November 26, 2012

Survey Sez 11/26/12

The total WDM market, comprised of both metro and long-haul apps, grew 14 percent year-over-year in 3Q12 and is forecast to reach $8 billion by year’s end, says Dell’Oro Group, and that number is expected to rise next year. Leading 3Q manufacturers include Huawei, Ciena, Alcatel-Lucent, Fujitsu and NEC…The U.K.’s Informa Telecoms & Media believes the global online-video market will be worth $37 billion by 2017, driven by services like Netflix and YouTube. Comments Giles Cottle, principal analyst, “We estimate that Apple, Google, Netflix and the global broadcasters (including Hulu), combined account for about 70 percent of all online video revenue today, so if you aren’t one of these players, then the chances are you aren’t making a great deal of money from online delivery today.” He adds, “The big change to the OTT revenue mix will come when operators start to offer not just low-cost online services, like Sky’s Now TV, but standalone online versions of their services that come close, in terms of content availability and price, to their core pay-TV services today. The United States accounts for approximately 75 percent of revenues today, but that will drop to less than 60 percent in 2017 as Europe and Asia grow more quickly, the research firm notes…According to ABI Research, nearly 2 billion NFC-enabled devices will ship in 2017, made up of handsets and CE devices. Research analyst Phil Sealy comments, “2012 is the first time that ABI Research has raised forecasts for NFC-enabled handsets, up from 80 million units to 102 million for year-end 2012. Nine out of the top 10 OEMs now have NFC-enabled handsets commercially available, with most housing an embedded secure element solution. We expect handset shipments to more than double next year, with NFC inclusion likely to become a default technology integrated into flagship handsets.”