanks to strong sales of OC-192 DWDM and SONET/SDH transceivers, but tougher quarters lie ahead, caution LightCounting analysts.
JANUARY 12, 2009 -- The optical transceiver industry's third quarter sales avoided the larger economic tumult in September thanks to strong sales of OC-192 DWDM and SONET/SDH transceivers, but tougher quarters lie ahead, predicts the latest Transceiver Sales Report from LightCounting (search for LightCounting).
With LightCounting expecting Q4 transceiver sales to drop by 5% to 15% across all main telecom and datacom transceiver segments, its Q3 Sales Report offers a granular breakdown of quarterly data across the industry. The Sales Report also includes Q4 guidance for vendors, with a 2009 Market Outlook that provides refined analysis of market segments, and a Recession & Profitability assessment of the threats and promises inherent in the current economic crisis.
"Global sales indicate that 2008 will be the best year yet for the optical transceiver industry, despite the looming recession," notes Dr. Roy Rubenstein, director of research at LightCounting. "The industry can take heart in the fact that there appears no slowdown in Internet traffic and corporate data and transmission, which drive overall bandwidth demand."
"The third quarter of 2008 proves the optical transceiver industry is not recession-proof, and tougher quarters lie ahead, as telecom slows and enterprise networks suffer in response to the financial sector meltdown," adds Vladimir Kozlov, founder of LightCounting. "The good news is that the optical transceiver industry may well successfully navigate these tenuous times, thanks to the inventory lessons it learned since the 2001 telecom bust, and as Internet traffic and corporate data storage and transmission continue to drive overall bandwidth demand."