iSuppli sees promise for optical in wireline capex forecast

摘要

In announcing its latest global wireline capex forecast, market research and analysis firm iSuppli Corp. (www.isuppli. com) told equipment vendors that it had good news and bad news. The good news is that the company expects carriers around the world collectively will spend nearly $41 billion on wireline equipment in 2007, which iSuppli said "will mark a recent record high year for telecommunications company spending on such gear." The bad news is that figure represents merely a 1.6% increase from 2006. A look inside the numbers shows that even the "bad news" isn't much of a downer for optical communications technology, however. According to Steve Rago, principal analyst, IPTV, broadband, and digital home research, at iSuppli, carriers plan to take a focused approach to capex for the rest of the decade—and much of that focus should benefit suppliers of optical communications equipment.