LightCounting

LightCounting Product Intelligence supplements market analysis with real-world examples of product launches and goods.

LightCounting’s 2025 Ethernet Optics report examines how AI adoption is reshaping demand for Ethernet transceivers. The analysis highlights growth drivers and challenges tied to AI-driven data center and networking infrastructure. Key focus areas include high-speed optical components for AI workloads, though deployment barriers remain.

Oct 2025 · lightwaveonline.comNews article

LightCounting forecasts rapid expansion in shipments of optical transceiver modules and Optical Circuit Switches (OCS) over the coming five years. The company’s projections highlight strong demand in high-bandwidth networking infrastructure. Growth drivers include data center expansion and the rise of cloud computing applications.

Dec 2024 · fibermall.comNews article

LightCounting highlights how Chinese suppliers now dominate the optical transceiver market following the exit of most Japanese and U.S.-based firms by 2020. The shift reshapes industry leadership, consolidating production and supply chains in China. The report underscores a structural change driven by supplier withdrawals and regional market dynamics.

Jun 2023 · lightwaveonline.comNews article

LightCounting, an optical communications market research firm, concludes that deploying IP directly over DWDM (Dense Wavelength Division Multiplexing) fails to reduce costs effectively. The report argues that combining IP with DWDM (IP+DWDM) delivers superior performance and cost efficiency for network operators. LightCounting’s analysis highlights the limitations of standalone IP-over-DWDM solutions in meeting modern infrastructure demands.

May 2023 · thefastmode.comNews article