Optical components: The six billion dollar industry

Chart Watch: Ovum Components

The service provider industry, including wireless and wireline players, is up 6% year-on-year (2Q10 to 1Q11) to reach US $1.82 trillion, according to Ovum. The equipment market, mainly telecom vendors but also the likes of Brocade, has also shown strong growth - up 15% - to reach revenues of over $41.4 billion. But the most striking growth has occurred in the optical components market, up 28%, to achieve revenues of over $6 billion, says the market research firm.

Source: Ovum

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Ten years gone: Optical components after the boom

Vladimir Kozlov has been covering the optical components industry as an analyst since the optical boom of 2000. Here he reflects on the industry over the last decade.

Average gross margin by industry. Source: LightCounting

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