LightCounting: The optical communications industry will usher in substantial growth after the recovery of the epidemic

LightCounting released the latest update of the optical communications market forecast report on May 6. The report pointed out that in 2020 the optical communications industry will first recover from the epidemic and develop rapidly. Although, in the first quarter of 2020, the COVID-19 outbreak caused pressure on the supply chain to rise to a whole new level, and most component suppliers' revenues were lower than expected.

However, Lightcounting predicts that optical components and modules will resume full-load production in the fourth quarter of 2020. The growth of optical transceivers is expected to bring about a 24% growth rate by 2021, and the market share of Ethernet and DWDM will return to both in 2021. Digit growth. Driven by China’s 5G upgrade, the sales of optical components used for wireless fronthaul and backhaul are expected to increase by 18% and 92%, respectively. At the same time, the sales of FTTx products and AOC in the optical interconnect category will also increase by two. Number of digits.