Chinese suppliers of optical components and modules surprised the industry in the years 2010 through 2022. Their early success was enabled by massive deployments of FTTx systems and optical fronthaul in the access markets. Over the last 5 years, sales of optics to Cloud companies and telecom service providers around the world propelled Chinese vendors to new records.
The combined sales of Chinese suppliers of optical components and modules surpassed sales of non-Chinese vendors in both 2021 and 2022. This report includes the latest financial data reported by the leading suppliers of optics, including estimates for 2022. It also offers detailed profiles of Chinese suppliers of optical components and modules.
This report also discusses current and future infrastructure projects of both Communication Service Providers (CSPs) and Internet Content Providers (ICPs, or Cloud companies) in China. It analyses the impact of these projects on the demand for optical networking equipment, optical modules and components, and includes profiles of many Chinese Cloud companies and Chinese optical components vendors.
The report comes with a companion spreadsheet containing a detailed 5-year history and 5-year forecast for shipments, pricing and sales of optical components deployed in China and compares those with the global market for these products.
Vladimir Kozlov is the founder and CEO of LIGHTCOUNTING, an optical communications market research company.
LightCounting was established in 2004 with an objective of providing in-depth coverage of market and technologies for high speed optoelectronic interfaces employed in communications. By now, the company employs a team of industry experts and offers comprehensive coverage of optical communications supply chain.
Dr. Kozlov has more than 20 years of experience in optoelectronics, optical communications and market research. Dr. Kozlov held market analyst, product development and research staff positions at RHK Inc., Lucent Technologies and Princeton University.
Dr. Kozlov holds several US patents and has numerous publications in the area of optoelectronics. He received M. Sc. at Moscow State University in Russia and Ph. D in Physics at Brown University in the United States.