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Entries in LightCounting (35)

Friday
Nov222013

Reporting the optical component & module industry

LightCounting recently published its six-monthly optical market research covering telecom and datacom. Gazettabyte interviewed Vladimir Kozlov, CEO of LightCounting, about the findings.

 

When people forecast they always make a mistake on the timeline because they overestimate the impact of new technology in the short term and underestimate in the long term.

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Tuesday
Oct092012

Does Cisco Systems' CPAK module threaten the CFP2?

Cisco Systems has been detailing over recent months its upcoming proprietary optical module dubbed CPAK. The development promises to reduce the market opportunity for the CFP2 multi-source agreement (MSA) and has caused some disquiet in the industry.

Source: Cisco Systems, Gazettabyte, see comments

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Friday
Jun012012

60-second interview with .... Vladimir Kozlov

A Q&A with Vladimir Kozlov, CEO of market research firm, LightCounting. The first of occassional quick interviews with industry figures. 

 

"You have to look over a longer time frame to understand the industry and appreciate the progress"

 

 

 

 

 

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Friday
Sep232011

Is optical components becoming a buyer's market?

Despite warnings that price cutting could erode the margins of high-valued optical components, analysts explain why they remain upbeat about the market's prospects.


"An organisation's gross margins ride on these new products"

Daryl Inniss, Ovum Components.

 

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Monday
Aug012011

Plotting transceiver shipments versus traffic growth 

Chart Watch: LightCounting

Summing transceiver shipments in the core of the network and plotting the data against traffic growth provides useful insights into the state of the network.

"We use transceiver shipment data [from vendors] to calculate how fast the network is growing and compare it to the traffic growth," says Vladimir Kozlov, CEO of market research firm, LightCounting.

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Wednesday
Jul272011

100 Gig: Is market expectation in need of a reality check?

Recent market research suggests that the 100 Gigabit-per-second (Gbps) era is fast-approaching and that 100Gbps promises to leave the 40Gbps market opportunity in its wake.

 

“It could easily be ten to 15 years before we see 100Gbps in a big way on the public network side”

 

Mark Lutkowitz, Telecom Pragmatics

 

 

 

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Thursday
Apr142011

Chinese optical component vendors set for change 

China’s optical component firms must adapt if they are to match their Western counterparts in market reach, company ambition and technology portfolios. These are the findings of a report - China: The New Land of Opportunity - on the local optical component (OC) industry by market research firm, LightCounting.

 

“If [Chinese optical component] companies get $100m from an IPO, they have the resources to really do things”

Vladimir Kozlov, LightCounting

 

 

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