ICCSZ: Analysis and Forecast of Foreign Optical Communication Market

In 2007, the global optical communication market developed in a stable way, which is reflected by remarkable increase in all areas of the optical communication industry, involving optical fiber, optical network hardware, optical components and FTTH market.

In 2007, the capital investment of operators increased continuously to US＄250 billion. This result is largely attributed to continuous demand of bandwidth and new broad band application by subscribers, leading to the investment surge upon networks improvement and new networks construction by operators.  

In terms of system equipment vendors, sales revenue of most manufacturers gained steady growth. Simultaneously, for most equipment manufacturers, profits remained unchanged even if sales revenue went up drastically. In addition, part of equipment manufacturers was suffering a lot following restructuring in the industry.

Over 2006~2007, the global optical device market had a stable upward trend as a whole. In 2007, the global optical device market reached US＄4.1 billion, up 10.8% year-on-year. At present, the growing demand in the field of optical device attracts a substantial investment influx. It is expected that by 2011, the global optical device market revenue will have reached US＄5.5 billion.

Global Optical Device Market Forecast, 2006-2011（Unit：US＄Billion）
 
Source：SYSTEMATIZED AND PREPARED BY ICCSZ

Since 2005, driven by technology development as well as national macro-information society development strategy and supervision policy released in some countries represented by Japan, FTTH enters its 3rd development stage. As high bandwidth services such as IPTV and network games emerge, subscribers demand the bandwidth to increase further and telecommunication operators all over the world turn to FTTH. 
 
By the end of 2007, the number of global FTTH subscribers had risen to 21,000,000 households. In Japan, there were 11,330,000 FTTH subscribers, accounting for 54% of the global FTTH subscribers; In Europe and America, FTTH subscribers totalled approximately 5,000,000 and 2,500,000 households. It is estimated that FTTP/FTTH network construction would heat up in the next few years.

About report:

“Analysis and Forecast of Global Optical Communication Market” is the latest study report about the optical communication market in 2008 made by ICCSZ.

The report generally analyzes the foreign optical communication market in 2007, mainly focusing upon capital investment of operators, business conditions of system equipment as well as optical device suppliers and development status of FTTH all over the world.

The report tracks Alcatel-Lucent, Ciena, Cisco, Ericsson, Fujitsu, NEC, Nortel, Nokia-Siemens Networks, Tellabs, JDSU, Finisar, Bookham, Avanex, Emcore, Oplink, Opnext, Optium, Avago, AFOP and others.

Contents

ChapterⅠGlobal Optical Communication Market Status Brief Introduction…………………………………7
Chapter II Foreign Optical Communication Market Analysis…………………………………………………..9
 SectionⅠ2007 Foreign Operator Market……………………………………………………………………….9
  Ⅰ. 2007 Global Operator Capital Investment Status…………………………………………………….9
  Ⅱ. Milestone Events of Foreign Operators Market 2007……………………………………………….10
 SectionⅡ2007 Foreign Optical Communication System Equipment Market………………………………….12
  Ⅰ. Status of 2007 Foreign Optical Communication System Equipment Manufacturer Market………12
  Ⅱ. Commercial Performance Analysis of Foreign Optical Communication System in 2007…………13
   （I）Alcatel-Lucent…………………………………………………………………………………13
    1. Performance Analysis………………………………………………………………………..13
    2. Milestone Events of Alcatel-Lucent in 2007…………………………………………………14
   （II）Cisco…………………………………………………………………………………………..15
    1. Performance Analysis………………………………………………………………………..15
    2. Milestone Events of Cisco in 2007………………………………………………………….16
   （III）Nortel…………………………………………………………………………………………17
    1. Performance Analysis…………………………………………………………………………17
    2. Milestone Events of Nortel in 2007…………………………………………………………..19
   （IV）Fujitsu…………………………………………………………………………………………19
    1. Performance Analysis…………………………………………………………………………19
    2. Milestone Events of Fujitsu in 2007…………………………………………………………..20
   （V）Ericsson………………………………………………………………………………………..21
    1. Performance Analysis…………………………………………………………………………21
    2. Milestone Events of Ericsson in 2007………………………………………………………..23
   （VI）Nokia-Siemens…………………………………………………………………………………23
    1. Performance Analysis…………………………………………………………………………23
    2. Milestone Events of Nokia-Siemens in 2007…………………………………………………24
   （VII）NEC…………………………………………………………………………………………...25
    1. Performance Analysis…………………………………………………………………………25
    2. Milestone Events of NEC in 2007…………………………………………………………….26
   （VIII）Tellabs………………………………………………………………………………………..27
    1. Performance Analysis…………………………………………………………………………27
    2. Milestone Events of Tellabs in 2006…………………………………………………………..28
   （Ⅸ）Ciena…………………………………………………………………………………………..29
    1. Performance Analysis…………………………………………………………………………29
    2. Milestone Events of Ciena in 2007…………………………………………………………..30
  III. 2006~2007 Market Share of Foreign System Equipment Manufacturers…………………………..31
 Section III 2007 Foreign Optical Device Market………………………………………………………………..32
  I. Market Status of Foreign Optical Device Manufacturers in 2007…………………………………….32
  II. Performance Analysis of Foreign Optical Device Manufacturers in 2007………………………….33
   （I）JDSU……………………………………………………………………………………………33
    1. Performance Analysis…………………………………………………………………………33
    2. Milestone Events of JDSU in 2007…………………………………………………………..34
   （II）Finisar…………………………………………………………………………………………35
    1. Performance Analysis………………………………………………………………………..35
    2. Milestone Events of Finisar in 2007…………………………………………………………36
   （III）Bookham……………………………………………………………………………………..37
    1. Performance Analysis………………………………………………………………………..37
    2. Milestone Events of Bookham in 2007………………………………………………………38
   （IV）Avanex……………………………………………………………………………………….39
    1. Performance Analysis………………………………………………………………………...39
    2. Milestone Events of Avanex in 2007…………………………………………………………40
   （V）Emcore………………………………………………………………………………………..41
    1. Performance Analysis………………………………………………………………………...41
    2. Milestone Events of Emcore in 2007………………………………………………………..42
   （VI）Avago………………………………………………………………………………………….42
    1. Performance Analysis………………………………………………………………………..42
    2. Milestone Events of Avago in 2007…………………………………………………………43
   （VII）Oplink……………………………………………………………………………………….43
    1. Performance Analysis………………………………………………………………………..43
    2. Milestone Events of Oplink in 2007…………………………………………………………44
   （VIII）AFOP……………………………………………………………………………………….45
    1.Performance Analysis………………………………………………………………………….45
   （Ⅸ）Optium………………………………………………………………………………………….46
    1. Performance Analysis…………………………………………………………………………46
    2. Milestone Events of Optium in 2007………………………………………………………….47
   （Ⅹ）Opnext………………………………………………………………………………………….48
    1. Performance Analysis…………………………………………………………………………48
    2. Milestone Events of Opnext in 2007………………………………………………………….49
  III. 2007 Global Optical Device Manufacturers' Market Share Alteration Analysis…………………...50
Chapter III Global FTTH Market Analysis……………………………………………………………………….52
 Section I 2007 Global FTTH Market Status…………………………………………………………………….52
 Section II  Development Status of FTTH in Japan 2007………………………………………………………55
 Section III Development Status of FTTH in Korea 2007………………………………………………………58
 Section IV Development Status of FTTH in Taiwan 2007…………………………………………………….60
  I. Optical Communication Status of Taiwan in 2007……………………………………………………60
  II. Development Status of FTTH in Taiwan…………………………………………………………….61
Chapter IV Summary & Prediction of Global Optical Communication……………………………………….63
  I.Operation Revenue & Investment Prediction of Operators…………………………………………..63
  II. Optical Network Equipment Market Forecast………………………………………………………64
  III. Optical Device Market Forecast……………………………………………………………………65
  IV. Conclusion…………………………………………………………………………………………..66

General List of Diagrams

Diagram 2-1-1  2004~2008 Comparison of Operation Revenue & Capital Investment of Global Operators
Diagram 2-2-1  2006~2007 Quarterly Tendency of Operation Revenue of Foreign System Equipment Manufacturer
Diagram 2-2-2  2006~2007  Alcatel-Lucent Quarterly Tendency of Operation Revenue
Diagram 2-2-3  Alcatel-Lucent Sales Revenue Proportion of Various Marketing Areas
Diagram 2-2-4  2006~2007  Cisco Quarterly Tendency of Operation Revenue
Diagram 2-2-5  Cisco Sales Revenue Proportion of Various Marketing Areas
Diagram 2-2-6  Cisco Sales Revenue Comparison of Various Products
Diagram 2-2-7  2006~2007  Nortel Quarterly Tendency of Operation Revenue
Diagram 2-2-8  2005~2007  Nortel Revenue Increase Tendency of Various Marketing Areas
Diagram 2-2-9  2005~2007  Nortel Sales Revenue Proportion Comparison of Sectors
Diagram 2-2-10  2006~2007  Fujitsu Quarterly Tendency of Operation Revenue
Diagram 2-2-11  FY04~07  Fujitsu Revenue of Network & System Product
Diagram 2-2-12  2006~2007  Ericsson Quarterly Tendency of Operation Revenue
Diagram 2-2-13  2007  Ericsson Sales Revenue Proportion of Various Marketing Areas
Diagram 2-2-14  2007  Ericsson Sales Revenue Proportion Comparison of Sectors
Diagram 2-2-15  2006~2007  Nokia-Siemens Quarterly Tendency of Operation Revenue
Diagram 2-2-16  2006-2007  NEC Quarterly Tendency of Operation Revenue
Diagram 2-2-17  2006-2007  Tellabs Quarterly Tendency of Operation Revenue
Diagram 2-2-18  2005~2007  Tellabs Sales Revenue of Sectors
Diagram 2-2-19  2005~2007  Tellabs Sales Revenue of Various Marketing Areas
Diagram 2-2-20  2006-2007  Ciena Quarterly Tendency of Operation Revenue
Diagram 2-2-21  FY2006~2007  Ciena Sales Revenue of Sectors
Diagram 2-2-22  FY2006~2007  Ciena Sales Revenue of Various Marketing Areas
Diagram 2-2-23  2006  Market Share of Major Foreign System Equipment Manufacturers
Diagram 2-2-24  2007  Market Share of Major Foreign System Equipment Manufacturers
Diagram 2-3-1  2006~2007   Sales Revenue of Major Foreign Optical Device Manufacturers
Diagram 2-3-2  2006~2007  JDSU Quarterly Tendency of Annual Operation Status
Diagram 2-3-3  2006~2007  JDSU Sales Revenue of Sectors
Diagram 2-3-4  2006~2007  Finisar Quarterly Tendency of Annual Operation Status
Diagram 2-3-5  2006~2007  Finisar Quarterly Tendency of Sales Revenue of Sectors
Diagram 2-3-6  2006~2007  Bookham Quarterly Tendency of Annual Operation Status
Diagram 2-3-7  FY 06~07  Bookham Sales Revenue of Various Marketing Areas
Diagram 2-3-8  2006~2007  Avanex Quarterly Tendency of Annual Operation Status
Diagram 2-3-9  FY 2006~2007 Avanex Sales Revenue of Various Marketing Areas
Diagram 2-3-10  2005-2006   Emcore Quarterly Tendency of Annual Operation Status
Diagram 2-3-11  2006~2007  Avago Quarterly Tendency of Annual Operation Status
Diagram 2-3-12  2006~2007  Oplink Quarterly Tendency of Annual Operation Status
Diagram 2-3-13  Oplink Sales Revenue Proportion of Various Marketing Areas
Diagram 2-3-14  2006~2007  AFOP Quarterly Tendency of Annual Operation Status
Diagram 2-3-15  2006~2007  Optium Quarterly Tendency of Annual Operation Status
Diagram 2-3-16  FY2008  Optium Products Mix Forecast
Diagram 2-3-17  2006~2007  Opnext Quarterly Tendency of Annual Operation Status
Diagram 2-3-18  2006~2007 Opnext Sales Revenue of Various Marketing Areas
Diagram 2-3-19  2007  Market Share of Foreign Optical Device Manufacturers
Diagram 2-3-20  2007  Market Share of Global Optical Device Manufacturers
Diagram 3-1-1  Worldwide FTTH Subscribers Forecast
Diagram 3-1-2  2005~2007  Sales Volume of Global FTTH Equipment
Diagram 3-1-3  Worldwide PON Equipment Market Forecast
Diagram 3-2-1  2001~2007  Increase Tendency Japan Broadband Subscriber’s Number
Diagram 3-2-2  2002~2007  Increase Tendency of Japan FTTH Subscriber’s Number
Diagram 3-2-3  2005~2007  Quarterly Increase Tendency of Japan FTTH Subscriber’s Number
Diagram 3-3-1  Estimate about Korea FTTH Subscriber & Market
Diagram 3-4-1  Industrial Value of Taiwan Optical Communication
Diagram 3-4-2  Estimate about Taiwan FTTH Subscriber
Diagram 4-1 Estimate about Operation Revenue & Capital Investment of Global Operators
Diagram 4-2 Estimate about Operation Revenue of Global Optical Network Hardware Market
Diagram 4-3 Estimate about Global Optical Device Market
Table 2-2-1 NEC Capital Investment Status
Table 2-3-1 JDSU Sales Revenue of Various Marketing Areas
Table 3-3-1 BcN Schedule
Table 3-2-1 Korea Main Proposals about FTTx Introduction

About ICCSZ:

Infostone Communication Consultant (Shenzhen) Co., Ltd. (ICCSZ) is a Professional Optical Communication Market Survey, Enterprise Consultation and Advisory Service Corporation. Since its establishment in 2001, ICCSZ has offered optical industry forecast, enterprise planning, production consulting, and market information, etc. to domestic and overseas optical manufacturers. Infostone has now been recognized as an international authoritative communication consultancy organization. ICCSZ aims to further improve its existing service capability for its customers and focuses on its three key service products/services; they are Professional Enterprise Consulting, Marketing Research & Forecasting, and Product Price Research and Analysis. In addition, a number of complementary services will be provided to our customers such as seminars, administrative training courses, technological training courses, and advertising services on our website at 3xchallenge.com.

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