Optical Components Report

4Q21 Is Final Beta Release

Report Overview:

Provides corporate revenue market share by end-market segment as well as detailed market size for select optical components.

  • Revenue-based market share for optical component sales into Datacom, Telecom, Industrial, and Consumer applications.
  • Total unit shipments of Datacom optics by speed (100/200/400/800), reach (SR, DR, FR, LR), and form factor.
  • Total unit shipments of Telecom optics by maximum speed, technology (direct detect, coherent, CPRI, WSS), and form factor.
  • No market share for detailed unit shipments is provided, vendor unit shipment data is anonymous.

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Report Information

Report Information
Summary This report provides corporate revenue market share by end-market segment as well as the detailed market size for select optical components. It illustrates the high-level revenue trends for the optical component industry, including vendor performance in each category. It also provides unit shipments (without market share) for specific optical component products in the Datacom and Telecom end markets. Forecasts are based on expected spending and shipment trends for given applications.
Methodology We collect vendor revenue from public sources to compile market share, estimating when necessary. Companies may provide public guidance but in some cases, we make estimates based on external sources, such as the delivery of components to vendor and operator customers.
Market Size and Share Report includes quarterly revenue-based market size and share for Datacom, Telecom, Industrial, and Consumer component segments. It also provides detailed unit shipments for detailed component product types, but no detailed product-based market share is provided.
Deliverables Excel file with complete data set, PowerPoint summary, and Active Insight. Includes a detailed summary of market performance for the report period.
Forecast 5 Years with annual market size totals. No market share forecasts.
Historical Start Date 2019
Last Published Report April 5, 2022
Upcoming Publication Dates June 30, 2022
September 30, 2022
December 20, 2022
April 15, 2023

Category Information

Name Revenue Market Share Unit Shipment Detail Regions
Datacom Optical components and modules used for 10km or less applications including AOCs Speeds: 400G
Module Types: QSFP28-DD
Reaches: SR/FR/DR/LR
Worldwide
Telecom Optical components and modules used for applications >10km including amplifiers, ROADMs, and filters. Speeds: 100/200/400/800G
Module Types: SFP/QSFP/QSFP28/QSFP28-DD/CFP2/Embedded
Reaches: ER/ZR/Direct Detect PAM-4/Coherent
Worldwide
Consumer Lasers, laser sensors, and related sub-assemblies used for consumer applications. Future Expansion Worldwide
Industrial Lasers and laser sensors and related sub-assemblies used for industrial and mechanical vision, sensing, or cutting. Future Expansion Worldwide

Company Information

CompanyCoverage
AcaciaAcacia, now a part of Cisco, builds coherent optical DSPs and modules supporting metro and long distance optical links. Current products support 100Gbps to 600Gbps, including pluggable 400ZR/ZR+. All of Acacia’s revenue is designated as Telecom.
AccelinkAccelink builds optical modules across the transmission, datacom, access, and mobile broadband markets. Accelink's datacom revenue is included in the Datacom section. All other optical revenue is classified at Telecom.
ADVAADVA does not manufacture optical components for external sale, so its revenue is not included in the Revenue section of the report. ADVA's port shipments are included in the detailed component breakout.
Applied OptoelectronicsApplied Optoelectronics (AAOI) builds optical components for the datacenter, telecom, cable television, and fiber to the home markets. AOOI’s datacenter products (e.g. SFP, OSFP, and QSFP modules supporting data rates from 1.25G to 800G) are included in its Datacom revenue. AAOI’s Telecom revenue includes products designated as Telecom, CATV, and FTTH.
CienaCiena’s optical and switching hardware are covered in Cignal AI’s Transport Hardware report. Revenue from Ciena’s optical components built for internal use are included in hardware revenue. External sales of optical components are not yet material.
CiscoCisco’s Telecom and Datacom estimated revenue is included as part of “Other” as the company does not provide guidance on optical component sales.
CoherentCoherent, which recently agreed to be purchased by II-VI, is a manufacturer of laser systems and instrumentation for manufacturing. All of Coherent’s revenue is classified as Industrial.
EmcoreEmcore designs and sells optical components for applications ranging from aerospace to cable TV. Emcore’s PON and cable TV component revenues are counted as Telecom revenue. Emcore’s 10Gbps APD and PIN revenue is counted as Datacom revenue. All other optical component revenue is counted as Industrial.
eOptolinkeOptolink designs and sells a wide variety of datacom and telecom modules ranging from 10G to 400G. The company provides guidance on the split between datacom and telecom revenue.
FiberhomeFiberhome does not manufacture optical components for external sale, so its revenue is not included in the Revenue section of the report. Fiberhome's port shipments are included in the detailed component breakout.
FinisarFinisar, a part of II-VI since late 2019, built optical transceivers for data communications (e.g., client form factor and router interfaces). All Finisar revenue is included in Datacom.
FujitsuFujitsu Optical Components build 100Gbps Ethernet modules for Datacom applications and 100Gbps to 400Gbps coherent modules and pluggables for Telecom. In addition, Fujitsu sells standalone coherent receivers and driver modulators, all of which are included in Telecom revenue.
HG GenuineHG Genuine and its subsidiaries manufacture optical modules and components for datacenter, wireless, and PON applications. HGG's datacenter products are included in Datacenter revenue. All other optical revenue is classified in Telecom.
HuaweiHuawei does not manufacture optical components for external sale, so its revenue is not included in the Revenue section of the report. Huawei's port shipments are included in the detailed component breakout.
II-VIII-VI manufactures a huge variety of optical components from datacom transceivers to coherent telecom modules to industrial lasers and VCSEL arrays for sensing. The company reports Communications revenue, which is split into Telecom and Datacom (and a small percentage of unrelated wireless components) for Cignal AI reporting. Consume revenue consists of II-VI’s Automotive and Consumer Electronics revenue. Industrial consists of the company’s Industrial and Aerospace revenue. Other revenue (e.g., Life Sciences) is not included in this report.
InfineraInfinera does not manufacture optical components for external sale, so its revenue is not included in the Revenue section of the report. Infinera's port shipments are included in the detailed component breakout.
InnolightInnolight is a large manufacturer of data center, wireless interconnect, coherent, and fiber to the home optical modules. Data center module revenue is included in Datacom and all other module revenue is included in Telecom.
InphiInphi, now a part of Marvell, is included historically under Marvell for continuity.
IntelIntel’s Telecom and Datacom estimated revenue is included as part of “Other” as the company does not provide guidance on optical component sales.
IPG PhotonicsIPG primarily builds high power lasers for industrial use, although there are some small sales of lasers for telecommunications.
LumentumLumentum sells products ranging from industrial lasers to VCSELs for sensors to a wide variety of telecommunications and data communications modules and components. The company’s reported Telecom & Datacom revenue is allocated to Telecom and Datacom, with Telecom including coherent and WDM components (including ROADMs) and Datacom including EMLs, DMLs, VCSELs, and APDs for communications. The company’s Industrial and Consumer is allocated to the Industrial and Consumer categories; Commercial Laser revenue is included in Industrial as well.
MarvellMarvell manufactures ColorZ direct detect 100Gbps modules and ColorZ2 coherent 400Gbps modules. Only revenue from those two modules is included (as Telecom) in Marvell’s revenue number in this report.
MitsubishiMitsubishi Electronic builds optical front-ends for 100Gbps to 400Gbps Ethernet modules (included in Datacom revenue) as well as 5G and FTTH optical modules (included in Telecom revenue).
MolexMolex’s Telecom and Datacom estimated revenue is included as part of “Other” as the company does not provide guidance on optical component sales.
NECNEC does not manufacture optical components for external sale, so its revenue is not included in the Revenue section of the report. NEC's port shipments are included in the detailed component breakout.
NeophotonicsNeophotonics builds a variety of optical components, most notably lasers and modules for coherent optical communications. Other than some lasers sold specifically for Datacom applications, all of Neophononics' component revenue is included in Telecom.
NokiaNokia’s optical and switching hardware are covered in Cignal AI’s Transport Hardware report. Revenue from Nokia’s optical components built for internal use are included in hardware revenue. External sales of optical components are not yet material.
OE SolutionsOE Solutions builds a variety of transceivers for the wireless, cable TV, and telecommunications markets. All OE Solutions transceiver revenue is included in Telecom.
PacketlightPacketlight does not manufacture optical components for external sale, so its revenue is not included in the Revenue section of the report. Packetlight's port shipments are included in the detailed component breakout.
Source PhotonicsSource Photonics builds a wide variety of Ethernet modules, ranging from 1GbE to 400GbE, revenue from which is included in Datacom. The company also supplies a range of fronthaul optics for the wireless industry, revenue from which is included in Telecom.
SumitomoSumitomo Electric builds a wide variety of lasers, components, and modules for the telecom and datacom industries. Telecom revenue reported consists of modules only, including modules for broadband applications. Datacom revenue reported includes both modules and devices (e.g. EMLs).
ZTEZTE does not manufacture optical components for external sale, so its revenue is not included in the Revenue section of the report. ZTE's port shipments are included in the detailed component breakout.
OtherRevenue from companies who do not provide public information and must be estimated from other sources or companies who prefer to remain anonymous are included as "Other".