http://www.ovum.com/ Advising on the commercial impact of technology and market changes in telecoms, software and IT services. Ovum has offices in London, Paris, Cologne, Boston, Melbourne and Seoul. en-gb © Copyright Ovum 2010 Ovum RSS Generator Thu, 09 Sep 2010 13:37:11 GMT 60 http://www.ovum.com/images/template_images/main_logo.gif http://www.ovum.com/ 80 80 ovum.com http://www2.ovum.com/secure/p,78003 This spreadsheet provides OC revenue, market share, rolling 4Q market share, and rank for the periods 1Q99-1Q10 for the regions of NA, EMEA, Asia-Pacific, and SCA. Thu, 19 Aug 2010 00:00:00 GMT http://www2.ovum.com/secure/p,79438 The optical components (OC) market grew 11% sequentially and 27% from last year, to $1,237M. This is Ovum's first OC market share report with splits by segment: distance (long, medium, short), transmission discretes, amplifiers, and ROADMs and filters. Wed, 18 Aug 2010 00:00:00 GMT http://www2.ovum.com/secure/p,79318 Preliminary results show the global optical components (OC) market grew 9% sequentially and 25% versus the year-ago period to $1.2 billion in 1Q10. Supply constraint is the biggest problem plaguing suppliers; growth was limited by about 7% for some. Wed, 30 Jun 2010 00:00:00 GMT http://www2.ovum.com/secure/p,79153 For 100G optical coherent transport, a high-speed signal processing IC is critical. Optical module vendors must invest here as more differentiation and value will come from the IC. System OEMS and semiconductor makers are also rushing in. Mon, 14 Jun 2010 00:00:00 GMT http://www2.ovum.com/secure/p,77323 The global optical components market will expand in 2010, rebounding from the 2009 contraction that was caused mostly by the macroeconomic downturn. Expect strong demand for components to support high bandwidth and agile networks. Mon, 24 May 2010 00:00:00 GMT http://www2.ovum.com/secure/p,79137 This spreadsheet contains the charts (and source data) of the May 2010 Optical Components Forecast Update. Fri, 21 May 2010 00:00:00 GMT http://www2.ovum.com/secure/p,79111 Since its 2007 merger with Agere Systems, fabless semiconductor supplier LSI has developed networking into a significant part of its business and forward strategy. We were pleasantly surprised by its crisp and aggressive story at its spring analyst day. Fri, 14 May 2010 00:00:00 GMT http://www2.ovum.com/secure/p,79072 Reconfigurable add/drop multiplexer (ROADM) technology continues to evolve. This report discusses progress on colorless and directionless add/drop for added flexibility, as well as contentionless and gridless functionality. Fri, 07 May 2010 00:00:00 GMT http://www2.ovum.com/secure/p,78979 Six telecom equipment and component suppliers surprised the industry in early March by showcasing multiple 100G advances in two separate trials, one by AT&T and the other by Verizon. Fri, 26 Mar 2010 00:00:00 GMT http://www2.ovum.com/secure/p,78842 Inaugural forecast for 40G optical modules, components, ICs, actives, and passives: revenues, unit volumes, and ASPs, 2008-2015 Wed, 24 Mar 2010 00:00:00 GMT http://www2.ovum.com/secure/p,78939 As both this year's OFC/NFOEC and the 10th anniversary of the fiber bubble approach, Ovum looks back over the past decade of the evolution of fiber optics. Much of the vision that drove the then-meteoric rise of telecom has since been realized. Fri, 19 Mar 2010 00:00:00 GMT http://www2.ovum.com/secure/p,74106 This spreadsheet contains forecasts of datacom revenues, unit volumes, and ASPs for optical component vendors. Thu, 18 Mar 2010 00:00:00 GMT http://www2.ovum.com/secure/p,74107 This spreadsheet contains forecasts for FTTx optical components. Wed, 10 Mar 2010 00:00:00 GMT http://www2.ovum.com/secure/p,74120 This spreadsheet contains forecasts of WAN revenues, unit volumes, and ASPs for optical component vendors. Tue, 23 Feb 2010 00:00:00 GMT http://www2.ovum.com/secure/p,78733 40G line-side shipments grew through 1H09 but fell in 3Q09. We see evidence of inventory. Three major modulation formats and a mix of discretes, transponders, and linecards continue to fragment the line-side market. Client-side 40G shipments declined. Tue, 23 Feb 2010 00:00:00 GMT