MARCH 30, 2010 -- While overall optical equipment revenue has increased at a compound annual growth rate (CAGR) of 8% since 2002, WDM reconfigurable optical add/drop multiplexer (ROADM) -based optical equipment revenue has enjoyed a CAGR of 46% between 2005 and 2009. So says Infonetics Research in the first edition of its 2010 biannual ROADM Components report. And no company took better advantage of this increase in the second half of last year than Finisar, the market research firm adds.
"Since the launch of Infonetics’ wavelength selective switch [WSS] component reporting, JDSU had been the market share leader. But in the second half of 2009, Finisar took the lead based on the strength of its 50-GHz WSS shipments,” says Andrew Schmitt, Infonetics Research's directing analyst for optical. Schmitt noted that JDSU still came out on top for the full year, however.
“The transition from 100-GHz to 50-GHz channel spacing is accelerating, with the 50-GHz segment expected to account for all future revenue and unit growth in the WSS market,” Schmitt adds. “With Finisar, JDSU, Capella, CoAdna, and others now fielding qualified 50-GHz WSS components, competition is becoming fierce."
Worldwide revenue from WSS components with 50-GHz of channel spacing and larger degree counts (1x5 ports or larger) is forecast by Infonetics to nearly double between 2009 and 2010. Telecom service providers are looking for tighter channel spacing to increase fiber capacity and ensure compatibility with cutting-edge WDM platforms, and want larger degree counts to provide greater flexibility as they design their networks, according to the report.
Infonetics' biannual ROADM Components report provides market size, market share, forecasts, and analysis on WSS components (revenue and units), with added historical and current ROADM optical equipment market size and share for a big-picture view of the market. The report provides WSS component pricing trends, supplier size, ASP forecast, deployment models, and market drivers and trends.
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