Daryl Inniss reflects on a career in market research

Daryl Inniss was until recently an analyst covering optical components. In an invited piece, he reflects on the role of a market researcher and what he has learnt in his 15-year career.

Daryl Inniss 

Rocky beginnings

I jumped ship in 2001 joining RHK, a market research firm, knowing nothing about the craft. I had been a technical manager and loved research and development, but work was 500 miles from my family and the weekly commute was gruelling.

Back then, the telecom market was crashing and I believed my job was at risk. Moving to a small market research firm could hardly be described as good planning, but it turned out to be a godsend.

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Has the restructuring of the optical industry already started?

The view that consolidation in the optical networking industry is needed is not new. For a decade, ever since the end of the optical boom in 2001, consolidation has been called for and has been expected. And while the many optical startups funded then have long exited or been acquired, the optical industry continues to support numerous optical networking and component generalist and specialists. 

Given the state of the telecom market, is a more fundamental industry restructuring finally on its way? 

"The business model of the communication sector needs to change, and change in a relatively short order"

Larry Schwerin, CEO of Capella Intelligent Subsystems

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Optical components: The six billion dollar industry

Chart Watch: Ovum Components

The service provider industry, including wireless and wireline players, is up 6% year-on-year (2Q10 to 1Q11) to reach US $1.82 trillion, according to Ovum. The equipment market, mainly telecom vendors but also the likes of Brocade, has also shown strong growth - up 15% - to reach revenues of over $41.4 billion. But the most striking growth has occurred in the optical components market, up 28%, to achieve revenues of over $6 billion, says the market research firm.

Source: Ovum

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Ten years gone: Optical components after the boom

Vladimir Kozlov has been covering the optical components industry as an analyst since the optical boom of 2000. Here he reflects on the industry over the last decade.

Average gross margin by industry. Source: LightCounting

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