LightCounting: Sales of optical transceivers will rise 50% to over US$23 billion this year, led by Ethernet optical transceivers, $17 billion of the total, up 60% from last year, with active optical cables (AOC) doubling to over $1.1 billion and active electronics cables (AECs) strong. LigthtCounting will release its latest AOC & AEC market forecast next week. $Lumentum(LITE.US) $Coherent Corp.(COHR.US) $Fabrinet(FN.US) $Applied Optoelectronics(AAOI.US) #Innolight #Eoptolink #Accelink #Linktel #optics #opticaltrasceivers #semiconductors
Source: Dan Nystedt
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