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Merriman Curhan Ford & Co. 2 nd Annual IP Video Conference March 3, 2008. Opnext. “ Opnext is a leading designer and manufacturer of transmit and receive optical modules and components which enables high-speed telecommunications and data communications networks globally”.
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Merriman Curhan Ford & Co.2nd Annual IP Video ConferenceMarch 3, 2008
Opnext “ Opnext is a leading designer and manufacturer of transmit and receive optical modules and components which enables high-speed telecommunications and data communications networks globally”
Demand for Bandwidth is Growing Exponentially Deployment of Broadband Access Capabilities (CATV/FTTC/FTTP) + Proliferation of applications Bandwidth Demand IP-TV Online Gaming Multimedia VideoConferencing Peer-to-Peer HDVideo Storage Future Now
5% 13% 6% 43% 33% Total IP Traffic • IP Traffic will double every two years • Consumer IP traffic is growing at a 52% CAGR • One third of all Internet Traffic in 2011 will be non-Internet traditional video services Source: Cisco January 2008
PSTN Metro Sonet/SDH Rings Network Architecture IP / Optical Infrastructure Video On Demand Servers Voice Application Servers Multi- Service Edge Router Internet ONU OLT PON HeadEnd Cable Modem MSO National IP Network Residential Network DSLAM xDSL CorporateNetwork All Optical Backbone
Opnext Core Business Continues To Be High-Growth 10G and 40G Segments Total Optical Component Spending ($mm) 10G and 40G Module Spending ($mm) 10G and 40G comprise ~80% of our revenues $3,766 $1,218 $3,236 24% CAGR 63% CAGR $983 20% CAGR $794 $36 22% CAGR Source: Ovum-RHK 2007, LightCounting 2008, and Opnext
Selected Opnext Customers Major Telecom Customers Major Datacom Customers
